MongoDB业绩展望逊于Snowflake,市场反应消极——市场快讯

投资观察
13 hours ago

根据瑞银发布的一份研究报告,数据软件公司MongoDB Inc.公布的全年增长预期约为18%,这一数字在与同业Snowflake高达27%的业绩指引对比下显得令人失望。分析师Karl Keirstead和Jack Fyda指出,MongoDB Inc.在借助人工智能业务推动增长方面已显落后,其AI功能目前尚未对收入产生明显提振作用。

分析师进一步表示,相比之下,AI相关收入确实为同行Palantir和Databricks带来了增长动力,Snowflake也从中受益,尽管程度较轻。由于本季度业绩指引疲软,MongoDB Inc.股价当日大跌20%。

(本文结束) 2026年3月3日 13:00 ET(18:00 GMT)

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