新华财经上海8月28日电（记者王淑娟）生成式人工智能应用需处理海量非结构化数据，带动了市场对 云数据库的需求激增。在28日举办的首届"2025零售数据底座创新大会"上，记者从国产原生分布式数据 库OceanBase（海扬数据库）获悉，近两年来，其云数据库产品OB Cloud已服务李宁、安踏、海底捞、 泡泡玛特等200余家头部零售企业，覆盖鞋服、餐饮、快消、商超、DTC（直达消费者）新经济等全零 售业态，实现规模化落地。 中国连锁经营协会行业创新部主任田芮丰在会上表示，零售行业已从粗放流量运营转向用户价值的深度 挖掘，AI贯穿"研、产、供、销、服"全链路。超九成企业认为生成式AI将提升生产力，但传统架构存在 数据延迟、系统割裂、资源冗余等问题，难以支撑实时决策与AI创新应用。 OceanBase 首席执行官杨冰认为，零售行业数智化转型面临着三大核心挑战：如何驾驭流量"脉冲式爆 发"、如何让数据成为"实时决策引擎"、以及如何让AI从"锦上添花"变为"基础设施"，这也是海扬数据 库与众多客户共同攻坚的方向。零售行业亟需满足"全时响应、全域覆盖、全端适配、全员协同"的新一 代技术底座，而一体化云数据库是破局的关键。 ...

Core Insights - MongoDB's Atlas has become a central pillar of the company's platform strategy, with strong adoption across various industries, including notable customers like CSX and LG Uplus [1] - The company reported total revenues of $549 million in the fiscal first quarter, marking a 22% year-over-year increase, with Atlas revenues growing 26% and accounting for 72% of total revenues [2] - MongoDB anticipates continued growth from Atlas, reflected in its raised revenue guidance for fiscal 2026, projected at $2.25–$2.29 billion [3] Revenue and Customer Growth - In the fiscal first quarter, Atlas customer count reached over 55,800, up from 47,700 a year ago, indicating strong customer acquisition [2] - The Zacks Consensus Estimate for MongoDB's subscription revenues for the fiscal second quarter is $537.5 million, with an estimated customer count of approximately 55,863 for Atlas [3] Strategic Initiatives - To support future growth, MongoDB is focusing on application modernization and AI, including the acquisition of Voyage AI and plans to enhance user capabilities [4] - The company is investing in developer training, certifications, and self-serve tools to drive greater adoption of Atlas [4] Competitive Landscape - MongoDB faces increasing competition from Amazon's DynamoDB and Couchbase, both enhancing their offerings in the cloud database market [5][6] - Amazon's DynamoDB has introduced multi-region strong consistency, improving its reliability for applications [5] - Couchbase has launched a new version of its cloud database designed for AI agent workflows, supporting real-time systems [6] Stock Performance and Valuation - MongoDB shares have declined by 8.7% year-to-date, underperforming the Zacks Internet – Software industry growth of 14.3% [7] - The stock is currently trading at a forward Price/Sales ratio of 6.89X, compared to the industry's 5.74X, indicating a higher valuation [11] - The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is 64 cents per share, reflecting an 8.57% year-over-year decline [15]