<p>每个早期阶段的公司都有一个时刻，投资者开始看到耐心持有的回报，那就是早期阶段转向 “增长加速” 阶段的时候。当这种情况发生时，市场份额和财务指标增长到足够大的程度，使得公司的股票在市场中获得更高的地位，并停止在市场上那些被低估和不知名的交易所交易。</p>
<p>今天的例子是 <strong>Datadog Inc. NASDAQ: DDOG</strong>。这家公司在这些关键指标上增长到足够的程度，以被纳入更广泛的标准普尔 500 指数，而该指数通常排除像这样的较小科技股。</p>
<p>Datadog 的公司市值为 537 亿美元，<strong>快速的财务增长</strong> 使其成为一个例外。它仍然是任何投资者投资组合中的潜在复合增长者。</p>
<p>当然，现在股票 <strong>交易在新高</strong>，一些投资者可能会对今天购买这个故事感到犹豫，觉得自己错过了机会。然而，随着新加入指数，带来了巨大的新好处，其中一些将仅仅因为公司最近的财务表现而被放大。</p>
<h2><strong>标准普尔 500 的加入真正意味着什么</strong></h2>
<p>随着 Datadog 成为标准普尔 500 的一部分，机构投资者和大型资产管理公司将在未来几个月内被要求购买该股票，因为他们必须将特定比例的资产分配给 Datadog。</p>
<p>将这种效应乘以数十亿美元的资本，可以为 Datadog 股票创造巨大的购买压力，并为其持续测试更高价格提供恰当的动力。事实上，一些机构买家已经预期到这一事件的发生，因此他们这次提前入场。</p>
<p>来自瑞银资产管理的投资者决定在 2025 年 5 月中旬将他们在 Datadog 股票中的持仓增加 48.3%，使他们的整体持股达到 2.814 亿美元，成为 <strong>今天最大的机构持有者</strong>。一旦标准普尔 500 的加入生效，投资者将注意到瑞银和许多其他参与者的购买增加。</p>
<p>这一强制性加入将激发购买，股票最近的动量和价格走势也会如此。在一个月内上涨高达 27.8% 后，Datadog 股票现在 <strong>交易接近其 52 周高点的 92%</strong>，没有放缓的迹象。</p>
<p>如果股票重新测试（或突破）其之前的 52 周高价，新机构买家可能会再次涌入，因为他们的常见动量策略在买方方程式上被触发。这是投资者今天需要考虑的顺风。</p>
<h2><strong>Datadog 股票的基本面推动</strong></h2>
<p>所有这些看涨因素如果没有任何基本面的支持，只会是一个美好的故事，这就是为什么投资者需要更深入地挖掘 Datadog 的财务数据，以真正弄清楚该股票是否能够在未来几个月证明所有这些积极的观点和预期。</p>
<p>在审查最近的季度收益结果时，投资者可以开始列出积极发展的清单，足以让他们这次站在市场的正确一侧。从收入开始，Datadog 报告本季度收入达到 7.62 亿美元，与去年同期相比，净增长率为 25%。</p>
<p><strong>两位数的收入增长</strong> 是一方面，但公司如何实现这些收入更为重要。拥有 3,770 个年经常性收入（ARR）超过 10 万美元的用户，这是科技投资者希望看到的关键指标之一。</p>
<p>这意味着 Datadog 从其服务中获得订阅收入，创造了一个非常稳定和可预测的财务环境。这反过来使管理层能够更有效地再投资和管理资本，同时也使华尔街分析师能够预测未来的财务和估值。</p>
<p>这一效应在公司的经营现金流指标中显而易见，本季度经营现金流增加至 2.715 亿美元，而去年同期为 2.123 亿美元。对于科技公司而言，经营现金流基础的增长意味着未来一系列额外的股东利益。</p>
<p>这就是财富复合增长开始发生的地方，因为 Datadog 可以利用这笔现金流偿还债务，提高每股收益（EPS），<strong>启动股票回购计划</strong>，或进行新收购以进一步增强增长。总的来说，Datadog 在标准普尔 500 中赢得了自己的位置，这些指标也应该使其在每个投资者的观察名单中占有一席之地。</p>
<h2>你现在应该投资 1,000 美元在 Datadog 吗？</h2>
<p>在考虑 Datadog 之前，你会想听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向他们的客户推荐现在购买，以便在更广泛的市场意识到之前……而 Datadog 并不在名单上。</p>
<p>虽然 Datadog 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票是更好的买入选择。</p>
<p>在这里查看这五只股票</p>

DDOG

<p>Datadog 已被纳入标准普尔 500 指数，吸引了需要重新平衡持仓的新机构买家。该公司的市值为 537 亿美元，强劲的财务增长使其具备了这一纳入的条件。在最近的反弹之后，Datadog 的股票交易接近其 52 周高点，预计机构投资者将面临显著的买入压力。该公司报告了上一季度 7.62 亿美元的收入，反映出 25% 的增长率，运营现金流上升至 2.715 亿美元，显示出强劲的财务健康状况和进一步增长的潜力</p>

<p>There comes a moment in every early-stage company when investors start to see the reward of being patient with their holdings, and that is when the early stage shifts into a “growth spurt” gear. When this happens, market share and financial metrics grow large enough that the company’s stock earns its place in the higher ranks of the market, and it stops trading on the under-covered and obscure exchanges of the marketplace.</p>
<div class="lb-trans"><p>每个早期阶段的公司都有一个时刻，投资者开始看到耐心持有的回报，那就是早期阶段转向 “增长加速” 阶段的时候。当这种情况发生时，市场份额和财务指标增长到足够大的程度，使得公司的股票在市场中获得更高的地位，并停止在市场上那些被低估和不知名的交易所交易。</p>
</div><p>Today’s example is that of <strong>Datadog Inc. NASDAQ: DDOG</strong>. This company has grown sufficiently in these key metrics to be included in the broader S&amp;P 500 index, which typically excludes smaller technology stocks like this one.</p>
<div class="lb-trans"><p>今天的例子是 <strong>Datadog Inc. NASDAQ: DDOG</strong>。这家公司在这些关键指标上增长到足够的程度，以被纳入更广泛的标准普尔 500 指数，而该指数通常排除像这样的较小科技股。</p>
</div><p>Datadog's $53.7 billion company status and <strong>rapid financial growth</strong> make it an exception. It remains a potential compounder for any investor’s portfolio.</p>
<div class="lb-trans"><p>Datadog 的公司市值为 537 亿美元，<strong>快速的财务增长</strong> 使其成为一个例外。它仍然是任何投资者投资组合中的潜在复合增长者。</p>
</div><p>Of course, now that the stock is <strong>trading at new highs</strong>, some investors might be wary of buying into this story today, feeling like they missed the boat on this one. However, with a new addition to the index comes great new benefits, some of which will only be amplified by the company's recent financial performance.</p>
<div class="lb-trans"><p>当然，现在股票 <strong>交易在新高</strong>，一些投资者可能会对今天购买这个故事感到犹豫，觉得自己错过了机会。然而，随着新加入指数，带来了巨大的新好处，其中一些将仅仅因为公司最近的财务表现而被放大。</p>
</div><h2><strong>What an S&amp;P 500 Addition Truly Means</strong></h2>
<div class="lb-trans"><h2><strong>标准普尔 500 的加入真正意味着什么</strong></h2>
</div><p>As Datadog becomes part of the S&amp;P 500, institutional investors and big asset managers will be required to purchase the stock in the coming months, since they must allocate a specific percentage of their assets to Datadog.</p>
<div class="lb-trans"><p>随着 Datadog 成为标准普尔 500 的一部分，机构投资者和大型资产管理公司将在未来几个月内被要求购买该股票，因为他们必须将特定比例的资产分配给 Datadog。</p>
</div><p>Multiplying this effect across billions of dollars' worth of capital can create massive buying pressure for Datadog stock and bring in just the right type of fuel to keep it testing higher and higher prices as well. In fact, some of these institutional buyers were already expecting this event to take place, so they got in ahead of the curb this time.</p>
<div class="lb-trans"><p>将这种效应乘以数十亿美元的资本，可以为 Datadog 股票创造巨大的购买压力，并为其持续测试更高价格提供恰当的动力。事实上，一些机构买家已经预期到这一事件的发生，因此他们这次提前入场。</p>
</div><p>Those from UBS Asset Management decided to boost their previous holdings in Datadog stock by 48.3% as of mid-May 2025, bringing their entire stake up to $281.4 million, making them the <strong>largest institutional holder today</strong>. Once the S&amp;P 500 addition takes effect, investors will notice increased buying from UBS and many other players as well.</p>
<div class="lb-trans"><p>来自瑞银资产管理的投资者决定在 2025 年 5 月中旬将他们在 Datadog 股票中的持仓增加 48.3%，使他们的整体持股达到 2.814 亿美元，成为 <strong>今天最大的机构持有者</strong>。一旦标准普尔 500 的加入生效，投资者将注意到瑞银和许多其他参与者的购买增加。</p>
</div><p>This mandatory addition will spark the buying, as will the stock’s recent momentum and price action. After a one-month rally of up to 27.8%, Datadog stock now <strong>trades at up to 92% of its 52-week high levels</strong> with no signs of slowing down.</p>
<div class="lb-trans"><p>这一强制性加入将激发购买，股票最近的动量和价格走势也会如此。在一个月内上涨高达 27.8% 后，Datadog 股票现在 <strong>交易接近其 52 周高点的 92%</strong>，没有放缓的迹象。</p>
</div><p>If the stock retests (or breaks) its previous 52-week high price, new institutional buyers will likely start to pile in again as their common momentum strategies are triggered on the buy side of the equation. This is a tailwind that investors need to consider today.</p>
<div class="lb-trans"><p>如果股票重新测试（或突破）其之前的 52 周高价，新机构买家可能会再次涌入，因为他们的常见动量策略在买方方程式上被触发。这是投资者今天需要考虑的顺风。</p>
</div><h2><strong>Fundamentals Push on for Datadog Stock</strong></h2>
<div class="lb-trans"><h2><strong>Datadog 股票的基本面推动</strong></h2>
</div><p>All of these bullish factors would be nothing but a nice story without any fundamental backing, which is why investors need to dig a bit deeper into Datadog's financials to really figure out whether the stock can justify all of these positive views and expectations in the coming months.</p>
<div class="lb-trans"><p>所有这些看涨因素如果没有任何基本面的支持，只会是一个美好的故事，这就是为什么投资者需要更深入地挖掘 Datadog 的财务数据，以真正弄清楚该股票是否能够在未来几个月证明所有这些积极的观点和预期。</p>
</div><p>When examining the most recent quarterly earnings results, investors can begin to tick off a checklist of positive developments, enough to put them on the right side of the market this time. Starting with revenue, Datadog reported up to $762 million for the quarter, representing a 25% net growth rate compared to the same quarter last year.</p>
<div class="lb-trans"><p>在审查最近的季度收益结果时，投资者可以开始列出积极发展的清单，足以让他们这次站在市场的正确一侧。从收入开始，Datadog 报告本季度收入达到 7.62 亿美元，与去年同期相比，净增长率为 25%。</p>
</div><p><strong>Double-digit revenue growth</strong> is one thing, but how the company makes this revenue happen is even more important. With 3,770 users generating over $100,000 in annual recurring revenue (ARR), it is one of the key metrics technology investors want to see.</p>
<div class="lb-trans"><p><strong>两位数的收入增长</strong> 是一方面，但公司如何实现这些收入更为重要。拥有 3,770 个年经常性收入（ARR）超过 10 万美元的用户，这是科技投资者希望看到的关键指标之一。</p>
</div><p>This means that Datadog receives subscription revenue from its services, creating a very stable and predictable financial environment. This, in turn, enables management to reinvest and manage capital more effectively, as well as for Wall Street analysts to project financials and valuations moving forward.</p>
<div class="lb-trans"><p>这意味着 Datadog 从其服务中获得订阅收入，创造了一个非常稳定和可预测的财务环境。这反过来使管理层能够更有效地再投资和管理资本，同时也使华尔街分析师能够预测未来的财务和估值。</p>
</div><p>That effect is evident in the company’s operating cash flow measure, which increased to $271.5 million this quarter, compared to $212.3 million for the same quarter a year ago. For technology companies, a growing base of operating cash flow means a suite of added shareholder benefits down the line.</p>
<div class="lb-trans"><p>这一效应在公司的经营现金流指标中显而易见，本季度经营现金流增加至 2.715 亿美元，而去年同期为 2.123 亿美元。对于科技公司而言，经营现金流基础的增长意味着未来一系列额外的股东利益。</p>
</div><p>This is where wealth compounding begins to take place, as Datadog can use this cash flow to pay down its debts, boost earnings per share (EPS), <strong>initiate a stock buyback program</strong>, or make new acquisitions to further enhance growth. All told, Datadog has earned its place in the S&amp;P 500, and these metrics should also earn it a place in every investor’s watchlist.</p>
<div class="lb-trans"><p>这就是财富复合增长开始发生的地方，因为 Datadog 可以利用这笔现金流偿还债务，提高每股收益（EPS），<strong>启动股票回购计划</strong>，或进行新收购以进一步增强增长。总的来说，Datadog 在标准普尔 500 中赢得了自己的位置，这些指标也应该使其在每个投资者的观察名单中占有一席之地。</p>
</div><h2>Should You Invest $1,000 in Datadog Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Datadog 吗？</h2>
</div><p>Before you consider Datadog, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Datadog 之前，你会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Datadog wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向他们的客户推荐现在购买，以便在更广泛的市场意识到之前……而 Datadog 并不在名单上。</p>
</div><p>While Datadog currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Datadog 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票是更好的买入选择。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Datadog 加入标普 500 指数，触发新一轮上涨趋势