DigitalOcean Holdings, Inc.（DOCN）今日盘中股价大涨5.10%，引发市场广泛关注。
消息面上，公司于盘前公布了二季度财报，业绩表现强劲，税前利润录得2714.2万美元，毛利润达1.54662亿美元。此前公司预告二季度营收同比增长约29%，调整后EBITDA利润率与非GAAP每股收益预计达到或超过此前指引高端，实际业绩兑现了市场的高预期。此外，公司在二季度签署了多项九位数年度AI推理及云产品客户承诺，剩余履约价值（RPO）预计突破8亿美元，同比增长超十倍，彰显其在AI云计算领域的强劲增长势头。
UBS此前指出，公司Richmond数据中心已接近满负荷运行，Kansas City新数据中心的上线进度将成为三季度营收的关键变量。值得一提的是，此前公司因完成约4.72亿美元可转换票据回购并新增约1250万股，股价一度累计下挫逾15%。随着短期抛压释放，叠加强劲的基本面预期和AI业务进展，多头信心持续修复，推动股价在财报公布后大幅走高。
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