云监控与分析SaaS平台Datadog（DDOG）今日盘前大涨8.49%，投资者对即将公布的第二季度财报抱有积极预期。
消息面上，瑞银分析师Karl Keirstead于近日重申对Datadog的"买入"评级，并维持165美元的目标价。分析师强调，尽管自4月初以来Datadog股价已累计上涨54%，但其配置价值仍具吸引力。瑞银指出，该股与健康增长的云基础设施市场存在强相关性，而市场对OpenAI合作风险的担忧可能被过度放大。
Datadog将于今日（8月7日）美股开盘前披露2025财年第二季度财报。市场关注焦点已从OpenAI合作风险转向其核心云计算业务的增长韧性。分析师预计Datadog的每股收益为0.26美元。投资者将重点关注三大核心观察点：整体可观察性软件支出趋势的持续性、与OpenAI合作关系的实际健康状况，以及亚马逊AWS略低于预期的业绩是否会对Datadog产生传导效应。随着财报窗口临近，市场将进一步检验Datadog的盈利质量是否足以支撑当前估值，以及管理层对AI安全产品线的战略指引。
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