$CRM Salesforce, Inc. · 美股听风

Parkev Tatevosian, CFA发布 2026-09-25

《Is it Safe to Buy Salesforce Stock Right Now? | CRM STock Analysis》

$CRM看涨

CRM 值得买入，营收增速加快至 13%，利润率扩张，而 14.6 倍远期市盈率的估值相对历史水平仍具吸引力。

Salesforce 管理层向投资者表示，公司有望在 2027 年下半年及以后再次加快营收增长。管理层还重申了到 2030 年实现 630 亿美元营收的目标。

Salesforce management informed investors that it is on track to accelerate revenue growth again in the second half of 2027 and beyond. Management also reaffirmed its goal of generating $63 billion in revenue by 2030.

与之相伴的是强劲的营业利润率，预计今年下半年以及整个当前财年将达到约 34%。那么，这一切是否让 Salesforce 股票成为一个买入机会？

This is accompanied by strong operating profit margins, which are expected to reach approximately 34% for the second half of the year and for the current fiscal year as a whole.

So, does all this make Salesforce stock a buying opportunity?

他说在等

2027年下半年营收增长加速

增速超过当前水平并持续加快

2027年下半年财报

若增长持续加速，则支持看涨逻辑；若增长再度停滞，则削弱该逻辑

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The Compound发布 2026-09-25

《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》

$CRM看涨

Salesforce来自AI提供商的竞争风险已因合作（如Anthropic）而被化解，表明该股的看空叙事已走到尽头。

嗯，你，我想你当时非常看好CRM。是的。当时这只股票遭受了严重打击，而现在情况显然已经改变。他们与“Anthropic”建立了合作关系，而不是被它淘汰。我认为当时没有多少人感到乐观，但你当时是。

Well, you were, I think you were very optimistic about CRM. Yes. The stock had suffered a severe blow at that time, and the picture has clearly changed now. They entered into a partnership with "Anthropic" instead of being eliminated by it.

I don't think many people were feeling optimistic at that time, but you were.

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T3 Live发布 2026-09-24

《#META to $1000? LIVE with David Prince》

$CRM看涨

CRM 在良好估值（低于17-18倍）下具备买入价值，得益于业务转型、与 Anthropic 的合作以及席位增长。

总之，所以socks，因为它通过MU和SanDisk交易得更好，这两只都突破了重要关口，还有Dell、CRM，当然还有Meta。

Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

看原视频10:57

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CRM

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