Dividend Data 对 $CRM 的判断变化

2026-08-28看涨
Claude Just Saved Salesforce Stock.
Salesforce被低估,尽管近期上涨,其交易价格仍低于历史中位数倍数。

Salesforce 刚刚公布了财报,该股本周上涨了 25%。其财报后 22.5% 的涨幅是 Salesforce 股票历史上表现最好的日子之一。

Salesforce just reported earnings and the stock is up 25% on the week. Its 22.5% post earnings pop was one of the best days in the history of Salesforce stock.

营收同比增长 11%,本季度调整后每股收益为 5.90 美元,同比增长 103%。但这并不是 Salesforce 股价上涨的原因。关于那次盈利超预期,实际上有一些你需要知道的隐藏细节。

Revenue is up 11% year-over-year and adjusted earnings per share came in at $5.90 for the quarter, which was up 103% year-over-year. But that's not why Salesforce stock was up. There's actually some hidden details you need to know about that earnings beat.

2026-08-25看涨
Nvidia is FLIPPING the Stock Market This Week
Salesforce相对于其历史估值倍数被低估,具有显著的上涨潜力。

在今天的视频中,我将分享我对即将到来的财报周的看法,我会关注哪些股票,以及我可能会在后续的详细视频中深入分析哪些股票,其中包括对英伟达的深入分析,以及一些可能成为价值股的受挫软件股,比如Intuit和Salesforce。

In today's video, I'm going to give you my thoughts on this upcoming earnings week, the stocks I'll be watching and that I'll likely cover in detailed follow-up videos that includes an extended look at Nvidia and some beaten down software stocks that could be value plays companies like Inuit and Salesforce.

自从AI编程代理问世以来,基本上人们一直认为软件公司现在价值降低了。有人认为竞争可能会很快加剧。还有一个问题是,这些公司能否以今天完全相同的商业模式继续存在。所以像Intuit和Salesforce这样的公司(我稍后会讨论)曾被视为优质公司。