《I Can't Believe You Can Buy These Mega Cap Stocks at This Price》
AI需求支撑Salesforce的看涨论点（Agent Force增长240%），但估值需调整一次性利润收益和低ROIC的影响。
现在，让我们提高赌注。Salesforce，股票代码CRM。各位，这个一夜之间变得更有趣了。几个月来，华尔街确信AI将摧毁Salesforce。逻辑很简单。如果AI代理能做这些工作，为什么公司还要继续为那些昂贵的软件席位付费？
仅凭这种恐惧，该股从高点下跌了约24%。然后在8月26日，它公布了财报，股价飙升。
Now, let's raise the stakes a bit. Salesforce, ticker symbol CRM. Guys, this one got a lot more interesting overnight. For months, Wall Street was convinced that AI was going to destroy Salesforce. The logic was simple. If AI agents can do the work, why would companies keep paying for all those expensive software seats? On that fear alone, the stock fell about 24% from its high. Then on August 26th, it reported earnings and the stock skyrocketed.