Jose Najarro Stocks 对 $CRWD 的判断变化

2026-08-26看涨
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CRWD估值倍数高企(市销率70-80倍),但网络安全需求驱动的营收加速增长支撑了该股票。

我们还有 CrowdStrike,你们今天在这里玩得很开心。

We also have CrowdStrike and you guys are really having fun here today.

我们有 CrowdStrike,它在网络安全领域占据重要地位,今年表现强劲。Mythos,很多相关因素导致了对网络安全需求的爆发式增长。

we have CrowdStrike, big in the cyber security space, massive run this year. Mythos, a lot of that stuff has exploded the demand for cyber security.

在此期间,我们应该会看到 Salesforce、Synopsis、CrowdStrike 以及其他几家实际上相当重要的公司。

In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.