Salesforce股价将在第四季度继续上涨，原因是相对于增长而言估值较低，且预期营收将实现两位数的增长，超过当前分析师的预期。
逐段跳播
第二只股票是 Salesforce。Salesforce，对吧？现在，它从直接的价格下跌变成了直接的飙升，对吧？这些股票的抛售方式真的很有趣，人们以任何价格抛售它们，就像 2025 年初人们对 Nvidia 所做的那样。
人们对 ServiceNow 和 Salesforce 也做了同样的事情，现在这些股票绝对在飙升，对吧？
And the second stock is Salesforce. Salesforce, right ? Right now, it's a direct price drop to a direct skyrocketing rise, right? The way these stocks were selling was really interesting, people were selling them at any price , much like people were doing with Nvidia in early 2025. People were doing the same thing with ServiceNow and Salesforce, and now these stocks are absolutely rocketing , right?
然而，我认为这不会很快结束。我认为它会持续到第四季度。原因是，如果你看看这些股票的两年远期市盈率，你会发现它们相对于增长率实际上相当低。此外，我认为这里会出现一种情况，人们会在未来几个季度意识到未来几年的收入增长率非常低。
例如，分析师给出的数字在这里非常低。但看看 Salesforce，他们预期的收入增长今年只有 9.4%，明年是 9.9%。在我看来，他们会轻松实现两位数的增长。Salesforce 没有问题。
唯一的问题是，他们会朝着两位数增长走多远，对吧？
However, I don't think it will end anytime soon. I think it will continue until the fourth quarter. The reason for this is that if you look at the two-year forward P's of these stocks, you will see that they are actually quite low compared to the growth rate. Also, I think there will be a situation here where people will realize in the coming quarters that the revenue growth rate for the next few years is very low. For example, the numbers given by analysts are very low here. But look at Salesforce, their expected revenue growth is only 9.4% this year and 9.9% next year. In my opinion, they will easily achieve double-digit growth. There is no question about Salesforce. The only question is , how far will they go towards double-digit growth, right?
现在，看看这个。公开账户上的 Salesforce 股价现在上涨了 64,000 美元，ServiceNow 上涨了 45,000 美元。所以，把这些股票加起来，我们现在有超过 100,000 美元的利润，对吧？
Now, look at this. Salesforce stock price on public accounts is now up $64,000 and ServiceNow is up $45,000. So, combining these stocks, we now have a profit of over $100,000, right ?
股市的情况变化非常快，因为我在 2026 年 4 月 10 日发布投资组合时从私人小组截取了这张截图。看看这个。那时我在 Salesforce 股票上亏损了 32,000 美元，在 ServiceNow 上亏损了 18,000 美元，对吧？
想想这个变化。变化是不可思议的，现在是 64,000 美元和 45,000 美元的利润，对吧？而这发生在短短几个月内。这不像需要几年才能改变。不，它发生在短短几个月内。因此，应该牢记长期目标。
例如，我本可以被那些 SaaS 股票吓跑，但我专注于未来几年，看看那些股价的表现。
And the situation in the stock market changes very quickly, because I took this screenshot from the private group when I posted the portfolio on April 10 , 2026. And look at this. I had a $32,000 loss on Salesforce stock at that time and a $18,000 loss on ServiceNow at that particular time, right ? Think about this change. The change is incredible, now $64,000 and $45,000 profit, right? And this happened in just a few months. It's not like it would take years to change. No, it happened in just a few months. Therefore, long-term goals should be kept in mind. For example, I could have gotten scared out of those SaaS stocks, but I'm focusing on the next few years and seeing how those stock prices perform.
这个频道对 $CRM 的历次判断
Financial Education 在这只股票上共 2 条判断，这里只列相邻的几条。