PATH 这一页 6 条观点条目，其中 1 条方向发生变化。
现在，Path，或者说UiPath，这家软件公司，也公布了财报，而且只是符合预期，不是吗？他们只是达到了基本预期。但是当你处于股价在财报公布前上涨的情况，由于对可能发生的事情的过度兴奋而上涨超过86%。
那还不够，不是吗？仅仅达到基本预期。不，我们希望他们超出预期，这导致价格下跌，而价格仍高于其之前的财报水平，并且仍比之前的财报高出15%，因为它实际上未能达到盈利预期，但超出了营收预期。
对Path下跌19%的看法。我们今天早上在Path上，因为我们仔细研究了财报，发现财报中有个问题。今天早上它已经下跌了大约8%，但我不想这么说。你知道，我看股票时非常直率。所以不管是我不喜欢的股票还是什么，我都不在乎。如果财报出来有问题，我会说出来。
Thoughts on Path being down 19%. Uh we on Path this morning because we went through the earnings and there was a problem in the earnings report. It was down like 8% already this morning, but I hate to say it. you know, I'm very blunt when I look at a stock. Uh so if if whether whether it's a stock I like or not, I don't care. If the earnings come out and there's a problem, I'm going to say it.
而且我认为PATH现在跌得更多，因为今天早上我们觉得这很糟糕。我们指出了一个我认为没有其他人指出的问题。现在，我并不是说这是一个无法克服的问题，但确实存在问题。而且大多数人不会看到它，因为，你知道，我们在课程直播中所做的是，我们不仅仅分析了他们给我们的文件。
例如，其中一家公司是 UI Path。我们这里有新闻稿。哦，是的，在这里。这是关于 UI Path 的新闻稿。UI Path 宣布与 Snowflake 合作，作为其代理自动化流程的一部分，以改进机器人路径或其他什么。好的，所以你有 UI Path。
One of those companies, for example, is UI Path. We had the press release here somewhere. Oh, yes, here it is. Here's the press release about UI Path, for example. UI Path announces a partnership with Snowflake. As part of their proxy automation process to improve robotic path, or whatever it is . Okay, so you have UI Path.
与其他一些公司相比，这在估值方面如何？我已经在 Snowflake 下面写下了这一点作为比较。UI Path 的利润率在 24% 到 25% 之间，所以这仍然是博通利润率的一半左右。
UiPath 去年九月与所有大型企业合作开展人工智能，所有这些公司都开始取得巨大成功，比如 Snowflake。是的。是的，这是个好观点。不，这真的很有趣。我认为 UiPath 有一个很大的乘数。是的，我承受了一些压力，但那是博通。
UiPath partnered with all the big players last September on artificial intelligence, and all those companies have started to achieve huge successes like Snowflake. Yes. Yes, that's a good point. No, it's really interesting. I think there is a large multiplier on UiPath. Yes, I've been under some pressure, but that's Broadcom.
哦，对我来说，如果我转向“UI Path”。好的，那我们走吧。这条路。让我们看看他们现在的价格。我会把它写在“Snowflake”下面，只是为了比较。
Oh, for me if I move to "UI Path". Okay then, let's go . The path. Let's see what their price is now. I'll write that under "Snowflake" just for comparison.
你正在看到 UiPath 的复苏。
You're seeing a recovery in UiPath.
我持有 UiPath，目标价 32 美元，从这里还有 75% 的上涨空间。说实话，我认为这可能更接近 40 到 45 美元。
I've got UIP path at 32 bucks 75% upside from here. Honestly, I think this is probably closer to 40 to 45 bucks.
换句话说，比如 UiPath 说：“嘿，我们正在整合到我们的 RPA（机器人流程自动化）中。我们正在整合代币，我们将开始向客户收取代币费用。”最好的情况是，如果你能提供更便宜的代币，软件的总账单看起来会更低。
in other words, like let's say a UiPath is like, "Hey, we're we're integrating into our RPA uh robotic process automation. we're integrating tokens and we're going to start charging customers for tokens. Best case scenario, the overall bill for the software looks lower if you can provide them cheaper tokens.
UiPath 是另一只从低于 10 美元的低点真正起飞，现在位于 18 美元的股票。
UiPath is another one that's just really taking off off of that uh low sub $10 level now sitting at 18 bucks.
让我们看看还有什么。Path。Path。实际上 Path 下跌了 90 个基点。
Let's go see what else we have. Path. Path. And uh path is actually 90 bips down.
你看到 UiPath 正在复苏。
You're seeing a recovery in UiPath.
当你查看公司的利润率时，无论是 Salesforce、UiPath 还是 Palantir，随着它们将代币整合到所提供的服务中，代币正日益让这些软件公司付出成本。
when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.
