对CRM因AI过时引发的担忧被证明是多余的,其估值此前偏低,但未来表现取决于AI采用的成功与否。
逐段跳播
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CRM,Salesforce 这里出现了大幅飙升,就像 CrowdStrike 和 Nvidia 一样。如果我们看这一点,你会发现该股此前曾遭到重挫。诚然,它在财报前已显著反弹,但基于所谓的“SaaS 末日”或他们怎么称呼那个东西——即担心 AI 会让这些软件公司过时——其股价仍远低于历史高点。
CRM, big pop on CRM here, just like CrowdStrike and Nvidia. If we look at this, you can see the stock had been pounded down. Granted, it's rallied back significantly going into the earnings, but still way off of its all-time highs based on the SAS the SAS apocalypse or whatever they call that thing where the the fear was essentially that AI was going to make these software companies obsolete.
这种担忧是没有根据的吗?我认为图表显示估值已经过于便宜。但再次强调,问题是适者生存。换句话说,哪些公司采用 AI 并利用它来发挥优势,哪些公司不采用从而被淘汰。CRM 在这里展示了不错的数据,伙计们。毫无疑问。
is that unfounded? I think the the charts got way too cheap. Uh, but again, the question is which sink or swim? In other words, which ones adopt AI and use it to their advantage versus don't adopt it and then they fall by the wayside. And CRM showing some good numbers here, guys. No doubt about it.
嗯,再说说这里的水平,你有一条下降趋势线,但注意我们已经突破了它上方。所以,看,你突破了,然后回撤,现在看,这是一次完美的回撤后拉升。这正是图表应有的走势。再次说明,如果我在这里画出来,你有一条下降趋势线。
它作为阻力起作用。价格突破,然后回来,一旦它重新测试那个曾经作为阻力、现在作为支撑的位置,然后它就猛烈向上突破。而这正是我们在 CRM 上看到的本质情况。
Um, again, in terms of a level here, you have a descending trend line, but notice we had already broken out above that. So, look, you broke out, you retraced, and now look, it was a perfect retrace pop. That's exactly how a chart is supposed to go. Again, if I just draw it in here, you have a descending trend line. It works as resistance. price breaks out, then comes back, and once it retests that, which was at one point resistance, now support, then it goes ripping to the upside. And that's essentially exactly what we're seeing on CRM.
现在,就交易水平而言,这里有一个缺口回补。我们在盘前已经触及了该水平,所以我对此不感兴趣。我现在开始关注 CRM 上的次要水平,就在 239 到 240 附近。你可以看到我发现了什么。
我正在使用从这个枢轴高点到那个枢轴高点,大约在 239-240 之间。但也要看这个。如果我从那个高点枢轴到近期低点取一个斐波那契回撤,并将其拖动过来,看这个。基本上合并在一起,你有你的 0.618 斐波那契回撤与那条趋势线。
这给了我额外的信心,认为 240 水平至少对于日内交易来说应该是一个非常坚实的机会。我不认为我会在那个水平做波段交易。嗯,但至少可以做日内交易。
Now, in terms of a trade level, there's a gap fill here. We've already touched that level pre-market, so I'm not interested. I will now start looking at a secondary level right here on CRM, right around 239 to 240. And you can see what I'm finding here. I'm using this pivot high to this pivot high right around 239 240. But also look at this. If I take a Fibonacci retrace from that high pivot to the recent lows and we drag it across, look at this. Basically merging together, you have your 618 Fibonacci retrace with that trend line. And so that gives me additional confidence that the 240 level should be a very solid opportunity for at least a day trade. I don't think I would swing trade that level. Uh but a day trade in the very least.
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