Salesforce拥有巨大的AI驱动机遇，预计未来几年将出现重大增长加速；除非价格达到350-400美元，否则持有。
逐段跳播
Salesforce上涨11,000。
Salesforce up 11,000.
CRM Salesforce上涨44%。
CRM Salesforce up 44%.
Salesforce。Salesforce的情况是这样的。这只是我现在就能很有信心持有的股票。他们正处于业务的大投资周期。他们开始，关键词是开始，从他们投入的开支以及商业模式的改变中获得一些投资回报，而且真正把AI放在首位，对吧？
但你要明白，Salesforce未来几年的机会是巨大的。Service Now也一样。所以那些公司，你要明白，那些公司，你能在不同软件里运行的智能体，如果你经营一家大型组织，这一切都跟你的公司相关。
所以像Salesforce这样的公司，你需要在商业模式中有保护，确保这些智能体不会失控，对吧？你还需要从安全角度保护你的商业模式，确保你业务里这边的智能体无法访问那边的其他信息，但你又需要它能读取这些其他信息，为你的业务带来更好的结果。
所以当你经营一家大型组织，开始在业务里做所有这些AI相关的事情时，事情很快就会变得非常复杂，而且，说实话，世界上每一家大公司都在大力投入AI，因为它有巨大的机会大幅加速你的利润，对吧？
所以Salesforce，我认为未来几年我们会看到增长大幅加速，那会非常令人兴奋。这就是为什么这只股票已经开始动了。你还没看到Salesforce增长的大上行周期。你会在未来一两年看到。
所以这只股票现在基本上是在抢跑，看看这些涨幅，太疯狂了。几个月前我们在Salesforce上还亏着几万美元，对吧？现在我们坐拥67,000美元的盈利。市场切换得很快，女士们先生们。
所以是的，Salesforce，完全不想卖那一只。400，好吧，我就开始套现。我会开始卖出很多股。也许甚至350，我会开始卖一些。
sales force. So, here's a deal with Salesforce. This is one I could feel very confident just holding right right now. They're in a a big investment cycle for the business. They're starting Keyword is starting to get some ROI on the spend they're doing and the the changes in their business model and really going AI first and foremost, right?
But you got to understand like the opportunity in Salesforce is immense over the coming years. And same thing for Service Now. And so those companies are you got to understand like those companies the agents that you're going to be able to run in the different softwares like this all ties back into your company if you run a big large organization.
So with a company like Salesforce, you need the protection in your business model that these agents don't go rogue, right? And you need the protection your business model from a securityurities perspective that agents from over here in your business can't get access to this other information, but you need it to be able to read this other information to give you better results for your business.
And so it gets very complicated very quickly is when you run a large organization and you're starting to do all this AI related stuff in your business and every let's be honest, every single major company in the world is pushing heavy into AI because it has a great opportunity to accelerate your profits massively, right?
And so Salesforce uh I you know I think we'll see a major acceleration of growth over the next couple years and that's going to be very exciting. That's why that stock is already starting.
You haven't even seen the major upcycle in growth yet for Salesforce. You're going to see it over the next year or two. And so the stock's front running that essentially right now look at how the gains like it's crazy.
We were down tens of thousands of dollars just a few months ago in Salesforce, right? And now we're sitting on $67,000 of gains. It it's it switches quick in the market, ladies and gentlemen.
Um, so yeah, Salesforce just is not interested at all selling that one. You know, 400. Okay, I'll start cashing. I'll start cashing a lot of shares. Maybe even 350. I would start cashing some.
你会在哪里看到下一轮加速和增长？就在这些公司里，Service Now和Salesforce。我是说，Salesforce和Service Now是定位最好的两家。
Where are you going to see the next acceleration and growth? It's in these companies, Service Now and Salesforce. I mean Salesforce and Service Now are two of the most well positioned.
Salesforce，这只是今年的，对吧？几个月前你根本找不到人愿意碰这只股票。看看这个。我在5月以178买入这些股票。2月买入这些股票。185，185，185，3月，4月，185。
在春天和冬末的时候，没人想要Salesforce。看看现在。我们上涨了67,000，对吧？
Salesforce, this is one just from this year, right? You couldn't get somebody to touch this stock just a few months ago. Look at this. I got these shares in May at 178. Got these shares in February. 185 185 185 from March from April 185.
Back in the springtime in late winter, no one wanted Salesforce. And look at this. Now we're up 67,000, right?
我会说，我首先在看的股票，我认为Salesforce和Service Now还有一些上涨空间。它们现在已经做了很多重活，但还剩下一些。
the stocks I would say I'm kind of looking at first off I think Salesforce and Service Now have some still room to move. uh they've done a lot of the the heavy lifting now at this point in time, but they still got some left.
这个频道对 $CRM 的历次判断
Financial Education 在这只股票上共 3 条判断，这里只列相邻的几条。