当代理工作流开始颠覆传统经营模式 “AI+云数据平台”软件股乘势崛起_老虎社区_美港股上老虎

当代理工作流开始颠覆传统经营模式 “AI+云数据平台”软件股乘势崛起

智通财经2025-12-11

智通财经APP获悉，华尔街金融巨头花旗集团(Citi)的资深分析师们在参加2025年亚马逊AWS re:Invent之后，认为至少在2026年结束前，“Agentic workflows”(即AI智能体所主导的AI代理工作流)背后的那些聚焦“AI驱动型用量计费数据与云端核心资源用量消费”的智能云数据平台型软件公司们，将是全球股市软件板块最重要的业绩增长与估值抬升主线赛道。花旗分析师们预计AI代理...

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GPT-5.2即将上演“后发制人”在花旗集团的分析师团队看来，上述的Snowflake、MongoDB这类“AI+云数据智能平台”正从“宏大叙事阶段”进入“业绩与现金流兑现增长阶段”，这些股票的“超级牛市”的雏形在加速成型;再叠加谷歌在11月下旬重磅推出Gemini3 AI应用生态之后，这一最前沿AI应用软件随即风靡全球，推动谷歌AI算力需求瞬间激增，以及MongoDB此前公布的强劲业绩，凸显出MongoDB这类“AI+云数据平台”软件公司正在步入“英伟达式业绩强劲增长轨迹”。谷歌Gemini3，无疑近期在全球范围引爆新一轮AI应用浪潮。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量，迫使谷歌大幅调低Gemini 3 Pro与Nano Banana Pro的免费访问量，对Pro订阅用户也实施暂时限制，叠加韩国近期贸易出口数据显示HBM存储系统以及企业级SSD需求持续强劲，进一步验证了华尔街所高呼的“AI热潮仍然处于算力基础设施供不应求的早期建设阶段”。值得注意的是，ChatGPT开发者OpenAI则坚决不服输，而这股AI应用浪潮则有望在谷歌与OpenAI竞争如火如荼之下强势向各行业迅速蔓延，对于MongoDB等“AI+云数据平台”软件公司长期增长前景则可谓重大利好。目前，已有火眼金睛的网友发现了GPT-5.2的蛛丝马迹。开发者社区流传的截图显示，Cursor的模型下拉菜单中，赫然出现GPT-5.2和GPT-5.2-thinking选项。这也意味着，或许OpenAI开发者们已经明白：AI+编程不仅是AI大模型的杀手级应用，也是最能体现模型推理能力的领域。总之，我们能够预感到的是，谷歌和OpenAI之间的一场火花四溅的“AI应用超级大战”，马上就要打响。不少线索显示，GPT-5.2已显著超越Gemini 3。社交媒体流传的对比图显示，GPT-5.2在大模型的核心指标对比上几乎全面“碾压”Gemini 3和Claude 4.5。OpenAI掌舵者Sam Altman也在内部评估中宣称，新AI大模型在推理能力上将领先于谷歌竞品。MongoDB 的高质量增长财报数据，加上此前不久谷歌财报所显示的谷歌云平台(Google Cloud)整体营收的高增长态势、Gemini系列产品Token量激增以及谷歌巨额 AI Capex(与AI相关的资本支出)，共同说明AI应用开发到部署层的云数据平台需求和谷歌等云计算平台侧的云端AI推理算力需求都处在非常高的景气区间。更重要的是，随着包含Nano Banana Pro在内的谷歌Gemini3系列AI产品震撼问世且迅速风靡全球企业与消费端用户，凸显出包括MongoDB在内的整个“谷歌AI生态链”仍处在业绩强劲增长轨迹。MongoDB依托Atlas与Google Cloud/Vertex AI的长期深度集成，在本轮史无前例的AI超级大浪潮中可谓是云端数据库建设与向量检索层的核心受益者，以Atlas+Vertex AI 为代表的AI应用堆栈正在加速进入实用化、规模化阶段，指向B端与C端用户们生成式AI应用软件、AI搜索、AI推荐以及AI智能体等实际AI应用需求激增并且代理型AI工作流正在企业与消费者间加速渗透。MongoDB 12月初公布的业绩报告显示，该公司核心业务营收均超华尔街普遍预期并给出无比强劲的下财季与全年业绩展望指引。MongoDB既开发数据库软件本身，也提供围绕该数据库的一整套云计算服务与商业化支持，依托云数据库PaaS平台服务MongoDB Atlas在谷歌云平台上的长期深度集成带来的无比强劲业绩数据，可谓凸显出“谷歌AI生态链”正在全面受益于谷歌Gemini系列产品组合AI算力需求激增带来的收益全面激增，MongoDB则堪称是受益于谷歌应用侧云端AI推理算力激增的“谷歌AI生态链”最大赢家之一。AI投资主线逻辑生变：从“算力故事”逐渐走向“代理工作流与数据用量兑现强劲创收”在经历了2023–2024年以算力和基础设施为主导的“AI投资第一阶段”之后，市场正在明显向“AI应用与云数据智能平台”这条主线迁移。以赛富时、MongoDB、AppLovin、Meta、Google等为代表的一批软件型公司，近期在广告效率提升、营销自动化、云数据智能平台、以及开发者与企业工作流中的AI原生应用上，开始持续交出超预期的营收与利润增速，一部分公司甚至已经体现出AI智能体普及所带来的单客价值提升(ARPU 提升)、使用时长增长与云资源消耗放量。正如花旗在Re:Invent 反馈中提到：云厂商与ISV正围绕“消耗型计费 +云端数据智能/AI工作负载实际数据用量”重新构建商业模式，这实际上意味着——AI不再只是资本故事，而正在转化为可度量的营收弹性与更长久的增长曲线。那些能够更加合理地将与AI训练/推理高度绑定的AI驱动型云数据库、云观测\\监测、营销与广告智能投放平台、以及具备自建AI大模型与大规模AI应用开发到部署完整生态的大型互联网/云平台企业，或将成为新一轮AI应用浪潮之下的核心资产：它们既能分享AI推理大蓝海时代带来的算力消耗与数据调用红利，又能通过平台生态长期锁定客户资源，持续提高利润率与现金流质量。比如MongoDB的业绩增长逻辑，可以说已经从“通用文档型数据库”，转成明显绑定谷歌云平台+绑定Gemini系列AI应用软件从开发到部署完整生态的云数据库技术路线，与谷歌长期且深度合作可谓是其强劲业绩报告中的至关重要一环。MongoDB可谓站在了谷歌等云计算大型厂商们云端平台AI推理算力需求激增的“超级顺风口”。MongoDB Atlas作为托管数据库，原生运行在 谷歌云平台Google Cloud上，并且与谷歌云平台中的Vertex AI、BigQuery 等核心数据/AI开发者生态服务深度集成。MongoDB官网自己的案例文章也提到：绝大多数AI初创公司采用谷歌云(Google Cloud)+ MongoDB Atlas 作为主数据库和云端AI基础设施来运行基于LLM(超参数大语言模型)的AI应用开发到云端成功部署的完整AI生态平台。花旗分析师们表示，AWS re:Invent 2025 的一线反馈显示，AI 带来的真正赢家正在从“讲故事的模型公司”，转向“承接Agentic workflows的云数据与观测型平台”。花旗对于软件板块的投资立场很清晰：增配以用量计费的云数据/安全/观测平台和头部云厂商，把它们当作 AI 应用时代的软件型基础设施;对封闭、昂贵的一站式AI平台如Palantir则保持审慎情绪，强调主要看业绩与合同续约，而不是仅仅看情绪与叙事。MongoDB最新营收与盈利全面超预期并上调全年业绩展望，与谷歌最新抛出的更大规模AI Capex与谷歌更加强劲增速的云计算业务营收相互呼应，说明谷歌、微软以及亚马逊等公有云计算厂商们在AI算力基础设施建设以及AI应用侧加速渗透带来的强劲云推理端AI算力需求依然处于超高景气区间。如今，Gemini月活跃用户已超6.5亿，每月处理Token总量一年内更是增长超过20倍，谷歌的整个AI生态链可谓跟随基于谷歌云平台的炸裂式扩张的营收数据以及来自云端的AI推理算力需求激增、谷歌的整个AI应用生态渗透率激增而“一荣俱荣”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}