7月22日，Datadog盘中下跌4.05%，报247.15美元/股，成交额1.04亿美元。消息面上，美国银行当日将Datadog目标价从280美元上调至305美元，此前一日杰富瑞、Evercore ISI也分别上调目标价至280美元，但密集的看多声音未能抵御卖盘压力。
核心拖累因素为瑞银近期报告所揭示的对冲基金动量策略去风险化趋势。瑞银指出，对冲基金近期大规模减仓半导体和软件股，相关板块净头寸已回落至4月水平，Datadog被明确列入动量股篮子中。瑞银预计此轮抛售将于7月底前触底，建议投资者逐步建仓而非急于买入。同行业Palantir同日下跌3.05%、Salesforce下跌1.8%，印证软件板块整体承压。
（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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