$CRM
这只股票

The Compound 对 $CRM 的判断变化

频道资料 →共 2 条
2026-09-25看涨
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
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.

看原视频01:53
2026-09-01看跌
《Is Tim Cook the Greatest CEO of All Time? | WAYT?》
由于持续的成本压力威胁，Salesforce不太可能创出新高。

如果Workday下跌70%，Salesforce下跌50%，不管怎样，那绝对是一场大屠杀。

If workday fell 70% and Salesforce fell 50, whatever it was, it was an absolute bloodbath.

在赢家类别中，Salesforce和其他一些名字，我可能应该提前准备好，因为我不认识所有这些名字。

And in the winner category, Salesforce and a bunch of other names that I probably should have had handy before because I don't know all these names.

在最佳股票名单中，我们终于有了软件股。CrowdStrike，Salesforce。暂停。暂停。Salesforce。风暴的中心。Salesforce。最佳股票。

In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce. Pause. Pause. Salesforce. The literal eye of the storm. Salesforce. Best stocks in the market.

看原视频49:41
美股听风