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05-22

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21:10","market":"hk","language":"zh","title":"Wedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局","url":"https://stock-news.laohu8.com/highlight/detail?id=2637122314","media":"智通财经","summary":"此次调整中，企业级软件公司Datadog与韩国存储芯片巨头SK海力士双双入选，与此同时，阿里巴巴以及Shopify则被移出名单。Wedbush表示，SK海力士与美光一道，是超大规模云服务商资本开支浪潮“最直接的受益者”，也是AI革命的核心赢家。Datadog：AI革命的间接受益者与SK海力士代表AI基础设施层不同，Datadog作为AI革命的间接受益者入选。","content":"<html><head></head><body><p>5月22日，在人工智能(AI)革命持续深化、科技巨头资本开支不断攀升的背景下，华尔街知名投行Wedbush于近日对其备受关注的AI 30赢家名单进行了新一轮调整。此次调整中，企业级软件公司<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>(DDOG.US)与韩国存储芯片巨头SK海力士双双入选，与此同时，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)以及<a 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href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)及<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)计划在2026年共计投入7250亿美元用于AI领域。美光此前也预计，HBM潜在市场总规模将从2025年的350亿美元增长至2028年的1000亿美元，年复合增长率约40%。</p><p><strong>Datadog：AI革命的间接受益者</strong></p><p>与SK海力士代表AI基础设施层不同，Datadog作为AI革命的间接受益者入选。Wedbush指出，Datadog在企业对AI工作负载的监控、安全和优化需求中脱颖而出，随着AI和云工作负载持续扩大，公司越来越有能力把握这一多年的产业变革机遇。</p><p>据了解，Datadog在AI可观测性领域的布局动作频频：2026年3月正式推出MCP Server，将实时可观测数据接入AI编码代理，帮助团队在Codex、Claude Code、Cursor等工具中直接进行生产环境调试;同月还发布了Cloud SIEM的AI安全分析师功能，可将传统需要数小时的安全调查压缩至30秒以内，平均解决时间缩短超90%;4月又宣布推出GPU Monitoring产品，为企业提供跨AI堆栈的统一可见性，帮助企业优化GPU支出并加速AI项目交付。</p><p>财务层面，Datadog最新季度财报显示营收达10.1亿美元，同比增长32.1%，超出市场预期的9.6亿美元;每股收益0.60美元，同样高于预期的0.51美元。多家华尔街机构近期上调其目标价，Oppenheimer从200美元上调至220美元，RBC从161美元上调至219美元并给予“跑赢大盘”评级，<a href=\"https://laohu8.com/S/EVR\">Evercore</a>则给出225美元的目标价。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1445265.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月22日，在人工智能(AI)革命持续深化、科技巨头资本开支不断攀升的背景下，华尔街知名投行Wedbush于近日对其备受关注的AI 30赢家名单进行了新一轮调整。此次调整中，企业级软件公司Datadog(DDOG.US)与韩国存储芯片巨头SK海力士双双入选，与此同时，阿里巴巴(BABA.US)以及Shopify(SHOP.US)则被移出名单。SK海力士：“史无前例的存储超级周期”正在全面展开...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445265.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4614":"Manus概念股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4579":"人工智能","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT 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