数据库软件公司MongoDB（股票代码：MDB）今日盘中股价大涨5.04%，延续了近期的强劲涨势。这波上涨主要源于公司发布的亮眼第二季度财报以及对人工智能（AI）应用需求的增长预期。
根据最新财报，MongoDB第二季度业绩表现出色，调整后每股收益达1.00美元，同比增长42.5%，远超市场预期。公司营收也达到5.914亿美元，同比增长23.7%，同样高于分析师预估。更值得注意的是，MongoDB大幅上调了2026财年的全年展望，预计调整后每股收益将达到3.64-3.73美元，营收预期区间上调至23.4-23.6亿美元。
MongoDB首席执行官Dev Ittycheria表示，公司增长主要得益于越来越多的客户使用其数据库构建人工智能应用，凸显了MongoDB在AI基础设施中的关键作用。这一趋势也反映在市场反应上，期权市场数据显示，MongoDB的期权合约成交量较90日平均暴增11.4倍，达到235,690张，反映出投资者对公司前景的强烈信心。分析人士认为，随着企业加速数据基础设施现代化进程并简化AI应用开发，MongoDB有望持续受益于这一趋势。
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