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2026-10-04 – 2026-10-10
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精选标的 DELL、GTLB、MDB:戴尔AI服务器订单能见度质变、估值重估空间大,GitLab预订量创新高验证AI开发工具需求,MongoDB被错杀、AI应用爆发将拉动数据库需求。
GitLab Q2业绩超预期、总预订量创历史新高,资金将向绩优龙头集中;苹果逆势大涨,资金倾向于涌入高质量、现金流强劲的防御性龙头。
GitLab is still expected to post 20% plus revenue growth this year and next. For that growth, shares are very attractive here at just eight times price to sales.