周三，数据库软件公司 MongoDB Inc. 盘中大涨近35%，引发市场广泛关注。这一显著涨幅主要源于公司发布的超预期第二季度财报以及大幅上调的全年业绩指引。
根据财报显示，MongoDB截至7月31日的第二季度调整后每股收益达到1.00美元，远超分析师预期的0.66美元，同比增长42.5%。公司第二季度营收同比增长23.7%，达到5.914亿美元，同样超出华尔街预期的5.563亿美元。这一强劲业绩表明公司在人工智能驱动的需求浪潮中表现出色。
更引人注目的是，MongoDB大幅上调了2026财年的全年业绩预期。公司现预计全年调整后每股收益将在3.64美元至3.73美元之间，远高于此前2.94美元至3.12美元的预期。同时，公司将全年营收预期上调至23.4亿美元至23.6亿美元，高于之前22.5亿美元至22.9亿美元的预测范围。MongoDB首席执行官Dev Ittycheria强调，公司近期获得的许多客户正专门构建人工智能应用程序，凸显了MongoDB数据库解决方案在人工智能基础设施中的关键地位。
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