{"id":607,"date":"2026-05-09T09:09:33","date_gmt":"2026-05-09T09:09:33","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/"},"modified":"2026-06-08T19:04:51","modified_gmt":"2026-06-08T19:04:51","slug":"%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/","title":{"rendered":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u5728\u8fc7\u53bb\u7684\u4e00\u5e74\u91cc\uff0c\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u53d9\u4e8b\u7edd\u5927\u90e8\u5206\u7531\u786c\u4ef6\u4e3b\u5bfc\u3002\u534a\u5bfc\u4f53\u8bbe\u8ba1\u5546\u3001\u4ee3\u5de5\u5382\u8fd0\u8425\u5546\u548c\u670d\u52a1\u5668\u5236\u9020\u5546\u5360\u636e\u4e86\u5927\u90e8\u5206\u8d44\u91d1\u6d41\u5165\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8f6f\u4ef6\u884c\u4e1a\u5219\u7b3c\u7f69\u5728\u6000\u7591\u7684\u9634\u4e91\u4e4b\u4e0b\uff0c\u6295\u8d44\u8005\u8d28\u7591\u4f01\u4e1a\u8f6f\u4ef6\u516c\u53f8\u4f55\u65f6\u2014\u2014\u6216\u8005\u662f\u5426\u2014\u2014\u80fd\u591f\u6210\u529f\u5b9e\u73b0\u4eba\u5de5\u667a\u80fd\u53d8\u73b0\uff0c\u800c\u53c8\u4e0d\u7834\u574f\u5176\u5229\u6da6\u7387\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">2026 \u5e74 5 \u6708 7 \u65e5\uff0cDatadog (DDOG) \u7ed9\u51fa\u4e86\u660e\u786e\u7684\u7b54\u6848\uff0c\u5f15\u53d1\u4e86\u4e00\u573a\u5927\u89c4\u6a21\u7684\u53cd\u5f39\uff0c\u8bc1\u660e\u4e86\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u8d62\u5bb6\u7ec8\u4e8e\u5f00\u59cb\u8131\u9896\u800c\u51fa\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Datadog \u7684\u5341\u4ebf\u7f8e\u5143\u91cc\u7a0b\u7891<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">Datadog \u7684\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u5bf9\u4e8e\u4e91\u76d1\u63a7\u548c\u5206\u6790\u9886\u57df\u6765\u8bf4\uff0c\u65e0\u5f02\u4e8e\u4e00\u4e2a\u5206\u6c34\u5cad\u65f6\u523b\u3002\u8be5\u516c\u53f8\u5728\u5355\u65e5\u4ea4\u6613\u4e2d\u98d9\u5347 31%\uff0c\u6536\u76d8\u4ef7\u63a5\u8fd1 186 \u7f8e\u5143\u3002\u6b64\u524d\uff0c\u9053\u660e\u8bc1\u5238 (TD Securities) \u7684\u5206\u6790\u5e08\u5c06\u5176\u63cf\u8ff0\u4e3a\u201c\u4ee4\u4eba\u77a0\u76ee\u7ed3\u820c\u7684\u8d22\u62a5\u201d\u548c\u201c\u5fc5\u987b\u6301\u6709\u7684\u80a1\u7968\u201d <sup>[1]<\/sup>\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\">\u5934\u6761\u6570\u636e\u975e\u5e38\u51fa\u8272\uff1aDatadog \u7684\u5b63\u5ea6\u8425\u6536\u9996\u6b21\u7a81\u7834 10 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 32%\uff0c\u8fbe\u5230 10.06 \u4ebf\u7f8e\u5143\u3002\u516c\u53f8\u6bcf\u80a1\u8c03\u6574\u540e\u6536\u76ca\u4e3a 0.60 \u7f8e\u5143\uff0c\u8fdc\u8d85\u5e02\u573a\u666e\u904d\u9884\u671f\u7684 0.50 \u81f3 0.52 \u7f8e\u5143 <sup>[2]<\/sup>\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u7ba1\u7406\u5c42\u4e0a\u8c03\u4e86\u5168\u5e74\u4e1a\u7ee9\u6307\u5f15\uff0c\u8868\u660e\u8fd9\u79cd\u52a0\u901f\u662f\u7ed3\u6784\u6027\u7684\uff0c\u800c\u975e\u53cd\u5e38\u73b0\u8c61\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u7136\u800c\uff0c\u80a1\u4ef7\u98d9\u5347 31% \u7684\u771f\u6b63\u50ac\u5316\u5242\u662f\u5173\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5b9a\u6027\u8bc4\u8bba\u3002Datadog \u63d0\u4f9b\u5173\u952e\u7684\u4e91\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\uff0c\u4f7f\u590d\u6742\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff08\u5305\u62ec\u6765\u81ea OpenAI \u548c Anthropic \u7684\u6a21\u578b\uff09\u80fd\u591f\u53ef\u9760\u8fd0\u884c\u3002\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\uff0c\u9996\u5e2d\u6267\u884c\u5b98 Olivier Pomel \u900f\u9732\uff0c\u516c\u53f8\u5df2\u7ecf\u83b7\u5f97\u4e86\u4e24\u5bb6\u4e3b\u8981\u7684\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\uff0c\u4e13\u95e8\u7528\u4e8e\u5176\u8d85\u667a\u80fd\u5b9e\u9a8c\u5ba4\u7684\u8bad\u7ec3\u4e1a\u52a1 <sup>[1]<\/sup>\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u4e8e DDOG \u7684\u8bba\u70b9\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">Datadog \u5df2\u6210\u529f\u4ece\u4e91\u8fc1\u79fb\u7684\u88ab\u52a8\u53d7\u76ca\u8005\u8f6c\u53d8\u4e3a\u4eba\u5de5\u667a\u80fd\u8d85\u7ea7\u5468\u671f\u7684\u4e3b\u52a8\u63a8\u52a8\u8005\u3002\u5728\u8fd9\u91cc\uff0c\u5173\u4e8e\u4eba\u5de5\u667a\u80fd\u4f1a\u538b\u7f29\u8f6f\u4ef6\u5229\u6da6\u7387\u7684\u62c5\u5fe7\u5df2\u4e0d\u653b\u81ea\u7834\uff1bDatadog \u4ea7\u751f\u4e86 3.35 \u4ebf\u7f8e\u5143\u7684\u7ecf\u8425\u73b0\u91d1\u6d41\u548c 2.89 \u4ebf\u7f8e\u5143\u7684\u81ea\u7531\u73b0\u91d1\u6d41\uff0c\u81ea\u7531\u73b0\u91d1\u6d41\u5229\u6da6\u7387\u9ad8\u8fbe 29% <sup>[3]<\/sup>\u3002\u8be5\u80a1\u7684\u7a81\u7834\u8bc1\u5b9e\u4e86\u8fd9\u6837\u4e00\u4e2a\u8bba\u70b9\uff1a\u4eba\u5de5\u667a\u80fd\u5ba2\u6237\u6b63\u5728\u63a8\u52a8<em>\u66f4\u591a<\/em>\u800c\u975e\u66f4\u5c11\u7684\u57fa\u7840\u8bbe\u65bd\u652f\u51fa\u3002\u5373\u4f7f\u5728\u98d9\u5347 31% \u4e4b\u540e\uff0c\u5bf9\u4e8e\u4efb\u4f55\u5bfb\u6c42\u6295\u8d44\u4eba\u5de5\u667a\u80fd\u6784\u5efa\u8f6f\u4ef6\u5c42\u7684\u6295\u8d44\u7ec4\u5408\u6765\u8bf4\uff0cDatadog \u4ecd\u7136\u662f\u6838\u5fc3\u6301\u4ed3\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Twilio \u7684\u8f6c\u578b<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">Datadog \u5e76\u975e\u672c\u5468\u552f\u4e00\u8bc1\u660e\u4eba\u5de5\u667a\u80fd\u53d8\u73b0\u6848\u4f8b\u7684\u8f6f\u4ef6\u516c\u53f8\u3002\u5ba2\u6237\u4e92\u52a8\u5e73\u53f0 Twilio (TWLO) \u6084\u7136\u7b56\u5212\u4e86\u4e00\u573a\u5927\u89c4\u6a21\u7684\u9006\u8f6c\uff0c\u5176\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u4e2a\u6708\u5185\u98d9\u5347\u4e86\u7ea6 50% <sup>[1]<\/sup>\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u52bf\u5934\u5728 5 \u6708 7 \u65e5 Twilio \u7684\u5e74\u5ea6\u6295\u8d44\u8005\u65e5\u8fbe\u5230\u9876\u5cf0\uff0c\u516c\u53f8\u5c55\u793a\u4e86\u5f3a\u5927\u7684\u65b0\u5e73\u53f0\u529f\u80fd\uff0c\u65e8\u5728\u5e2e\u52a9\u4eba\u5de5\u667a\u80fd\u4ee3\u7406\u8fdb\u884c\u6c9f\u901a\u548c\u534f\u4f5c\u3002\u8fd9\u4e9b\u589e\u5f3a\u529f\u80fd\u5141\u8bb8\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u8bb0\u5f55\u5ba2\u6237\u6570\u636e\uff0c\u4fc3\u8fdb\u4e0e\u4eba\u5de5\u64cd\u4f5c\u5458\u7684\u65e0\u7f1d\u4ea4\u63a5\uff0c\u5e76\u5b9e\u65f6\u751f\u6210\u53ef\u64cd\u4f5c\u7684\u6570\u636e\u5217\u8868\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\">Twilio \u9996\u5e2d\u6267\u884c\u5b98 Khozema Shipchandler \u7b80\u6d01\u5730\u9610\u8ff0\u4e86\u8fd9\u4e00\u4ef7\u503c\u4e3b\u5f20\uff1a\u201c\u6211\u4eec\u4e0d\u4ec5\u5728\u964d\u4f4e\u4ed6\u4eec\u7684\u6210\u672c\uff0c\u4e0d\u4ec5\u5728\u670d\u52a1\u66f4\u591a\u7684\u6d88\u8d39\u8005\uff0c\u800c\u4e14\u5b9e\u9645\u4e0a\u5728\u589e\u52a0\u6536\u5165\u8db3\u8ff9\u201d <sup>[1]<\/sup>\u3002\u8fd9\u662f\u4f01\u4e1a\u8f6f\u4ef6\u7684\u7ec8\u6781\u76ee\u6807\uff1a\u4ece\u6210\u672c\u4e2d\u5fc3\u7684\u6548\u7387\u5de5\u5177\u8f6c\u53d8\u4e3a\u521b\u6536\u5f15\u64ce\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u4e8e TWLO \u7684\u8bba\u70b9\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u534e\u5c14\u8857\u6b63\u5728\u79ef\u6781\u5bf9 Twilio \u7684\u8f6c\u578b\u8fdb\u884c\u91cd\u65b0\u5b9a\u4ef7\u3002\u5728\u5176\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u53d1\u5e03\u540e\u2014\u2014\u8be5\u8d22\u62a5\u663e\u793a\u4e86\u4e09\u5e74\u591a\u6765\u6700\u9ad8\u7684\u8425\u6536\u589e\u957f\uff0c\u5305\u62ec\u8bed\u97f3\u4e1a\u52a1\u8425\u6536\u540c\u6bd4\u589e\u957f 20%\u2014\u2014\u5206\u6790\u5e08\u7eb7\u7eb7\u4e0a\u8c03\u8be5\u80a1\u7684\u76ee\u6807\u4ef7\u3002Rosenblatt Securities \u5c06\u76ee\u6807\u4ef7\u4e0a\u8c03\u81f3 230 \u7f8e\u5143\uff0c\u800c BTIG \u548c TD Cowen \u5206\u522b\u4e0a\u8c03\u81f3 215 \u7f8e\u5143\u548c 210 \u7f8e\u5143 <sup>[4]<\/sup> <sup>[5]<\/sup>\u3002Twilio \u6b63\u5728\u6210\u529f\u90e8\u7f72\u76f4\u63a5\u6539\u5584\u5ba2\u6237\u4f53\u9a8c\u7684\u539f\u751f\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u4f7f\u5176\u6210\u4e3a\u4eba\u5de5\u667a\u80fd\u5468\u671f\u90e8\u7f72\u9636\u6bb5\u7684\u9996\u9009\u6807\u7684\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Fastly \u7684\u9884\u8b66\u4fe1\u53f7<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u867d\u7136 Datadog \u548c Twilio \u5c55\u793a\u4e86\u8f6f\u4ef6\u884c\u4e1a\u7684\u4e0a\u884c\u7a7a\u95f4\uff0c\u4f46 Fastly (FSLY) \u5219\u6b8b\u9177\u5730\u63d0\u9192\u4eba\u4eec\uff0c\u5f53\u589e\u957f\u9884\u671f\u843d\u7a7a\u65f6\uff0c\u5e02\u573a\u662f\u591a\u4e48\u5730\u4e0d\u7559\u60c5\u9762\u3002<\/p>\n\n<p class=\"wp-block-paragraph\">\u5728 Datadog \u98d9\u5347\u7684\u540c\u4e00\u5929\uff0cFastly \u80a1\u4ef7\u66b4\u8dcc 38.23%\uff0c\u6536\u4e8e 19.50 \u7f8e\u5143 <sup>[6]<\/sup>\u3002\u8bbd\u523a\u7684\u662f\uff0cFastly \u5b9e\u9645\u4e0a\u4ea4\u4ed8\u4e86\u521b\u7eaa\u5f55\u7684\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\uff0c\u603b\u9500\u552e\u989d\u589e\u957f\u4e86 20%\uff0c\u5e76\u5728\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u7684\u57fa\u7840\u4e0a\u5b9e\u73b0\u4e86\u76c8\u5229\u3002\u516c\u53f8\u751a\u81f3\u5c06\u5176 2026 \u5e74\u7684\u9500\u552e\u589e\u957f\u6307\u5f15\u4e0a\u8c03\u81f3 15% <sup>[6]<\/sup>\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u90a3\u4e48\u4e3a\u4ec0\u4e48\u8981\u5927\u89c4\u6a21\u629b\u552e\u5462\uff1f\u5e02\u573a\u65e0\u60c5\u5730\u60e9\u7f5a\u4e86 Fastly \u6838\u5fc3\u7f51\u7edc\u670d\u52a1\u90e8\u95e8\u7684\u589e\u957f\u653e\u7f13\uff0c\u8be5\u90e8\u95e8\u4ec5\u589e\u957f\u4e86 11%\u3002\u867d\u7136\u5176\u8f83\u65b0\u7684\u5b89\u5168\u548c\u8ba1\u7b97\u90e8\u95e8\u589e\u957f\u8fc5\u901f\uff08\u5206\u522b\u4e3a 67% \u548c 47%\uff09\uff0c\u4f46\u5b83\u4eec\u4ec5\u5360\u603b\u9500\u552e\u989d\u7684\u7ea6\u56db\u5206\u4e4b\u4e00 <sup>[6]<\/sup>\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u5173\u4e8e FSLY \u7684\u8bba\u70b9\uff1a\u5356\u51fa<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u5728\u8d22\u62a5\u53d1\u5e03\u524d\uff0cFastly \u7684\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u5e74\u7ffb\u4e86\u4e09\u500d\u540e\uff0c\u5176\u8fdc\u671f\u5e02\u76c8\u7387\u8fbe\u5230\u4e86\u60ca\u4eba\u7684 71 \u500d\u3002\u5728\u8fd9\u6837\u7684\u4f30\u503c\u6c34\u5e73\u4e0b\uff0c\u6838\u5fc3\u4e1a\u52a1\u7684\u4efb\u4f55\u51cf\u901f\u8ff9\u8c61\u90fd\u4f1a\u5f15\u53d1\u5267\u70c8\u7684\u4f30\u503c\u538b\u7f29\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u8868\u793a\uff0c\u57fa\u7840\u8bbe\u65bd\u8d44\u672c\u652f\u51fa\u5360\u8425\u6536\u7684\u6bd4\u4f8b\u5c06\u5728 2026 \u5e74\u7ffb\u4e00\u500d\u4ee5\u4e0a <sup>[6]<\/sup>\u3002Fastly \u6b63\u9762\u4e34\u7740 Datadog \u521a\u521a\u6210\u529f\u53cd\u9a73\u7684\u5229\u6da6\u7387\u538b\u7f29\u62c5\u5fe7\u3002\u5728\u6838\u5fc3\u4e1a\u52a1\u7a33\u5b9a\u4e14\u8d44\u672c\u652f\u51fa\u5468\u671f\u89c1\u9876\u4e4b\u524d\uff0c\u6295\u8d44\u8005\u5e94\u907f\u514d\u63a5\u8fd9\u79cd\u201c\u6389\u4e0b\u6765\u7684\u98de\u5200\u201d\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>\u6218\u7565\u610f\u4e49<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">5 \u6708 7 \u65e5\u7684\u4ea4\u6613\u65f6\u6bb5\u6807\u5fd7\u7740\u8f6f\u4ef6\u884c\u4e1a\u7684\u4e00\u4e2a\u5173\u952e\u5206\u6c34\u5cad\u3002\u5e02\u573a\u4e0d\u518d\u4ec5\u4ec5\u56e0\u4e3a\u516c\u53f8\u5b58\u5728\u4e8e\u4e91\u751f\u6001\u7cfb\u7edf\u4e2d\u5c31\u7ed9\u4e88\u5956\u52b1\u3002\u8d44\u91d1\u6b63\u5728\u79ef\u6781\u8f6c\u5411\u90a3\u4e9b\u80fd\u591f\u660e\u786e\u5c55\u793a\u4eba\u5de5\u667a\u80fd\u5982\u4f55\u52a0\u901f\u5176\u8425\u6536\u589e\u957f\u5e76\u6269\u5927\u5176\u5229\u6da6\u7387\u7684\u8f6f\u4ef6\u5e73\u53f0\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">Datadog \u548c Twilio \u5df2\u7ecf\u8bc1\u660e\uff0c\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u8bba\u70b9\u662f\u53ef\u884c\u4e14\u5229\u6da6\u4e30\u539a\u7684\u3002\u6295\u8d44\u8005\u5e94\u79ef\u6781\u4ece\u6838\u5fc3\u4e1a\u52a1\u51cf\u901f\u7684\u9ad8\u5e02\u76c8\u7387\u8f6f\u4ef6\u516c\u53f8\uff08\u5982 Fastly\uff09\u4e2d\u64a4\u51fa\uff0c\u5e76\u5c06\u8d44\u91d1\u6574\u5408\u5230\u5df2\u8bc1\u660e\u7684\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u8d62\u5bb6\u4e2d\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\"><em>\u514d\u8d23\u58f0\u660e\uff1a\u672c\u6587\u4ec5\u4f9b\u53c2\u8003\uff0c\u4e0d\u6784\u6210\u6295\u8d44\u5efa\u8bae\u3002\u6587\u4e2d\u8868\u8fbe\u7684\u89c2\u70b9\u4ec5\u4ee3\u8868\u4f5c\u8005\u4e2a\u4eba\uff0c\u4e0d\u53cd\u6620 Equities Orbis \u6216\u5176\u5173\u8054\u516c\u53f8\u7684\u89c2\u70b9\u3002\u5728\u505a\u51fa\u6295\u8d44\u51b3\u7b56\u524d\uff0c\u8bf7\u52a1\u5fc5\u8fdb\u884c\u81ea\u5df1\u7684\u7814\u7a76\u5e76\u54a8\u8be2\u83b7\u5f97\u8bb8\u53ef\u7684\u8d22\u52a1\u987e\u95ee\u3002  <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728\u8fc7\u53bb\u7684\u4e00\u5e74\u91cc\uff0c\u4eba\u5de5\u667a\u80fd\u6295\u8d44\u53d9\u4e8b\u7edd\u5927\u90e8\u5206&hellip;<\/p>\n","protected":false},"author":5,"featured_media":609,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"class_list":["post-607","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-47"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis<\/title>\n<meta name=\"description\" content=\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis\" \/>\n<meta property=\"og:description\" content=\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/\" \/>\n<meta property=\"og:site_name\" content=\"Equities Orbis\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-09T09:09:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-08T19:04:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1792\" \/>\n\t<meta property=\"og:image:height\" content=\"1024\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Cassian Vance\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"Cassian Vance\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/\"},\"author\":{\"name\":\"Cassian Vance\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/person\\\/0ee17a267930e75dc5ef799c927d3b40\"},\"headline\":\"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03\",\"datePublished\":\"2026-05-09T09:09:33+00:00\",\"dateModified\":\"2026-06-08T19:04:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/\"},\"wordCount\":51,\"publisher\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/photo_2026-05-08_19-21-42.jpg\",\"articleSection\":[\"\u8f6f\u4ef6\"],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/\",\"name\":\"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/photo_2026-05-08_19-21-42.jpg\",\"datePublished\":\"2026-05-09T09:09:33+00:00\",\"dateModified\":\"2026-06-08T19:04:51+00:00\",\"description\":\"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#primaryimage\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/photo_2026-05-08_19-21-42.jpg\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/photo_2026-05-08_19-21-42.jpg\",\"width\":1792,\"height\":1024},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"\u9996\u9875\",\"item\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#website\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\",\"name\":\"Equities Orbis\",\"description\":\"Stocks of the World, Revealed.\",\"publisher\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#organization\",\"name\":\"OT Media Inc.\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/photo_2026-04-24_10-17-06.jpg\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/photo_2026-04-24_10-17-06.jpg\",\"width\":64,\"height\":64,\"caption\":\"OT Media Inc.\"},\"image\":{\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/#\\\/schema\\\/person\\\/0ee17a267930e75dc5ef799c927d3b40\",\"name\":\"Cassian Vance\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"zh-Hans\",\"@id\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_5_1777116139-96x96.jpg\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_5_1777116139-96x96.jpg\",\"contentUrl\":\"https:\\\/\\\/equitiesorbis.com\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/avatar_user_5_1777116139-96x96.jpg\",\"caption\":\"Cassian Vance\"},\"description\":\"Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.\",\"url\":\"https:\\\/\\\/equitiesorbis.com\\\/zh-hans\\\/author\\\/cassian-vance\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis","description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/","og_locale":"zh_CN","og_type":"article","og_title":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis","og_description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","og_url":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/","og_site_name":"Equities Orbis","article_published_time":"2026-05-09T09:09:33+00:00","article_modified_time":"2026-06-08T19:04:51+00:00","og_image":[{"width":1792,"height":1024,"url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg","type":"image\/jpeg"}],"author":"Cassian Vance","twitter_card":"summary_large_image","twitter_misc":{"\u4f5c\u8005":"Cassian Vance"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#article","isPartOf":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/"},"author":{"name":"Cassian Vance","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/person\/0ee17a267930e75dc5ef799c927d3b40"},"headline":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03","datePublished":"2026-05-09T09:09:33+00:00","dateModified":"2026-06-08T19:04:51+00:00","mainEntityOfPage":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/"},"wordCount":51,"publisher":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization"},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#primaryimage"},"thumbnailUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg","articleSection":["\u8f6f\u4ef6"],"inLanguage":"zh-Hans"},{"@type":"WebPage","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/","url":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/","name":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03 - Equities Orbis","isPartOf":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#website"},"primaryImageOfPage":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#primaryimage"},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#primaryimage"},"thumbnailUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg","datePublished":"2026-05-09T09:09:33+00:00","dateModified":"2026-06-08T19:04:51+00:00","description":"Global equity research and stock analysis. Valuations, catalysts, and investment theses \u2014 stocks of the world, revealed.","breadcrumb":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#primaryimage","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42.jpg","width":1792,"height":1024},{"@type":"BreadcrumbList","@id":"https:\/\/equitiesorbis.com\/zh-hans\/%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%bd%af%e4%bb%b6%e7%9a%84%e7%88%86%e5%8f%91%ef%bc%9adatadog-%e8%af%81%e5%ae%9e%e4%ba%86%e7%89%9b%e5%b8%82%e8%ae%ba%e8%b0%83\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"\u9996\u9875","item":"https:\/\/equitiesorbis.com\/zh-hans\/"},{"@type":"ListItem","position":2,"name":"\u4eba\u5de5\u667a\u80fd\u8f6f\u4ef6\u7684\u7206\u53d1\uff1aDatadog \u8bc1\u5b9e\u4e86\u725b\u5e02\u8bba\u8c03"}]},{"@type":"WebSite","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#website","url":"https:\/\/equitiesorbis.com\/zh-hans\/","name":"Equities Orbis","description":"Stocks of the World, Revealed.","publisher":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/equitiesorbis.com\/zh-hans\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":"Organization","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#organization","name":"OT Media Inc.","url":"https:\/\/equitiesorbis.com\/zh-hans\/","logo":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/logo\/image\/","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/photo_2026-04-24_10-17-06.jpg","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/photo_2026-04-24_10-17-06.jpg","width":64,"height":64,"caption":"OT Media Inc."},"image":{"@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/equitiesorbis.com\/zh-hans\/#\/schema\/person\/0ee17a267930e75dc5ef799c927d3b40","name":"Cassian Vance","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_5_1777116139-96x96.jpg","url":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_5_1777116139-96x96.jpg","contentUrl":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/04\/avatar_user_5_1777116139-96x96.jpg","caption":"Cassian Vance"},"description":"Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.","url":"https:\/\/equitiesorbis.com\/zh-hans\/author\/cassian-vance\/"}]}},"featured_image_src":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42-600x400.jpg","featured_image_src_square":"https:\/\/equitiesorbis.com\/wp-content\/uploads\/2026\/05\/photo_2026-05-08_19-21-42-600x600.jpg","author_info":{"display_name":"Cassian Vance","author_link":"https:\/\/equitiesorbis.com\/zh-hans\/author\/cassian-vance\/"},"_links":{"self":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts\/607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=607"}],"version-history":[{"count":0,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/posts\/607\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/media\/609"}],"wp:attachment":[{"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=607"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=607"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/equitiesorbis.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}