然后我们看看 CrowdStrike，我也对其持乐观态度，但其评级非常高。要使这合理，增长预期必须非常高。如你所知，他们的现金流回报率约为 0.9%。
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.
我们来谈谈你获得的关于Crowd Strike的数据。它最近表现强劲，经历了一轮大幅上涨。但当你思考你抓取的关于Crowd Strike的数据时，讨论的焦点是什么？是关于身份保护吗？什么最突出？
Okay let's talk a little bit about the data you got on Crowd Strike. It's had a massive run recently strong results recently. but you know when you think about the um data that you've scraped with regard to a crowd strike what is the conversation about is it about identity protection what stands out
有几件事让我印象深刻。我分析了今年提到Crowd Strike的大约60万条帖子。所以我再次回到同一个故事，即首先，AI正成为Crowd Strike的核心和中心需求故事。投资者不再仅仅将Crowd Strike视为端点安全公司。
它确实像 CrowdStrike（我也持有）以及许多其他软件股一样，在今年春天的 SaaS 末日中受到了冲击。
It very much got caught up just like CrowdStrike, which I also own, and many other software names in the SAS apocalypse this spring.
当然，网络安全股。CrowdStrike 和 Palo Alto。天哪。
Uh, of course, the cyber security names. Crowd Strike and PaloAlto. Holy cow.
我想我们实时地这样说过网络安全股和软件股。
I think we said that about the cyber security stocks software in real time.
在最佳市场股票列表中，我们终于有了软件股。CrowdStrike。Salesforce。
In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce.
好的，接下来是CrowdStrike，在触及新高后，现在目标价有所调整。我们来谈谈这个。CrowdStrike，这是Truist的观点。他们将CrowdStrike的目标价上调至300美元，高于此前的245美元。他们维持买入评级。因此，我们对此非常看好。
All right, and then uh CrowdStrike after hitting the new highs now getting a a little bit of a price target change. Let's talk about this. >> CrowdStrike, this is Truist over here. They're raising their price target on CrowdStrike to 300. That's up from 245. They are maintaining a buy rating. So, we're very constructive here.
CrowdStrike今天回落。你知道，我们一直在关注大盘的疲软。Truist的新目标价意味着较当前股价约有30%的上涨空间。
Uh CrowdStrike pulling back uh today. Uh you know, again, we've been watching some softness in the broader market. Uh the new target from Truist implies about 30% upside from uh where the share price has been sitting.
还有其他一些软件股我认为更值得关注，这将我们带到第二张图表。Crowd Strike。我考虑过将几个名字放入新兴软件交易的第二个位置。我认为Crowd Strike对我来说很突出，因为它只是一个非常好的图表。
There are other software names that I think are even more uh important to watch and that will get us to chart number two. Crowd Strike. There a couple names that I sort of considered putting into this uh into this second slot of the emerging software trade. I think Crowd Strike stands out to me because it's just a really good chart.
想想我们讨论过的微软图表，以及是什么使它成为建设性的技术形态。更高的高点和更高的低点位于向上倾斜的移动平均线之上。动量强劲，相对强度强劲，我所说的一切我认为大体上描述微软也大体上描述CrowdStrike Holdings，对吧？
网络安全股表现不错，但它们开始——我开始看到它们动量的看跌背离。我们在Crowd Strike上看到了这一点。
The cyber names have done well, but they're starting to I'm starting to see bearish divergences in their momentum. We saw that with Crowd Strike.
Crowd Strike没有，但你知道，那只是两天前。我们可以让它回到正确的方向，接受几次升级，嗯，你知道，也许一个新合同。谁知道呢？
Crowd strike didn't, but you know, that was only two days ago. We we can get that going back in the right to take a couple upgrades and uh you know, maybe a new contract. Who knows?
