$DDOG · Schwab Network · 2026-11-06
DataDog 是说话者建议买入的网络安全股之一，在这个估值水平上他买得安心；他预计网络安全支出会持续而非被削减，因为企业不会让客户数据变得更脆弱——情况很可能恰恰相反。
逐段跳播
所有网络安全公司，比如 CrowdStrike 或 DataDog——这些就是你应该选择的。这些是我认为每个人都应该买入的公司。
all the cybersecurity companies, like CrowdStrike or DataDog — these are the ones you should choose. These are companies that I think everyone should buy.
我不知道有哪家公司会说：“嘿，我们要放弃网络安全，突然让客户的数据更脆弱。”这大概率不会发生。相反，会发生相反的情况。所以我认为 Crowdstrike、Palo Alto Networks、Datadog——在这个估值下，我很放心买入这些公司。
I don't know of any companies that would say, "Hey, we're dropping cybersecurity and suddenly making our clients' data more vulnerable." That probably won't happen. Rather, the opposite will happen.
So I think Crowdstrike, Palo Alto Networks, Datadog—I feel comfortable buying these companies at this valuation.
这个频道对 $DDOG 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。