CRM 全部观点

更早于 2026-08-20回到最新

CRM 这一页 6 条观点条目,其中 0 条方向发生变化。

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Meet Kevin发布 2026-08-26
Nvidia Stock CRUSHES | But BAD OMEN INSIDE.
$CRM看涨
目前持有CRM多头仓位,但后悔近期上涨后未增加持仓。

就个人而言,公平地说,我持有 CrowdStrike 和 Salesforce 的头寸。Salesforce 上涨了 14%,CrowdStrike 上涨了 11%。我确实发送了买入和卖出警报,主要是针对这些股票的买入警报。

Personally and fairness, do have exposure to CrowdStrike, do have exposure to Salesforce. Salesforce is up 14%, CrowdStrike up 11%. Did send buy and sell alerts, well, buy alerts on those.

你买入 CrowdStrike 和 Salesforce,我们持有这两只股票,然后它们在财报后分别上涨了 11% 和 13%,接着你就会想:“天哪,我真希望我当时买得更多。”

you buy CrowdStrike and Salesforce, which we own, and then it goes up 11% and 13% after earnings, and then it's just like, "Damn, I wish I had more."

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Meet Kevin发布 2026-08-26
Nvidia Stock Earnings (And Salesforce, Veeva, & Crowdstrike) LIVE
$CRM看涨
CRM被低估(目标价458),近期财报实现名义超预期及RPO增长,促使进一步买入。

Salesforce 今天将发布财报。

Salesforce will be reporting today.

Salesforce 在过去 24 小时内略有下跌。你可以看到 Salesforce 这里的上升趋势是紧随一段非常漫长的下跌趋势之后出现的。

Salesforce did move down a little bit in the last 24. You can see this uptrend we have on Salesforce right here is really coming after a very very long downtrend.

记住,Salesforce 以大约 196 到 191 美元左右的基准价格回购了约 250 亿或 260 亿美元的自家股票。

Salesforce, remember, bought back like 25 or 26 billion dollars of their own stock at roughly uh 196 191 basis somewhere around there.

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Dividend Data发布 2026-08-25
Nvidia is FLIPPING the Stock Market This Week
$CRM看涨
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。

NVDA Earnings - The Big Move Has Just STARTED‼️
$CRM看涨
Salesforce在日线和周线级别上正在突破,说话者乐观认为它有望扭转局面,加入其他强势软件股的行列。

Salesforce,他们本周晚些时候有财报。今天价格走势非常有趣,表现良好。它在两个时间框架上突破,日线和周线都是如此。所以,我有点乐观地认为Salesforce最终能扭转局面,加入像Microsoft、Palantir和Snowflake这样的公司行列。

Salesforce, they have a report later this week. Very interesting price action good today. It's breaking out on two time frames, both the daily and the weekly. So, I'm a little optimistic that Salesforce can finally turn the corner and join the likes of a Microsoft, a Palantir, and a Snowflake

好的。#没压力 宾尼先生。好的。是的,我们会留下。#outlier。我我更愿意用#outlier。

Okay. #nopressure Mr. Binnie. Okay. Yeah, we're going to stay #outlier. I I would prefer #outlier.

Meet Kevin发布 2026-08-24
Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate
$CRM看涨
Salesforce处于上升趋势,仍是买入标的,财报前在209.80处获得明确拒绝。

你会注意到Salesforce和软件实际上,嗯,尽管这里有内存抛售,但仍然保持得很好。

you'll notice Salesforce and software actually, uh, still holding up over here despite this, uh, memory selloff over here.

Salesforce,你知道,你有一个下降趋势,这是我们真正在骑的上升趋势。它一直很完美。我们大概从7月初就画了这条线。我们一直在观察这个上升趋势的开始并买入,对吧?我们大约从160区间就开始买入Salesforce。

Salesforce, you know, you had this as a downtrend, and this is the uptrend that we've really been riding right here. It's been perfect. We've had this line drawn since probably about early July. We've been watching this uptrend start and and buying it, right? We've been buying Salesforce since about the 160 range.

Ranking SaaS Best Buys Today and Long-Term + Watchlist Review
$CRM未站边
CRM在价值和品质方面属于B级投资;虽然便宜但不如同行令人兴奋,有机增长低,且面临AI竞争侵蚀其市场地位的高风险。

我来做 Salesforce,因为我认为我们可以快速完成。好的,Salesforce。我认为我们可以快速完成,因为我有点像看待其他 SAS 公司一样看待 Salesforce,就像我看待 Microsoft 的 Max 7 一样。不是因为质量那么高,只是因为它不太让我兴奋。

>> I'll do Salesforce because I think we can do it quick. All right, Salesforce. Um, I think we can do it quick because I kind of look at Salesforce similarly, um, compared to the other SAS companies as I do to Microsoft when I look at the Max 7. Um, not because quality is as high, just because I feel like it doesn't excite me that much.

我还记得研究过它。尤其是当我看了更多竞争对手公司之后,我认为它并不那么令人兴奋。曾经有一段时间它更便宜。我这里实际上也有一张图表,基本上也显示了价格与运营现金流的关系,以及总收入变化。

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