$DOCN · Schwab Network · 2026-11-09
他从三十多美元起持有 Digital Ocean，并认为市场错误地将其视为小型 GPU 租赁/基础设施标的，而非一家盈利的云平台、其 AI 业务还在强化平台：AI 客户 ARR 增长 300% 至 4 亿美元，单季新增 ARR 创纪录达 1.6 亿美元，且 90% 的 AI 收入来自使用更广泛平台而非仅用 GPU 的客户。他把这轮下跌视为机会，因为业务蒸蒸日上而股价已下跌 50%；技术面上它处于下降通道，但似乎在 71 附近见底，若继续下跌，下一支撑位是 51。
逐段跳播
“Digital Ocean”，我们之前一起谈过。我知道你长期以来一直看好它。该股今年仍上涨约60%，但随着我们看到科技板块面临压力，过去一个月动能明显减弱。那么你现在怎么看“Digital Ocean”？
"Digital Ocean," we've talked about it together before. I know you've been a fan of hers for a long time. The stock is still up about 60% this year, but momentum has noticeably declined over the past month as we have seen this pressure on the technology sector. So how do you view "Digital Ocean" now?
是的，我从价格还在三十多美元时就开始投资 Digital Ocean，自那以后，市场一直没搞懂这家公司到底是做什么的。他们把它看作一个小规模的 GPU 租赁商，与 CoreWave 之类的公司竞争。
而实际上，它是一个非常盈利的基础云平台，拥有庞大的 AI 业务，增强了整个平台。
Yes, I have been investing in Digital Ocean since the price was in the thirties, and since then, the market has not understood what this company is all about. They view it as a small-scale GPU lessee competing with companies like CoreWave .
While it is in fact a very profitable basic cloud platform , it has a huge AI business that enhances the entire platform.
我的意思是，就在上周，AI 客户的年度经常性收入（ARR）增长了300%，达到4亿美元。公司还在单季度新增了创纪录的1.6亿美元年度经常性收入。代币规模环比增长了十倍。
I mean, just last week, the annual recurring revenue (ARR) for AI clients grew by 300% to $400 million . The company also added a record $160 million in annual recurring revenue in a single quarter.
The token sizes increased tenfold on a sequential basis.
所以，他们最新财报中对我来说最好的数字是：他们90%的 AI 收入实际上来自使用更广泛的 Digital Ocean 平台的客户，而不仅仅是使用 GPU。
So, the best figure in their latest earnings report for me is that 90% of their AI revenue actually comes from customers using the broader Digital Ocean platform rather than just using GPUs.
因此，市场以狭隘的视角看待 Digital Ocean，认为它只是另一家技术基础设施公司。事实上，他们是一家完美契合大规模人工智能经济的云计算巨头。我相信我们现在看到的这轮下跌是一个机会，因为他们的业务蒸蒸日上，但股价却因市场对他们的错误定性而下跌了50%。
Therefore, the market views Digital Ocean with a narrow perspective, believing it to be just another technology infrastructure company. In fact, they are a cloud computing powerhouse perfectly suited to the massive artificial intelligence economy .
I believe that this decline we are witnessing now represents an opportunity because their business is thriving, but the stock has fallen by 50% due to the market's mischaracterization of them.
Shay 强调了一个强劲的基本面故事，但我看到的是一个下降通道。是的，但我看到的是，我们已经回落到了一个似乎有显著支撑的区域。我这么说的原因是，这里大致有一个前期高点和随后的低点，而现在我们似乎就在71附近触底了。
如果我们继续下跌，51这个位置也很突出，因为它是那里重复出现过几次的底部。但总体而言，正如你说的，Marley，从我们之前接近187.50的高点，我们可以画出这条下降通道线。我们可以用趋势线画出一个通道，复制它并放到我们这里的底部上，就得到了这个覆盖我们大部分价格走势的整体形态。
短期来看，这里有一条更陡、斜率更大的蓝色趋势线，自我们上次财报事件之前就一直向下倾斜。所以，目前如果看下面这些移动平均线，我们处于我们通常关注的四个水平之下。最近的是深蓝色的5日指数移动平均线，略低于79，代表一周的交易活动。
所以，如果我们升破这个水平并突破短期趋势线，就移动平均线而言，下一个潜在目标将是代表一个月的21日指数移动平均线，位于96.12。相对强弱指数低于50中轴线，但已经再次突破30关口，所以不再处于超卖区。
我们还有一条对应的下降趋势线。因此，多头会希望看到价格几乎同时突破RSI趋势线和价格趋势线。成交量分布显示，这里有一个显著的节点，而我们的控制点，也就是所有区域中成交最密集的地方，位于87.50。
所以，我们目前处于这个成交密集区的下沿附近。49到63之间的成交又明显活跃起来。所以，这是一个值得注意的支撑区。还要注意我们最近看到的那些交易尖峰。因此，这只股票近几天交易非常活跃。
Shay highlights a strong underlying story, but I see a downward channel. Yes, but what I see is that we have retreated to an area that appears to have significant support. The reason I say that is because we have a previous high and a subsequent low roughly here, and that's where we appear to have bottomed out now near 71.
If we continue to fall, the 51 level also stands out because it was a floor that was repeated a few times there. But overall, as you say, Marley, from our previous peak near 187.50, we can draw this descending channel line.
We can draw a channel using our trend line. We can replicate it and place it across our bottoms here to give us this general pattern that covers most of our price activity . In the short term, we have a steeper, more sloping blue trend line here pointing downwards since before our last earnings event .
So, at the moment, if we consider the following moving averages, we are below the four levels that we usually follow here . The closest one is the 5-day exponential moving average in dark blue.
A little less than 79, this represents one week of trading activity. So, if we rise above this level here and break through our short-term trend line , the next potential target in terms of moving averages would be the 21-day exponential moving average, which represents one month, at 96.12.
The Relative Strength Index is below the 50 midline, but it has managed to break through the 30 threshold again, so it is no longer in the oversold zone. We also have a matching downward trend line.
Therefore, the bulls will want to see a breakout above both the RSI trendline and the price trendline almost simultaneously here. The trading volume profile shows that we have a significant node here, and our control point , which is the most intense trading area of all, comes in at 87.50.
So, we are near the lower edge of that size knot here. Things are picking up again noticeably between 49 and 63. So, this is a notable support zone. Also note the number of trading spikes we have seen recently.
Therefore, there has been very heavy trading on this stock in recent days.
嗯，到今天这轮交易时段为止，我们上涨了大约6%。Digital Ocean 目前交易在76.71的水平。
Well, we have an increase of approximately 6% during today's session so far. We are trading at a level of 76.71 for Digital Ocean.