6月16日，Datadog盘中下跌3.19%，报227.175美元/股，成交额6542.35万美元。
消息面上，尽管Truist证券前一交易日将Datadog评级从"持有"大幅上调至"买入"、目标价提升至300美元，但公司股价仍未能企稳。高盛持续维持卖出评级，其核心逻辑为当前增长由AI泡沫撑起溢价，长期护城河正在变薄。Datadog此前从约220美元快速攀升至近280美元，自6月初以来连续回调，当前较高点回撤幅度超20%，获利回吐压力持续释放。应用软件板块当日整体偏弱，Palantir Technologies跌1.8%，Strategy跌0.91%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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