Jazz Wealth Managers 对 $INTU 的判断变化

频道资料 →本频道有 2 位标注的说话人:Bloomberg、YCharts共 2 条
2026-08-27看跌
Stock Market Update | The Closing Beat | 08/26/2026
在财报营收双双不及预期后,Intuit 在与 AI 驱动替代方案的竞争中面临不确定性。

前几天我还在开玩笑,说这些软件公司因为 AI 的存在是否还有必要。今天发布的财报显示,其盈利和营收均低于预期。

I was joking the other day about some of these software companies that do we need them anymore because of AI. Into it comes out here today. Uh earnings and revenue uh both for their case below expectations.

并不是针对 Turboax 或 Money(叫什么来着?Budget Money 还是他们之前收购的什么公司),好吧,行吧。但我们还需要它吗?如果我能花 10 美元购买 AI 代币,并在解决安全问题后生成同样的东西,老实说,我不知道他们该如何应对这种局面。

Well, Nothing against Turboax or uh money, what is it called? Budget money or whatever they just bought, you know, before. Okay, fine. But do we need it anymore? If I'm able to spend $10 in AI tokens and generate the same thing as soon as we get past the security issues, man, I just don't know if that's some I I don't know how they fight through that, to be honest.

方向翻转
2026-08-25
Stock Market Update | The Closing Beat | 08/24/2026
尽管Intuit的产品很出色,但其在AI驱动的软件即服务领域的长期相关性仍不确定。

嗯,盘后还有Intuit,我对它感兴趣。你难道不好奇他们如何看待自己在AI世界中的相关性吗?显然,如果你使用它,它是一个很棒的产品。没问题,但十年后软件即服务(SaaS)会怎样呢?

Uh you got Intuit after hours, which I'd be interested in. Aren't you just a little bit curious like how they see their relevance in this AI world? Uh obviously it's a great product if you use it. It's fine, but software as a service 10 years from now.