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跑输纳指22%后,BTIG押注2026安全软件V型反转:Zscaler(ZS.US)、Netskope(NTSK ...
"我们对可观测性领域仍持乐观看法。我们看到客户优先选择供应商整合,使Datadog和 Dynatrace (DT.US) 均受益。供应商应会看到AI带来的工作负载激增所催生的利好,"Powell及其团队表示。
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