{"id":541,"date":"2026-06-08T18:14:45","date_gmt":"2026-06-08T18:14:45","guid":{"rendered":"https:\/\/equitiesorbis.com\/fastly%ef%bc%9a%e5%88%9b%e7%ba%aa%e5%bd%95%e7%9a%84%e8%90%a5%e6%94%b6%e6%8e%a9%e7%9b%96%e4%ba%86%e6%bd%9c%e5%9c%a8%e5%8e%8b%e5%8a%9b\/"},"modified":"2026-06-08T18:56:57","modified_gmt":"2026-06-08T18:56:57","slug":"fastly%ef%bc%9a%e5%88%9b%e7%ba%aa%e5%bd%95%e7%9a%84%e8%90%a5%e6%94%b6%e6%8e%a9%e7%9b%96%e4%ba%86%e6%bd%9c%e5%9c%a8%e5%8e%8b%e5%8a%9b","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/fastly%ef%bc%9a%e5%88%9b%e7%ba%aa%e5%bd%95%e7%9a%84%e8%90%a5%e6%94%b6%e6%8e%a9%e7%9b%96%e4%ba%86%e6%bd%9c%e5%9c%a8%e5%8e%8b%e5%8a%9b\/","title":{"rendered":"Fastly\uff1a\u521b\u7eaa\u5f55\u7684\u8425\u6536\u63a9\u76d6\u4e86\u6f5c\u5728\u538b\u529b"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Fastly, Inc. (FSLY) \u5728\u5feb\u901f\u6269\u5f20\u7684\u5185\u5bb9\u5206\u53d1\u7f51\u7edc (CDN) \u548c\u8fb9\u7f18\u8ba1\u7b97\u5e02\u573a\u4e2d\u5360\u636e\u4e86\u72ec\u7279\u7684\u5730\u4f4d\u3002\u5728\u9996\u5e2d\u6267\u884c\u5b98 Kip Compton \u7684\u9886\u5bfc\u4e0b\uff0c\u8be5\u516c\u53f8\u91cd\u70b9\u53d1\u5c55\u9ad8\u6027\u80fd\u53ef\u7f16\u7a0b\u8fb9\u7f18\u670d\u52a1\u548c\u5f3a\u5927\u7684\u5b89\u5168\u4ea7\u54c1\u3002\u5c3d\u7ba1 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0c\u4f46\u5e02\u573a\u53cd\u5e94\u5374\u5f02\u5e38\u51b7\u6de1\uff0c\u51f8\u663e\u4e86\u7a33\u5065\u7684\u6267\u884c\u529b\u4e0e\u6295\u8d44\u8005\u8fc7\u9ad8\u9884\u671f\u4e4b\u95f4\u7684\u7d27\u5f20\u5173\u7cfb\u3002\u672c\u5206\u6790\u5c06\u5256\u6790 Fastly \u8fd1\u671f\u7684\u8d22\u52a1\u8868\u73b0\u3001\u7ade\u4e89\u5730\u4f4d\u548c\u4f30\u503c\uff0c\u5e76\u4e3a Fastly \u53ca\u5176\u4e3b\u8981\u540c\u884c\u63d0\u4f9b\u5177\u6709\u53c2\u8003\u4ef7\u503c\u7684\u8bc4\u7ea7\u3002   <\/p>\n\n<h1 class=\"wp-block-heading\">\u521b\u7eaa\u5f55\u7684\u8425\u6536\u63a9\u76d6\u4e86\u6f5c\u5728\u538b\u529b<\/h1>\n\n<p class=\"wp-block-paragraph\">Fastly \u4ee5\u5f3a\u52b2\u7684\u52bf\u5934\u8fdb\u5165 2026 \u5e74\uff0c\u62a5\u544a\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u8fbe\u5230\u521b\u7eaa\u5f55\u7684 1.73 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 20%\u3002\u8fd9\u4e00\u9876\u7ebf\u4e1a\u7ee9\u8f7b\u677e\u8d85\u8fc7\u4e86 1.7026 \u4ebf\u7f8e\u5143\u7684\u666e\u904d\u9884\u671f\u3002\u516c\u53f8\u8c03\u6574\u540e\u7684\u6bcf\u80a1\u6536\u76ca (EPS) \u4e3a 0.13 \u7f8e\u5143\uff0c\u4e5f\u5927\u5e45\u8d85\u8fc7\u4e86 0.08 \u7f8e\u5143\u7684\u9884\u671f\uff0c\u8868\u660e\u5728\u5b9e\u73b0\u53ef\u6301\u7eed\u76c8\u5229\u65b9\u9762\u53d6\u5f97\u4e86\u663e\u8457\u8fdb\u5c55\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u589e\u957f\u7684\u6784\u6210\u63ed\u793a\u4e86 Fastly \u4e1a\u52a1\u6a21\u5f0f\u4e0d\u65ad\u53d8\u5316\u7684\u52a8\u6001\u3002\u5b89\u5168\u4e1a\u52a1\u8425\u6536\u540c\u6bd4\u589e\u957f 47%\uff0c\u8fbe\u5230 3,880 \u4e07\u7f8e\u5143\uff0c\u76ee\u524d\u5360\u603b\u8425\u6536\u7684 22%\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4f5c\u4e3a\u6700\u5927\u677f\u5757\u7684\u6838\u5fc3\u7f51\u7edc\u670d\u52a1\u90e8\u95e8\u589e\u957f\u8f83\u4e3a\u6e29\u548c\uff0c\u589e\u957f 11% \u81f3 1.262 \u4ebf\u7f8e\u5143\u3002\u65b0\u5174\u7684\u8ba1\u7b97\u4ea7\u54c1\u7c7b\u522b\u867d\u7136\u57fa\u6570\u8f83\u5c0f\uff0c\u4f46\u589e\u957f\u4e86 67%\uff0c\u8fbe\u5230 800 \u4e07\u7f8e\u5143\u3002\u8fd9\u79cd\u4ece\u7eaf CDN \u5206\u53d1\u5411\u9ad8\u5229\u6da6\u5b89\u5168\u548c\u8ba1\u7b97\u670d\u52a1\u7684\u591a\u5143\u5316\u8f6c\u578b\uff0c\u662f\u516c\u53f8\u957f\u671f\u751f\u5b58\u7684\u6218\u7565\u5fc5\u7136\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\">\u5c3d\u7ba1\u8fd9\u4e9b\u6570\u636e\u8868\u73b0\u5f3a\u52b2\uff0c\u5305\u62ec\u8c03\u6574\u540e\u7684\u6bdb\u5229\u7387\u4ece\u53bb\u5e74\u540c\u671f\u7684 57.3% \u6269\u5927\u5230 65.1%\uff0c\u4f46\u8d22\u62a5\u53d1\u5e03\u540e\u80a1\u4ef7\u66b4\u8dcc 22%\u3002\u5e02\u573a\u7684\u53cd\u5e94\u4e3b\u8981\u6e90\u4e8e\u524d\u77bb\u6027\u6307\u5f15\u3002\u7ba1\u7406\u5c42\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5728 1.7 \u4ebf\u7f8e\u5143\u81f3 1.76 \u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u8fd9\u610f\u5473\u7740\u8f83\u7b2c\u4e00\u5b63\u5ea6\u73af\u6bd4\u4e0b\u964d\uff0c\u4e14\u6309\u4e2d\u503c\u8ba1\u7b97\uff0c\u540c\u6bd4\u589e\u901f\u653e\u7f13\u81f3\u7ea6 16%\u30022026 \u5168\u5e74\u6307\u5f15\u4e3a 7.1 \u4ebf\u7f8e\u5143\u81f3 7.25 \u4ebf\u7f8e\u5143\uff0c\u6307\u5411 15% \u7684\u5e74\u5ea6\u589e\u957f\u3002\u8fd9\u79cd\u964d\u6e29\u7684\u589e\u957f\u8f68\u8ff9\u4ee4\u6295\u8d44\u8005\u611f\u5230\u5931\u671b\uff0c\u4ed6\u4eec\u5728\u8d22\u62a5\u53d1\u5e03\u524d\u7684\u51e0\u5929\u91cc\u66fe\u5c06\u80a1\u4ef7\u63a8\u9ad8\u4e86\u8fd1 19%\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5173\u952e\u8d22\u52a1\u6307\u6807<\/strong><\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u6307\u6807<\/strong><\/td><td><strong>2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6<\/strong><\/td><td><strong>2025 \u5e74\u7b2c\u4e00\u5b63\u5ea6<\/strong><\/td><\/tr><tr><td><strong>\u603b\u8425\u6536<\/strong><\/td><td>1.73 \u4ebf\u7f8e\u5143<\/td><td>1.445 \u4ebf\u7f8e\u5143<\/td><\/tr><tr><td><strong>\u8425\u6536\u589e\u957f\uff08\u540c\u6bd4\uff09<\/strong><\/td><td>20%<\/td><td>\u2014<\/td><\/tr><tr><td><strong>\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca<\/strong><\/td><td>0.13 \u7f8e\u5143<\/td><td>\u2014<\/td><\/tr><tr><td><strong>\u8c03\u6574\u540e\u6bdb\u5229\u7387<\/strong><\/td><td>65.1%<\/td><td>57.3%<\/td><\/tr><tr><td><strong>\u5b89\u5168\u4e1a\u52a1\u8425\u6536<\/strong><\/td><td>3,880 \u4e07\u7f8e\u5143 (\u219147%)<\/td><td>2,640 \u4e07\u7f8e\u5143<\/td><\/tr><tr><td><strong>\u7f51\u7edc\u670d\u52a1\u8425\u6536<\/strong><\/td><td>1.262 \u4ebf\u7f8e\u5143 (\u219111%)<\/td><td>1.137 \u4ebf\u7f8e\u5143<\/td><\/tr><tr><td><strong>RPO\uff08\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1\uff09<\/strong><\/td><td>3.69 \u4ebf\u7f8e\u5143 (\u219163%)<\/td><td>2.26 \u4ebf\u7f8e\u5143<\/td><\/tr><tr><td><strong>\u51c0\u7559\u5b58\u7387 (LTM)<\/strong><\/td><td>113%<\/td><td>100%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<h1 class=\"wp-block-heading\">\u7ade\u4e89\u4f18\u52bf\uff1a\u5728\u62e5\u6324\u7684\u5e02\u573a\u4e2d\u822a\u884c<\/h1>\n\n<p class=\"wp-block-paragraph\">\u8fb9\u7f18\u8ba1\u7b97\u548c CDN \u5e02\u573a\u7ade\u4e89\u5f02\u5e38\u6fc0\u70c8\uff0c\u5176\u7279\u70b9\u662f\u5de8\u5927\u7684\u89c4\u6a21\u8981\u6c42\u548c\u5feb\u901f\u7684\u6280\u672f\u6f14\u8fdb\u3002Fastly \u5360\u636e\u4e86 CDN \u5e02\u573a\u7ea6 6% \u7684\u4efd\u989d\uff0c\u4e0e\u5b9e\u529b\u96c4\u539a\u7684\u73b0\u6709\u4f01\u4e1a\u548c\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7ade\u4e89\u30022025 \u5e74\u5168\u7403 CDN \u5e02\u573a\u4ef7\u503c\u7ea6\u4e3a 315 \u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u5230\u672c\u5341\u5e74\u672b\u5c06\u4ee5\u8fd1 20% \u7684\u590d\u5408\u5e74\u589e\u957f\u7387\u589e\u957f\uff0c\u4e3a\u6240\u6709\u53c2\u4e0e\u8005\u63d0\u4f9b\u4e86\u5de8\u5927\u7684\u52a9\u529b\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Cloudflare, Inc. (NET) <\/strong>\u4ecd\u7136\u662f\u5360\u4e3b\u5bfc\u5730\u4f4d\u7684\u7eaf\u4e1a\u52a1\u7ade\u4e89\u5bf9\u624b\uff0c\u6301\u6709\u7ea6 40% \u7684 CDN \u5e02\u573a\u4efd\u989d\u3002Cloudflare \u7684\u89c4\u6a21\u4ee5\u53ca\u5411 AI \u9a71\u52a8\u7684\u5de5\u4f5c\u8d1f\u8f7d\u548c\u96f6\u4fe1\u4efb\u5b89\u5168\u7684\u79ef\u6781\u6269\u5f20\u63a8\u52a8\u4e86\u5176\u60ca\u4eba\u7684\u589e\u957f\u30022026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0cCloudflare \u62a5\u544a\u8425\u6536\u4e3a 6.398 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 34%\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e\u5927\u5ba2\u6237\u8425\u6536\u589e\u957f 38%\u3002\u7ba1\u7406\u5c42\u5c06 AI \u63cf\u8ff0\u4e3a\u516c\u53f8\u5386\u53f2\u4e0a\u201c\u6700\u5927\u7684\u52a9\u529b\u201d\uff0c\u800c\u5229\u7528\u4ee3\u7406\u578b AI \u5de5\u4f5c\u8d1f\u8f7d\u7684\u80fd\u529b\uff0c\u5bf9 Fastly \u7b49\u8f83\u5c0f\u7684\u53c2\u4e0e\u8005\u6784\u6210\u4e86\u91cd\u5927\u7684\u7ade\u4e89\u969c\u788d\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Akamai Technologies, Inc. (AKAM)<\/strong> \u662f\u8be5\u9886\u57df\u7684\u4f20\u7edf\u5de8\u5934\uff0c\u7ee7\u7eed\u5229\u7528\u5176\u5e9e\u5927\u7684\u4f01\u4e1a\u8db3\u8ff9\u3002Akamai \u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u4e3a 10.7 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 6%\u3002\u867d\u7136\u5176\u6574\u4f53\u589e\u957f\u7387\u4f4e\u4e8e\u540c\u884c\uff0c\u4f46 Akamai \u6b63\u5728\u79ef\u6781\u5411\u4e91\u57fa\u7840\u8bbe\u65bd\u548c\u5b89\u5168\u9886\u57df\u8f6c\u578b\uff0c\u5176\u4e91\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\u8425\u6536\u540c\u6bd4\u589e\u957f 40%\u3002\u8fd1\u671f\u7b7e\u7f72\u7684\u4e00\u9879\u5177\u6709\u91cc\u7a0b\u7891\u610f\u4e49\u7684 18 \u4ebf\u7f8e\u5143\u4e91\u57fa\u7840\u8bbe\u65bd\u534f\u8bae\uff0c\u7a81\u663e\u4e86 Akamai \u6301\u4e45\u7684\u4f01\u4e1a\u5f71\u54cd\u529b\u53ca\u5176\u5728\u4f20\u7edf CDN \u670d\u52a1\u4e4b\u5916\u7684\u6210\u529f\u8f6c\u578b\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u50cf Amazon Web Services \u53ca\u5176 Amazon CloudFront\uff08\u6301\u6709\u8d85\u8fc7 26% \u7684\u5e02\u573a\u4efd\u989d\uff09\u8fd9\u6837\u7684\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\uff0c\u5bf9\u7eaf CDN \u63d0\u4f9b\u5546\u65bd\u52a0\u4e86\u6301\u7eed\u7684\u4ef7\u683c\u538b\u529b\uff0c\u8feb\u4f7f Fastly \u7b49\u516c\u53f8\u901a\u8fc7\u4e13\u4e1a\u5316\u80fd\u529b\u8fdb\u884c\u5dee\u5f02\u5316\u7ade\u4e89\uff0c\u4f8b\u5982\u53ef\u7f16\u7a0b\u8fb9\u7f18\u903b\u8f91\u3001\u5b9e\u65f6\u65e5\u5fd7\u6d41\u548c\u5353\u8d8a\u7684\u6027\u80fd\u6307\u6807\u3002Fastly \u58f0\u79f0\uff0c\u4ece Akamai \u8fc1\u79fb\u5230\u5176\u5e73\u53f0\u7684\u7f51\u7ad9\uff0c\u5176\u6700\u5927\u5185\u5bb9\u7ed8\u5236 (LCP) \u5206\u6570\u63d0\u9ad8\u4e86 17%\uff0c\u9996\u5b57\u8282\u65f6\u95f4 (TTFB) \u63d0\u9ad8\u4e86 57%\uff0c\u4f46\u5c06\u6280\u672f\u4f18\u52bf\u8f6c\u5316\u4e3a\u6301\u7eed\u7684\u5e02\u573a\u4efd\u989d\u589e\u957f\u4ecd\u662f\u6838\u5fc3\u6311\u6218\u3002 <\/p>\n\n<h1 class=\"wp-block-heading\">\u4f30\u503c\u4e0e\u98ce\u9669\u8bc4\u4f30<\/h1>\n\n<p class=\"wp-block-paragraph\">Fastly \u7684\u8d22\u52a1\u72b6\u51b5\u5448\u73b0\u51fa\u559c\u5fe7\u53c2\u534a\u7684\u5c40\u9762\u3002\u516c\u53f8\u6301\u6709 1.467 \u4ebf\u7f8e\u5143\u73b0\u91d1\uff0c\u957f\u671f\u503a\u52a1\u4e3a 3.236 \u4ebf\u7f8e\u5143\uff0c\u503a\u52a1\u80a1\u672c\u6bd4\u4e3a 33.1%\uff0c\u5904\u4e8e\u53ef\u63a7\u6c34\u5e73\u3002\u80a1\u4e1c\u6743\u76ca\u603b\u989d\u4e3a 9.771 \u4ebf\u7f8e\u5143\uff0c\u63d0\u4f9b\u4e86\u5408\u7406\u7684\u7f13\u51b2\u3002\u7136\u800c\uff0cFastly \u5728 GAAP \u57fa\u7840\u4e0a\u4ecd\u672a\u76c8\u5229\uff0c\u7b2c\u4e00\u5b63\u5ea6 GAAP \u51c0\u4e8f\u635f\u4e3a 2,050 \u4e07\u7f8e\u5143\uff0c\u5c3d\u7ba1\u8fd9\u6bd4\u53bb\u5e74\u540c\u671f\u7684 3,910 \u4e07\u7f8e\u5143\u4e8f\u635f\u6709\u663e\u8457\u6539\u5584\u3002\u975e GAAP \u51c0\u5229\u6da6\u8fbe\u5230 2,290 \u4e07\u7f8e\u5143\uff0c\u8868\u660e\u901a\u5f80 GAAP \u76c8\u5229\u7684\u9053\u8def\u6b63\u5728\u53d8\u7a84\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\">\u4ece\u4f30\u503c\u89d2\u5ea6\u770b\uff0cFastly \u7684\u5e02\u9500\u7387 (P\/S) \u7ea6\u4e3a 4.58 \u500d\uff0c\u9ad8\u4e8e IT \u884c\u4e1a 2.29 \u500d\u7684\u5e73\u5747\u6c34\u5e73\u548c\u540c\u884c\u96c6\u56e2 2.51 \u500d\u7684\u5e73\u5747\u6c34\u5e73\u3002\u4f01\u4e1a\u4ef7\u503c\u500d\u6570 (EV\/Revenue) \u4e3a 4.87 \u500d\u3002\u867d\u7136\u8be5\u80a1\u4eca\u5e74\u4ee5\u6765\u5df2\u5b9e\u73b0 77.5% \u7684\u56de\u62a5\u7387\uff0c\u4f46\u4ecd\u8fdc\u4f4e\u4e8e\u75ab\u60c5\u671f\u95f4\u7684\u9ad8\u70b9\uff0c\u4e14 6.29 \u7f8e\u5143\u81f3 34.82 \u7f8e\u5143\u7684 52 \u5468\u6ce2\u52a8\u8303\u56f4\u8bf4\u660e\u4e86\u6295\u8d44\u8005\u5fc5\u987b\u627f\u53d7\u7684\u6781\u7aef\u6ce2\u52a8\u6027\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u5173\u952e\u98ce\u9669\u5305\u62ec\u6301\u7eed\u7684\u5ba2\u6237\u96c6\u4e2d\u5ea6\uff0c\u4e3b\u8981\u5ba2\u6237\u7684\u6d41\u5931\u53ef\u80fd\u4f1a\u4e25\u91cd\u5f71\u54cd\u8425\u6536\uff0c\u4ee5\u53ca CDN \u5e02\u573a\u540c\u8d28\u5316\u7ec6\u5206\u9886\u57df\u7684\u6fc0\u70c8\u4ef7\u683c\u538b\u529b\u3002\u6b64\u5916\uff0c\u5360\u6d41\u901a\u80a1\u8fd1 16% \u7684\u9ad8\u7a7a\u5934\u5934\u5bf8\u8868\u660e\uff0c\u5e02\u573a\u5bf9\u8be5\u516c\u53f8\u5b9e\u73b0\u6301\u7eed\u76c8\u5229\u548c\u52a0\u901f\u589e\u957f\u7684\u80fd\u529b\u5b58\u5728\u663e\u8457\u6000\u7591\u3002\u5185\u90e8\u4eba\u58eb\u7684\u629b\u552e\u6d3b\u52a8\u4e5f\u5f15\u8d77\u4e86\u6563\u6237\u6295\u8d44\u8005\u7684\u5173\u6ce8\uff0c\u5f15\u53d1\u4e86\u5bf9\u7ba1\u7406\u5c42\u5bf9\u5f53\u524d\u4f30\u503c\u4fe1\u5fc3\u7684\u8d28\u7591\u3002  <\/p>\n\n<h1 class=\"wp-block-heading\">\u6295\u8d44\u88c1\u5b9a\u4e0e\u4ef7\u683c\u76ee\u6807<\/h1>\n\n<p class=\"wp-block-paragraph\">\u57fa\u4e8e\u5bf9\u5f53\u524d\u5e02\u573a\u52a8\u6001\u3001\u8d22\u52a1\u8868\u73b0\u548c\u4f30\u503c\u6307\u6807\u7684\u5206\u6790\uff0cEquities Orbis \u4e3a\u672c\u62a5\u544a\u4e2d\u8ba8\u8bba\u7684\u6240\u6709\u516c\u53f8\u63d0\u4f9b\u4ee5\u4e0b\u8bc4\u7ea7\u548c 12 \u4e2a\u6708\u76ee\u6807\u4ef7\u3002<\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u516c\u53f8<\/strong><\/td><td><strong>\u80a1\u7968\u4ee3\u7801<\/strong><\/td><td><strong>\u8bc4\u7ea7<\/strong><\/td><td><strong>\u5f53\u524d\u4ef7\u683c<\/strong><\/td><td><strong>\u76ee\u6807\u4ef7<\/strong><\/td><\/tr><tr><td><strong>Fastly, Inc.<\/strong><\/td><td>FSLY<\/td><td>\u6301\u6709<\/td><td>~18.00 \u7f8e\u5143<\/td><td>24.00 \u7f8e\u5143<\/td><\/tr><tr><td><strong>Cloudflare, Inc.<\/strong><\/td><td>NET<\/td><td>\u4e70\u5165<\/td><td>~250.00 \u7f8e\u5143<\/td><td>285.00 \u7f8e\u5143<\/td><\/tr><tr><td><strong>Akamai Technologies<\/strong><\/td><td>AKAM<\/td><td>\u4e70\u5165<\/td><td>~149.00 \u7f8e\u5143<\/td><td>175.00 \u7f8e\u5143<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p class=\"wp-block-paragraph\"><strong>Fastly (FSLY) \u2014 \u6301\u6709\uff0c\u76ee\u6807\u4ef7 24.00 \u7f8e\u5143\uff1a<\/strong>\u867d\u7136 Fastly \u5728\u5b89\u5168\u548c\u8ba1\u7b97\u670d\u52a1\u65b9\u9762\u8868\u73b0\u51fa\u5f3a\u52b2\u589e\u957f\uff0c\u4f46\u6838\u5fc3 CDN \u589e\u957f\u653e\u7f13\u4ee5\u53ca\u6301\u7eed\u7684 GAAP \u4e8f\u635f\u4f7f\u5f97\u5728\u5f53\u524d\u6c34\u5e73\u4e0a\u9700\u4fdd\u6301\u8c28\u614e\u3002\u76f8\u5bf9\u4e8e\u540c\u884c\u7684\u6ea2\u4ef7\u4f30\u503c\u9700\u8981\u5b8c\u7f8e\u7684\u6267\u884c\u529b\u300224 \u7f8e\u5143\u7684\u76ee\u6807\u4ef7\u53cd\u6620\u4e86\u57fa\u4e8e\u5229\u6da6\u7387\u6301\u7eed\u6269\u5f20\u3001\u5b89\u5168\u4ea7\u54c1\u6210\u529f\u8ffd\u52a0\u9500\u552e\u4ee5\u53ca\u63d0\u4f9b\u8425\u6536\u53ef\u89c1\u6027\u7684\u521b\u7eaa\u5f55\u5269\u4f59\u5c65\u7ea6\u4e49\u52a1\u7684\u9002\u5ea6\u6ea2\u4ef7\u3002\u7136\u800c\uff0c\u76ee\u524d\u7684\u98ce\u9669\u56de\u62a5\u5e73\u8861\u5e76\u4e0d\u5229\u4e8e\u6fc0\u8fdb\u5efa\u4ed3\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Cloudflare (NET) \u2014 \u4e70\u5165\uff0c\u76ee\u6807\u4ef7 285.00 \u7f8e\u5143\uff1a<\/strong>Cloudflare \u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u7684\u5e02\u573a\u5730\u4f4d\u3001\u5353\u8d8a\u7684 34% \u8425\u6536\u589e\u957f\u4ee5\u53ca AI \u9a71\u52a8\u5de5\u4f5c\u8d1f\u8f7d\u7684\u6210\u529f\u53d8\u73b0\uff0c\u8bc1\u660e\u4e86\u5176\u6ea2\u4ef7\u4f30\u503c\u7684\u5408\u7406\u6027\u3002\u516c\u53f8\u4e0d\u65ad\u6269\u5927\u7684\u4f01\u4e1a\u8db3\u8ff9\u3001\u96f6\u4fe1\u4efb\u5b89\u5168\u7684\u91c7\u7528\u4ee5\u53ca\u4f5c\u4e3a\u4ee3\u7406\u578b AI \u57fa\u7840\u8bbe\u65bd\u5c42\u7684\u5b9a\u4f4d\uff0c\u4e3a\u6301\u7eed\u8dd1\u8d62\u5e02\u573a\u63d0\u4f9b\u4e86\u6e05\u6670\u7684\u8def\u5f84\u3002\u867d\u7136\u8be5\u80a1\u5e76\u4e0d\u4fbf\u5b9c\uff0c\u4f46\u589e\u957f\u8f68\u8ff9\u548c\u5e02\u573a\u673a\u9047\u652f\u6301\u5176\u8fdb\u4e00\u6b65\u5347\u503c\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Akamai Technologies (AKAM) \u2014 \u4e70\u5165\uff0c\u76ee\u6807\u4ef7 175.00 \u7f8e\u5143\uff1a<\/strong>\u968f\u7740 Akamai \u6210\u529f\u5c06\u5176\u5e9e\u5927\u7684\u4f01\u4e1a\u5ba2\u6237\u7fa4\u8f6c\u5411\u9ad8\u589e\u957f\u7684\u4e91\u8ba1\u7b97\u548c\u5b89\u5168\u670d\u52a1\uff0c\u5b83\u63d0\u4f9b\u4e86\u6781\u5177\u5438\u5f15\u529b\u7684\u4ef7\u503c\u4e3b\u5f20\u3002\u8fd1\u671f 18 \u4ebf\u7f8e\u5143\u7684\u57fa\u7840\u8bbe\u65bd\u534f\u8bae\u7a81\u663e\u4e86\u5176\u4f01\u4e1a\u7c98\u6027\uff0c\u4e91\u57fa\u7840\u8bbe\u65bd\u8425\u6536 40% \u7684\u589e\u957f\u8868\u660e\u8f6c\u578b\u6b63\u5728\u53d6\u5f97\u5b9e\u8d28\u6027\u8fdb\u5c55\u3002\u5728\u5f53\u524d\u4f30\u503c\u6c34\u5e73\u4e0b\uff0cAkamai \u4ee3\u8868\u4e86\u4ef7\u503c\u4e0e\u589e\u957f\u7684\u6781\u4f73\u7ed3\u5408\uff0c\u4e14\u4e0b\u884c\u98ce\u9669\u4f4e\u4e8e\u8f83\u5c0f\u7684\u7ade\u4e89\u5bf9\u624b\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u514d\u8d23\u58f0\u660e\uff1a<\/strong>\u80a1\u4ef7\u548c\u5e02\u573a\u6570\u636e\u622a\u81f3 2026 \u5e74 6 \u6708\u3002\u672c\u6587\u4ec5\u4f9b\u53c2\u8003\uff0c\u4e0d\u6784\u6210\u8d22\u52a1\u5efa\u8bae\u3002\u8fc7\u5f80\u4e1a\u7ee9\u4e0d\u4ee3\u8868\u672a\u6765\u8868\u73b0\u3002\u6295\u8d44\u8005\u5728\u505a\u51fa\u6295\u8d44\u51b3\u7b56\u524d\u5e94\u8fdb\u884c\u5c3d\u804c\u8c03\u67e5\u3002   <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fastly, Inc. 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