$CRM

持有CRM股票,认为Slack的AI集成有益,但承认这一立场可能对CRM的未来显得悲观。

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Meet Kevin发布 2026-09-04 · 4 段内容
04:03/ 打开原视频

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4 段内容

Meta最近改用Slack,这对我来说很有趣,因为我们是Salesforce的投资者,而Slack归他们所有。

Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.

Slack是Salesforce的子公司。但Slack基本上允许你直接在Slack内与编程代理聊天,无需去chat.gbt或cloud.com等,直接在Slack窗口中与聊天机器人对话。

Slack is a subsidiary of Salesforce. But Slack essentially allows you to chat with programming agents directly within Slack, eliminating the need to go to chat.gbt or cloud.com, for example, and talk to chatbots directly in the Slack window.

这显然对Salesforce有利。我们持有这两只股票的投资,所以我想提一下这个偏见。

This is obviously beneficial for Salesforce. We have investments in both stocks, so I just wanted to mention this bias.

这听起来可能对Salesforce的未来有些悲观,但我认为这是可能的。

This may sound a bit pessimistic about the future of Salesforce, but I think it's possible.

这个频道对 $CRM 的历次判断

Meet Kevin 在这只股票上共 11 条判断,这里只列相邻的几条。

2026-09-04本条
Meta最近改用Slack,这对我来说很有趣,因为我们是Salesforce的投资者,而Slack归他们所有。
2026-09-03看涨
我们以 163 美元买入 Salesforce 股票的原因之一是
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