[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-datadog-just-gained-13-in-a-month-take-profits-or-buy-more-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":346},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},141465,"Datadog一个月内上涨13%：获利了结，还是加仓买入？","2026-10-25T16:35:37","2026-10-25T16:35:42","华尔街正大举涌入，而业绩指引留有超预期的空间","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>截至10月23日，Datadog 股价年内上涨了98%，在经历又一个波动周后收于269.65美元。\u003C\u002Fli>\n\n\n\n\u003Cli>Bernstein 将 Datadog 评级上调至“跑赢大盘”，目标价定为350美元；而美国银行在财报发布前将其目标价上调至335美元。\u003C\u002Fli>\n\n\n\n\u003Cli>第二季度营收增长36%，达到11.2亿美元，显著超过竞争对手 Dynatrace 16%的季度营收增长。\u003C\u002Fli>\n\n\n\n\u003Cli>鉴于股价交易于溢价估值水平，且第三季度财报将于11月4日发布，此时获利了结一部分仓位看起来比激进加仓更具吸引力。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Datadog (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=134521275&tid=634751265\">DDOG\u003C\u002Fa>)\u003C\u002Fstrong> 一直是2026年表现最强劲的软件股之一，截至10月23日，其股价年内上涨了98%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该股周五收于269.65美元，在前一交易日因有关潜在数十亿美元收购的报道下跌5.6%后反弹了4.6%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">尽管存在波动，华尔街仍然乐观地认为，加速的云需求和不断增长的AI工作负载可能支撑其进一步增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">问题在于，在经历了如此巨大的上涨之后，Datadog 改善的基本面能否证明其溢价估值的合理性。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-wall-street-keeps-getting-more-bullish-on-datadog\" class=\"wp-block-heading\">华尔街对 Datadog 的看涨情绪持续升温\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师的乐观情绪推动了 Datadog 近期的表现。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10月9日，随着科技股反弹，且CIBC将其目标价从280美元上调至315美元，该股上涨7.1%，收于创纪录的293.26美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">随后，该股在10月12日盘中触及300.68美元的52周高点，然后回落。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10月19日，Bernstein 将 Datadog 评级从“与大盘持平”上调至“跑赢大盘”，并将其目标价从237美元上调至350美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师 Peter Weed 引用了强于预期的AI原生客户需求，指出企业代币消费的增长速度超过了之前的模型预测。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">美国银行紧随其后，于10月23日将其目标价从305美元上调至335美元，同时维持其“买入”评级。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这些评级上调表明，分析师越来越预期 Datadog 将从持续的AI基础设施支出中受益。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-datadog-s-growth-is-accelerating-beyond-ai-customers\" class=\"wp-block-heading\">Datadog 的增长正在超越AI客户而加速\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 报告第二季度营收为11.2亿美元，同比增长36%，标志着其连续第五个季度营收增长加速。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">作为对比，竞争对手 \u003Cstrong>Dynatrace (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Festimates?cid=628406634&tid=629721515&tab=est&ref=srk6m3\">DT\u003C\u002Fa>)\u003C\u002Fstrong> 报告截至6月30日的季度营收为5.55亿美元，同比增长16%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 更快的扩张速度有助于解释其溢价估值，尽管两家公司都受益于企业云监控需求。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">重要的是，Datadog 的增长势头超出了其最大的AI客户范围。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">非AI客户的营收增长在20%高位区间，而一年前为18%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 在第二季度还产生了3.16亿美元的运营现金流和2.79亿美元的自由现金流。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然而，在8月财报发布后，由于投资者担心其最大AI客户的消费减少，股价下跌了16.6%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">管理层对第三季度11.35亿至11.45亿美元的营收指引假设该客户仅贡献其合同规定的最低额度。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果AI消费改善，而更广泛的客户基础保持其增长势头，Datadog 可能会超出这些预期。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-datadog-s-valuation-leaves-little-room-for-error\" class=\"wp-block-heading\">Datadog 的估值几乎没有容错空间\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">最大的担忧是投资者已经为这种增长支付了多少溢价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 的远期市盈率从2月23日的47.4倍增加到10月16日的93.2倍。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA\" alt=\"Datadog stock\" class=\"wp-post-141465 wp-image-141461\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792449158\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792449158\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y\u002FLM-DDOG-1m-2026-10-19_DDOG_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog (DDOG): 远期（未来12个月）市盈率，过去5年 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fmultiples?cid=134521275&tid=634751265&tab=multi&ref=srk6m3\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这种估值扩张速度显著超过了3月底至10月初期间预测的未来12个月盈利约23%的增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 的五年平均远期市盈率约为108倍，尽管2021年异常高的估值显著拉高了这一数字。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师仍然预期会有大幅增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">共识预测预计，营收将从2025财年的34.3亿美元增加到2026年的44.7亿美元，到2028年达到67.8亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA\" alt=\"Datadog stock\" class=\"wp-post-141465 wp-image-141463\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792449156\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792449156\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029\u002FLM-DDOG-1m-2026-10-19_DDOG_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog (DDOG): 营收，实际值与共识预测，单位：十亿美元，2024–2029财年 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Festimates?cid=134521275&tid=634751265&tab=est&ref=srk6m3\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这些预测支持了 Datadog 的长期增长机会，但投资者已经为这种乐观情绪支付了大部分溢价。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-wall-street-sees-around-9-upside\" class=\"wp-block-heading\">华尔街预计约有9%的上涨空间\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师在过去一年中稳步提高了对 Datadog 的目标价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">平均目标价已从一年前的大约168美元升至约293美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA\" alt=\"Datadog stock\" class=\"wp-post-141465 wp-image-141464\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792449154\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792449154\u002Fimages\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr\u002FLM-DDOG-1m-2026-10-19_DDOG_street_targets_1yr.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Datadog (DDOG): 分析师共识（平均）目标价，每股美元，过去一年 (\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fmultiples?cid=134521275&tid=634751265&tab=multi&ref=srk6m3\">TIKR\u003C\u002Fa>\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">相对于10月23日269.65美元的收盘价，293美元的共识目标价意味着大约9%的上涨空间。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Bernstein 的350美元目标价代表了更乐观的前景，而最低的分析师目标价仍为158美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如此宽泛的范围突显了围绕 Datadog 在维持其溢价估值的同时能否保持快速增长的不确定性。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-november-4-earnings-could-be-the-next-major-catalyst\" class=\"wp-block-heading\">11月4日的财报可能是下一个主要催化剂\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 计划于11月4日市场开盘前发布第三季度业绩。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师预计调整后每股收益约为0.64美元，处于管理层0.63至0.65美元的指引区间内。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">营收表现将尤为重要。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者应关注 Datadog 是否会超过其11.45亿美元营收指引的上限，以及AI相关客户的消费是否正在改善。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">另一个进展是 Datadog \u003Ca href=\"https:\u002F\u002Fwww.theinformation.com\u002Farticles\u002Fdatadog-offered-buy-security-startup-upwind-nearly-4-billion\">据报以近40亿美元收购云安全初创公司 Upwind Security 的提议\u003C\u002Fa>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">尚未确认有任何交易完成。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">潜在的收购可能会加强 Datadog 的云安全产品，尽管这也需要大量资金。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">截至6月底，Datadog 拥有约50亿美元的现金、现金等价物和有价证券。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-is-datadog-stock-still-worth-buying-after-its-rally\" class=\"wp-block-heading\">Datadog 股票在上涨后还值得买入吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Datadog 的长期增长故事仍然具有吸引力，但在该股在2026年几乎翻倍之后，在当前价位获利了结一部分看起来比激进加仓更具吸引力。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">营收增长正在加速，非AI客户支出增加，改善的AI需求可能支撑另一份强劲的财报。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">然而，鉴于 Datadog 交易于溢价估值，且华尔街共识目标价仅意味着约9%的上涨空间，投资者已经为未来的增长支付了可观的溢价。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这并不意味着投资者需要清空全部仓位。如果 Datadog 继续超出预期，长期股东仍可能受益。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">但对于持有可观收益的投资者而言，在11月4日财报发布前减持一部分持仓，可以在保留参与公司长期增长的同时降低风险敞口。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在获利了结和加仓之间，在 Datadog 当前的估值水平下，获利了结一部分似乎是更好的选择。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-datadog-stock-actually-worth\" class=\"wp-block-heading\">那么 Datadog 股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 让你在一分钟内预测任何股票的未来价格。只需在 TIKR 的估值模型中输入几个假设，就能看到 Datadog 可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为 Datadog 估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非旨在提供来自 TIKR 或我们内容团队的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能不包括近期的公司新闻或重要更新。TIKR 不持有任何提及股票的头寸。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1109,"zh","\u002Fblog\u002Fdatadog-just-gained-13-in-a-month-take-profits-or-buy-more","datadog-just-gained-13-in-a-month-take-profits-or-buy-more","images\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700534\u002Fimages\u002FDDOG-stock-vkstudio-via-Canva\u002FDDOG-stock-vkstudio-via-Canva.png?_i=AA",{"altText":237,"imageCredit":238},"Datadog Just Gained 13% in a Month: Take Profits, or Buy More?","vkstudio via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Nikko Henson","nikkotikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Wall Street’s piling in, and the guide leaves room for a beat",{"title":237,"description":260,"twitterTitle":237,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":237,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Wall Street’s piling in, and the guide leaves room for a beat","TIKR.com","预计阅读时间","2 minutes",1200,630,[267,284,301,316,331],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":281,"relatedPosts":283},"美洲电信股价大涨6%，第三季度利润增长7%，盈利与营收均超预期","2026-10-25 16:30:00","汇率波动掩盖了更强劲的季度表现",825,"\u002Fblog\u002Famerica-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","america-movil-jumps-6-as-third-quarter-profit-rises-7-topping-earnings-and-revenue-estimates","images\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700635\u002Fimages\u002FAMX-stock-Robert-Kneschke-via-Canva\u002FAMX-stock-Robert-Kneschke-via-Canva.png?_i=AA",{"altText":268},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":280},"Bobby Sankhagowit","bobby",[],[282],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":298,"relatedPosts":300},"甲骨文股价一年内下跌55%。是抄底良机还是价值陷阱？","2026-10-25 16:08:55","甲骨文股价一年内下跌55%，但已连续四个季度超出每股收益预期。以15.5倍市盈率来看，核心问题在于其增长动力受阻。",840,"\u002Fblog\u002Foracle-stock-is-down-55-in-a-year-bargain-or-value-trap","oracle-stock-is-down-55-in-a-year-bargain-or-value-trap","images\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795469\u002Fimages\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart.png?_i=AA",{"altText":285},{"name":295,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":297},"Gian Estrada","giantikr",[],[299],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":302,"date":303,"excerpt":304,"wordCount":305,"uri":306,"slug":307,"cloudinaryAssetId":308,"featuredImageOriginalUrl":309,"featuredImageMetadata":310,"author":311,"categories":313,"relatedPosts":315},"特斯拉股价过去一年下跌17%。现在买入还是等待合并条款？","2026-10-25 15:56:16","特斯拉股价在一年内下跌了17%，因7月份消耗了11亿美元现金。而10月份15.3亿美元的自由现金流改变了局面。以下是具体变化幅度。",1250,"\u002Fblog\u002Ftesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","tesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","images\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932705\u002Fimages\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10.png?_i=AA",{"altText":302},{"name":295,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":312},[],[314],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":317,"date":318,"excerpt":319,"wordCount":320,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":328,"relatedPosts":330},"Arm股价上周下跌8%。这与Lam Research有何关联？","2026-10-25 15:40:56","Arm股价单日下跌7.28%，Lam Research的供应预警冲击芯片股。同样的瓶颈制约着Arm价值20亿美元的AGI CPU需求管线。",925,"\u002Fblog\u002Farm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","arm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":317},{"name":295,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":327},[],[329],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":343,"relatedPosts":345},"Alphabet股价过去一年上涨26.5%。在320美元价位仍值得买入吗？","2026-10-25 15:24:57","Alphabet股价一年内上涨27%，但仍较5月403美元的历史高点低21%。800亿美元的股票抛售计划与2050亿美元的资本支出计划，解释了这一差距。",1089,"\u002Fblog\u002Falphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","alphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":332},{"name":295,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":342},[],[344],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[347,367,382,397,412],{"id":255,"title":348,"date":349,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":361,"relatedPosts":366},"Meta股价在营收超预期后单日下跌7%。是时候卖出还是加仓？","2026-10-24 20:50:00","Meta营收超出预期，但受AI支出担忧冲击科技股影响，股价单日仍下跌7%。财报电话会议披露了Muse成本下降的具体数据。",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":348},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":360},"Wiltone 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20:45:00","Netflix联席CEO表示，其美国剧集在2026年将实现\"二垒打和三垒打\"，而全球市场则需要\"本垒打\"。股价报65.85美元，估值更接近迪士尼而非Spotify，TIKR模型揭示了买家支付的对价。",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":368},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":378},[],[380],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":383,"date":384,"excerpt":385,"wordCount":386,"uri":387,"slug":388,"cloudinaryAssetId":389,"featuredImageOriginalUrl":390,"featuredImageMetadata":391,"author":392,"categories":394,"relatedPosts":396},"可口可乐股价在创下52周新高后次日下跌。以下是10月27日印度市场为何重要的原因","2026-10-24 20:40:00","可口可乐在10月23日市场普跌中下跌2.76%，此前一天其股价刚创下52周新高。其上份财报显示，亚太地区销量增长最为强劲，但在印度市场份额有所下滑，这将是10月27日（发布新财报时）需要关注的重点。",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":383},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":393},[],[395],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":398,"date":399,"excerpt":400,"wordCount":401,"uri":402,"slug":403,"cloudinaryAssetId":404,"featuredImageOriginalUrl":405,"featuredImageMetadata":406,"author":407,"categories":409,"relatedPosts":411},"ServiceNow 欲成安全领域头号玩家 其77.5亿美元收购Armis的交易需在10月28日证明什么","2026-10-24 20:35:00","ServiceNow首席执行官表示，公司已成为第八大企业安全供应商，并立志成为行业第一。为实现这一目标进行的收购已对GAAP利润率造成压力，而10月28日将是他发表该言论后的首份财报发布日。",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":398},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":408},[],[410],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":413,"date":414,"excerpt":415,"wordCount":416,"uri":417,"slug":418,"cloudinaryAssetId":419,"featuredImageOriginalUrl":420,"featuredImageMetadata":421,"author":422,"categories":424,"relatedPosts":426},"艾伯维获FDA批准Skyrizi居家治疗克罗恩病。预计何时将体现在销售额中","2026-10-24 20:30:00","美国食品药品监督管理局于10月23日批准了Skyrizi用于克罗恩病的家庭诱导治疗，这比艾伯维公布第三季度财报早了一周。商业部门负责人杰夫·斯图尔特曾表示，完全付费准入通常需要60至90天，这意味着销售回报将指向2027年初。",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":413},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":423},[],[425],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[]]