DT 目前仍是买入标的：经历六个月的强劲上涨后估值依然合理，尽管其涨幅落后于 Datadog。随着 AI 提升网络安全的优先级，其监控工具有望在未来一两年内帮助加速营收增长，预计约 18 个月后会出现一波采用潮。
逐段跳播
你更看好 Dynatrace 这家公司。我一直在看它的走势图。过去六个月里，可以为这只股票画出一条持续向上的趋势线。那么，是什么让你认为 Dynatrace 会继续上涨、动能会继续对它有利？
You prefer the company "Dynatrace". I was looking at their graph. I mean, over the past six months, you can draw a consistent upward trend line for this stock. So, what tells you that " Dianatrix" will continue to rise and that momentum will remain in its favor?
网络安全眼下正成为企业越来越重视的优先事项。我们都知道，人工智能让威胁和攻击者能够比以往更轻松、更频繁地测试系统。因此，网络安全正成为企业越来越重视的优先事项。Dynatrace 提供的监控工具能帮助大型机构识别其安全系统何时出现故障，以及如何修复。
我认为这项业务在未来一两年内有望加快营收增长。企业在发布这类产品之前都会先进行测试，我认为未来18个月左右我们会看到一波真正的采用潮。
Cybersecurity is becoming an increasing priority for businesses right now. We all know that artificial intelligence allows threats and attackers to test systems more easily and more frequently than before.
Therefore, cybersecurity is an increasing priority for businesses. Dynatrix provides monitoring tools that help large organizations identify when their security system malfunctions and how to fix them.
I believe this business is poised to accelerate its revenue growth over the next year or two. Companies test products like these before releasing them , and I think we'll see a real wave of adoption in the next 18 months or so .
Dynatrace 表现也不错，但没有 Datadog 那种水平，而且我认为它的估值更合理。你说得对，这只股票过去六个月表现非常好，但我认为估值仍然合理，投资者今天仍然可以买入。
" Dinatrix" also performed well, but not at the level of "Datadog," and I think it has a more reasonable rating. You're right , the stock has performed very well over the past six months , but I think the valuation is still reasonable and investors can still buy it today.