<p>在人工智能（AI）熱潮中，<strong>Nvidia</strong>（NVDA +2.33%）是所有股票的衡量標準。該公司提供了推動近期 AI 進展的半導體，並且是 AI 革命的無可否認的受益者。儘管對競爭加劇、未來 AI 採用的不確定性以及經濟和地緣政治的不確定性存在擔憂，Nvidia 的股票在 2026 年迄今已上漲 21%（截至週三市場收盤），超過了 <strong>標準普爾 500</strong> 和 <strong>納斯達克綜合指數</strong>，後者分別上漲了 9% 和 14%。</p>
<p>然而，有一隻 AI 股票正在超越 Nvidia。AI 驅動的可觀察性和安全平台 <strong>Datadog</strong>（DDOG +2.69%）如同鳳凰涅槃，在 2026 年上漲了 51%，其漲幅超過了 Nvidia 的兩倍。</p>
<p>讓我們來看看是什麼推動了近期的激增，以及未來可能會有更多的增長。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2OTU3MC9kZXZlbG9wZXJzLWxvb2tpbmctYXQtbGluZXMtb2YtYWktY29kZS1vbi1hLWNvbXB1dGVyLXNjcmVlbi5qcGcWdz0zODQwFm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2OTU3MC9kZXZlbG9wZXJzLWxvb2tpbmctYXQtbGluZXMtb2YtYWktY29kZS1vbi1hLWNvbXB1dGVyLXNjcmVlbi5qcGcWdz0zODQwFm9wPXJlc2l6ZQ"/></p>
<p>圖片來源：Getty Images。</p>
<h2>潮流已變</h2>
<p>去年對 Datadog 投資者來説是一個充滿挑戰的一年。壓在股票上的最大問題之一是擔心 AI 的進步會使傳統的 軟件即服務（SaaS） 公司變得過時。過去幾年中增長放緩的趨勢似乎證實了投資者最糟糕的擔憂。這一切在 2026 年初似乎發生了變化。</p>
<p>在第一季度，Datadog 的收入同比增長 32%，達到了 10 億美元。這標誌着該公司首次實現 10 億美元的季度收入，也是三年來最快的增長速度。調整後的每股收益（EPS）增長了 30%，達到了 0.60 美元。</p>
<p>作為參考，分析師的共識預期收入為 9.32 億美元，調整後的 EPS 為 0.51 美元，因此 Datadog 輕鬆超越了這兩個預期。</p>
<p>推動業績增長的是 Datadog 最有利可圖的客户的強勁增長，提供年經常性收入（ARR）超過 10 萬美元的客户數量增加至 4,550 家，增長了 21%。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvRERPRy5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Datadog 股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvRERPRy5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: DDOG</h2>
<p>Datadog</p>
<p>今日變動</p>
<p>(2.69%) $5.38</p>
<p>當前價格</p>
<p>$205.32</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$730 億</p>
<p>日內區間</p>
<p>$195.51 - $205.35</p>
<p>52 周區間</p>
<p>$98.01 - $205.44</p>
<p>成交量</p>
<p>15 萬</p>
<p>平均成交量</p>
<p>550 萬</p>
<p>毛利率</p>
<p>79.86%</p>
<p>公司的現金生成能力也很強，運營現金流為 3.35 億美元，自由現金流為 2.89 億美元，分別增長了 23% 和 18%。</p>
<p>本季度最大的進展之一是 GPU 監控的推出。企業正在快速採用 AI，但對 投資回報率（ROI） 的擔憂依然存在。Datadog 通過監控 GPU 的健康、成本和性能，幫助企業優化支出和性能，以便在擴展 AI 項目時獲得更好的效果。客户還從更快的故障排除和更大的成本節省中受益，這在許多情況下是相當可觀的。</p>
<p>因此，Datadog 在本季度達成了幾項大型 AI 相關交易，包括多個六位數、七位數和八位數的年化交易。其中有幾筆交易尤為顯著，涉及 “全球兩大科技公司……構建和訓練世界上最先進的 AI 模型。” 根據管理層的説法，通過使用 Datadog 的工具，他們能夠 “加速在超大規模 AI 訓練工作負載上的創新步伐”。</p>
<p>在發佈了令人矚目的財報後，Datadog 上調了全年預測。該公司現在預計收入為 43.2 億美元，調整後的 EPS 在指導中值為 2.40 美元。這比之前的預測有了顯著增加，之前的預測為收入 40.8 億美元，調整後的 EPS 為 2.12 美元。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Nvidia 股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: NVDA</h2>
<p>Nvidia</p>
<p>今日變動</p>
<p>(2.33%) $5.14</p>
<p>當前價格</p>
<p>$225.92</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$5.5 萬億</p>
<p>日內區間</p>
<p>$221.56 - $227.84</p>
<p>52 周區間</p>
<p>$129.16 - $227.84</p>
<p>成交量</p>
<p>520 萬</p>
<p>平均成交量</p>
<p>1.7 億</p>
<p>毛利率</p>
<p>71.07%</p>
<p>股息收益率</p>
<p>0.02%</p>
<h2>不是簡單的比較</h2>
<p>公平地説，這顯然不是簡單的比較。Datadog 首次實現季度收入 10 億美元，而 Nvidia 在幾天內就能達到這個數字。此外，Nvidia 的前景預計收入增長 77%，這遠遠超過了 Datadog 預計的 30% 增長。然而，這確實説明了一個重要的觀點。隨着 AI 採用的進一步發展，投資者也在隨之而動，尋找下一代 AI 贏家。那些前景良好的公司正在獲得豐厚的回報。</p>
<p>Datadog 似乎已經破解了幫助客户加入 AI 革命並獲得更高投資回報率的密碼。在此過程中，該公司消除了其服務會被 AI 顛覆的觀念。</p>
<p>華爾街對此表示全力支持。在 5 月份，92% 的分析師對 Datadog 的評級為買入或強烈買入，沒有人建議賣出。此外，在公司發佈了令人矚目的季度財報後，分析師們紛紛更新價格目標，因為該股繼續上漲。Datadog 已經接近 220 美元的平均價格目標，代表着約 7% 的潛在上漲空間（截至本文撰寫時）。</p>
<h2>這隻股票值得買嗎？</h2>
<p>這引出了一個典型的投資問題：Datadog 股票值得購買嗎？在其引人注目的季度業績之後，投資者紛紛迴歸 Datadog 股票，該股在過去一個月內飆升了 95%（截至本文撰寫時）。這一價格飆升也帶來了股票估值的相應增長。以明年預期收益的 72 倍計算，Datadog 的估值 “高昂”。</p>
<p>價值投資者無疑會對公司的高估值倍數感到不滿，而成長型投資者可能會對此感興趣。對於那些仍然感興趣的人來説，作為均衡投資組合的一部分購買少量股份可能是正確的方法，同時尋找機會在更具價值的時點增加投資。</p>
<p>作為一名長期持有 Datadog 股票的股東，我將關注公司加速增長是否能夠持續。</p>

DDOG

英偉達

2 倍做多英偉達 ETF - GraniteShares

2 倍做多英偉達 ETF - Direxion

DOGD

<p>英偉達在人工智能熱潮中扮演了關鍵角色，其股票在 2026 年上漲了 21%。然而，Datadog 的表現更為出色，今年飆升了 51%。Datadog 最近的成功歸因於其強勁的第一季度，收入增長了 32%，達到了 10 億美元，調整後的每股收益增長了 30%。該公司推出了 GPU 監控，幫助企業優化人工智能投資。分析師對 Datadog 持樂觀態度，92% 的分析師給予其 “買入” 評級。在強勁表現之後，Datadog 將其全年收入預測上調至 43.2 億美元，顯示出人工智能領域強勁的增長前景</p>

<p>When it comes to the artificial intelligence (AI) boom, <strong>Nvidia</strong>( NVDA +2.33%) is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, Nvidia stock has gained 21% thus far in 2026 (as of market close on Wednesday), outpacing both the <strong>S&amp;P 500</strong> and the <strong>Nasdaq Composite</strong>, which have risen by 9% and 14%, respectively.</p>
<div class="lb-trans"><p>在人工智能（AI）熱潮中，<strong>Nvidia</strong>（NVDA +2.33%）是所有股票的衡量標準。該公司提供了推動近期 AI 進展的半導體，並且是 AI 革命的無可否認的受益者。儘管對競爭加劇、未來 AI 採用的不確定性以及經濟和地緣政治的不確定性存在擔憂，Nvidia 的股票在 2026 年迄今已上漲 21%（截至週三市場收盤），超過了 <strong>標準普爾 500</strong> 和 <strong>納斯達克綜合指數</strong>，後者分別上漲了 9% 和 14%。</p>
</div><p>However, one AI stock is running circles around Nvidia. AI-powered observability and security platform <strong>Datadog</strong>( DDOG +2.69%) has risen like a phoenix from the ashes, soaring 51% in 2026, delivering more than double Nvidia's gains.</p>
<div class="lb-trans"><p>然而，有一隻 AI 股票正在超越 Nvidia。AI 驅動的可觀察性和安全平台 <strong>Datadog</strong>（DDOG +2.69%）如同鳳凰涅槃，在 2026 年上漲了 51%，其漲幅超過了 Nvidia 的兩倍。</p>
</div><p>Let's take a look to see what's driving the recent surge and why there might be more to come.</p>
<div class="lb-trans"><p>讓我們來看看是什麼推動了近期的激增，以及未來可能會有更多的增長。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Njk1NzAvZGV2ZWxvcGVycy1sb29raW5nLWF0LWxpbmVzLW9mLWFpLWNvZGUtb24tYS1jb21wdXRlci1zY3JlZW4uanBnJnc9Mzg0MA" alt="Developers looking at lines of AI code on a computer screen. " original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F869570%2Fdevelopers-looking-at-lines-of-ai-code-on-a-computer-screen.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>The tide has turned</h2>
<div class="lb-trans"><h2>潮流已變</h2>
</div><p>Last year was a challenging one for Datadog investors. One of the biggest issues weighing on the stock was the fear that advances in AI would render traditional software-as-a-service (SaaS) companies obsolete. This was accompanied by decelerating growth for much of the past couple of years, which seemed to confirm investors' worst fears. That all seemed to change at the dawn of 2026.</p>
<div class="lb-trans"><p>去年對 Datadog 投資者來説是一個充滿挑戰的一年。壓在股票上的最大問題之一是擔心 AI 的進步會使傳統的 軟件即服務（SaaS） 公司變得過時。過去幾年中增長放緩的趨勢似乎證實了投資者最糟糕的擔憂。這一切在 2026 年初似乎發生了變化。</p>
</div><p>In the first quarter, Datadog generated revenue that climbed 32% year over year to $1 billion. This marked the company's first $1 billion quarter and its fastest pace of growth in three years. Adjusted earnings per share (EPS) rose 30% to $0.60.</p>
<div class="lb-trans"><p>在第一季度，Datadog 的收入同比增長 32%，達到了 10 億美元。這標誌着該公司首次實現 10 億美元的季度收入，也是三年來最快的增長速度。調整後的每股收益（EPS）增長了 30%，達到了 0.60 美元。</p>
</div><p>For context, analysts' consensus estimate called for revenue of $932 million and adjusted EPS of $0.51, so Datadog cleared both hurdles with plenty of room to spare.</p>
<div class="lb-trans"><p>作為參考，分析師的共識預期收入為 9.32 億美元，調整後的 EPS 為 0.51 美元，因此 Datadog 輕鬆超越了這兩個預期。</p>
</div><p>Fueling the results was robust growth among Datadog's most lucrative customers, as those providing annual recurring revenue (ARR) of $100,000 or more rose to 4,550, up 21%.</p>
<div class="lb-trans"><p>推動業績增長的是 Datadog 最有利可圖的客户的強勁增長，提供年經常性收入（ARR）超過 10 萬美元的客户數量增加至 4,550 家，增長了 21%。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0RET0cucG5nJnc9MTI4" alt="Datadog Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FDDOG.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: DDOG</h2>
<div class="lb-trans"><h2>NASDAQ: DDOG</h2>
</div><p>Datadog</p>
<div class="lb-trans"><p>Datadog</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(2.69%) $5.38</p>
<div class="lb-trans"><p>(2.69%) $5.38</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$205.32</p>
<div class="lb-trans"><p>$205.32</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$73B</p>
<div class="lb-trans"><p>$730 億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$195.51 - $205.35</p>
<div class="lb-trans"><p>$195.51 - $205.35</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$98.01 - $205.44</p>
<div class="lb-trans"><p>$98.01 - $205.44</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>150K</p>
<div class="lb-trans"><p>15 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>5.5M</p>
<div class="lb-trans"><p>550 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>79.86%</p>
<div class="lb-trans"><p>79.86%</p>
</div><p>The company's cash generation was also robust, with operating cash flow of $335 million and free cash flow of $289 million, which rose 23% and 18%, respectively.</p>
<div class="lb-trans"><p>公司的現金生成能力也很強，運營現金流為 3.35 億美元，自由現金流為 2.89 億美元，分別增長了 23% 和 18%。</p>
</div><p>One of the biggest developments of the quarter was the launch of GPU monitoring. Businesses are adopting AI at a rapid pace, but concerns about return on investment (ROI) remain. Datadog helps businesses optimize spending and performance as they scale their AI projects by monitoring the health, cost, and performance of their GPUs. Customers also benefit from faster troubleshooting and greater cost savings from their AI investment, which, in many cases, is substantial.</p>
<div class="lb-trans"><p>本季度最大的進展之一是 GPU 監控的推出。企業正在快速採用 AI，但對 投資回報率（ROI） 的擔憂依然存在。Datadog 通過監控 GPU 的健康、成本和性能，幫助企業優化支出和性能，以便在擴展 AI 項目時獲得更好的效果。客户還從更快的故障排除和更大的成本節省中受益，這在許多情況下是相當可觀的。</p>
</div><p>It isn't surprising, then, that Datadog landed several large AI-centric deals during the quarter, including numerous six-, seven-, and eight-figure annualized deals. A couple were notable, with &#34;two of the world's largest technology companies ... building and training the most advanced AI models in the world.&#34; By using Datadog's tools, they were able to &#34;accelerate the pace of innovation on their hyperscale AI training workloads,&#34; according to management.</p>
<div class="lb-trans"><p>因此，Datadog 在本季度達成了幾項大型 AI 相關交易，包括多個六位數、七位數和八位數的年化交易。其中有幾筆交易尤為顯著，涉及 “全球兩大科技公司……構建和訓練世界上最先進的 AI 模型。” 根據管理層的説法，通過使用 Datadog 的工具，他們能夠 “加速在超大規模 AI 訓練工作負載上的創新步伐”。</p>
</div><p>After its blockbuster financial report, Datadog raised its full-year forecast. The company is now guiding for revenue of $4.32 billion and adjusted EPS of $2.40 at the midpoint of its guidance. This is a substantial increase from its previous guidance, which called for revenue of $4.08 billion and adjusted EPS of $2.12.</p>
<div class="lb-trans"><p>在發佈了令人矚目的財報後，Datadog 上調了全年預測。該公司現在預計收入為 43.2 億美元，調整後的 EPS 在指導中值為 2.40 美元。這比之前的預測有了顯著增加，之前的預測為收入 40.8 億美元，調整後的 EPS 為 2.12 美元。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>Nvidia</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(2.33%) $5.14</p>
<div class="lb-trans"><p>(2.33%) $5.14</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$225.92</p>
<div class="lb-trans"><p>$225.92</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$5.5T</p>
<div class="lb-trans"><p>$5.5 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$221.56 - $227.84</p>
<div class="lb-trans"><p>$221.56 - $227.84</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$129.16 - $227.84</p>
<div class="lb-trans"><p>$129.16 - $227.84</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>5.2M</p>
<div class="lb-trans"><p>520 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>170M</p>
<div class="lb-trans"><p>1.7 億</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>71.07%</p>
<div class="lb-trans"><p>71.07%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><h2>Not apples-to-apples</h2>
<div class="lb-trans"><h2>不是簡單的比較</h2>
</div><p>To be fair, this clearly isn't an apples-to-apples comparison. Datadog generated $1 billion in quarterly revenue for the first time, while Nvidia makes that much in a couple of days. Furthermore, Nvidia outlook calls for 77% revenue growth, which dwarfs Datadog's forecast for 30% growth. It <em>does</em>, however, illustrate an important point. As AI adoption moves further downstream, investors are following suit, looking for the next generation of AI winners. Those with good prospects are being amply rewarded.</p>
<div class="lb-trans"><p>公平地説，這顯然不是簡單的比較。Datadog 首次實現季度收入 10 億美元，而 Nvidia 在幾天內就能達到這個數字。此外，Nvidia 的前景預計收入增長 77%，這遠遠超過了 Datadog 預計的 30% 增長。然而，這確實説明了一個重要的觀點。隨着 AI 採用的進一步發展，投資者也在隨之而動，尋找下一代 AI 贏家。那些前景良好的公司正在獲得豐厚的回報。</p>
</div><p>Datadog appears to have cracked the code for helping customers join the AI revolution and get a greater ROI. In doing so, the company has dispelled the notion that its services will be disrupted by AI.</p>
<div class="lb-trans"><p>Datadog 似乎已經破解了幫助客户加入 AI 革命並獲得更高投資回報率的密碼。在此過程中，該公司消除了其服務會被 AI 顛覆的觀念。</p>
</div><p>Wall Street is squarely on board. In May, 92% of analysts who issued an opinion on Datadog rate the stock a buy or strong buy, and none recommend selling. Furthermore, in the wake of the company's blockbuster quarter, analysts scrambled to update the price targets as the stock continues to gain ground. Datadog is already closing in on the average price target of $220, which represents potential upside of about 7% (as of this writing).</p>
<div class="lb-trans"><p>華爾街對此表示全力支持。在 5 月份，92% 的分析師對 Datadog 的評級為買入或強烈買入，沒有人建議賣出。此外，在公司發佈了令人矚目的季度財報後，分析師們紛紛更新價格目標，因為該股繼續上漲。Datadog 已經接近 220 美元的平均價格目標，代表着約 7% 的潛在上漲空間（截至本文撰寫時）。</p>
</div><h2>Is the stock a buy?</h2>
<div class="lb-trans"><h2>這隻股票值得買嗎？</h2>
</div><p>That leads us to the quintessential investing question: Is Datadog stock a buy? On the heels of its eye-catching quarter, investors have flocked back to Datadog stock, which soared 95% over the past month (as of this writing). That price spike has brought a commensurate increase in the stock's valuation. At 72 times next year's expected earnings, Datadog is &#34;fetching&#34; a premium.</p>
<div class="lb-trans"><p>這引出了一個典型的投資問題：Datadog 股票值得購買嗎？在其引人注目的季度業績之後，投資者紛紛迴歸 Datadog 股票，該股在過去一個月內飆升了 95%（截至本文撰寫時）。這一價格飆升也帶來了股票估值的相應增長。以明年預期收益的 72 倍計算，Datadog 的估值 “高昂”。</p>
</div><p>Value investors will no doubt balk at the company's pricey multiple, while growth investors may be game. For those still interested, buying a small position as part of a balanced portfolio is likely the right approach, while looking for opportunities to add at better value points over time.</p>
<div class="lb-trans"><p>價值投資者無疑會對公司的高估值倍數感到不滿，而成長型投資者可能會對此感興趣。對於那些仍然感興趣的人來説，作為均衡投資組合的一部分購買少量股份可能是正確的方法，同時尋找機會在更具價值的時點增加投資。</p>
</div><p>As a longtime Datadog shareholder, I'll be watching to see if the company's accelerating growth continues.</p>
<div class="lb-trans"><p>作為一名長期持有 Datadog 股票的股東，我將關注公司加速增長是否能夠持續。</p>
</div>

Meet the AI Stock Running Rings Around Nvidia in 2026. It Could Just Be Getting Started

- Nvidia 2026 年股價上漲 21%，領先 S&P 500 和 Nasdaq。  
- Datadog 股價在 2026 年飆升 51%，實現首次 10 億美元季度收入。  
- 分析師對 Datadog 的評級普遍看漲，93% 推薦買入。

在 2026 年，認識這隻在英偉達周圍表現出色的 AI 股票。它可能才剛剛起步