CRM 在良好估值（低于17-18倍）下具备买入价值，得益于业务转型、与 Anthropic 的合作以及席位增长。
逐段跳播
总之，所以socks，因为它通过MU和SanDisk交易得更好，这两只都突破了重要关口，还有Dell、CRM，当然还有Meta。
Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
那么CRM，对吧？你有一家真正彻底扭转局面的公司，刚刚和它的宿敌成了朋友，也就是anthropic，对吧？那将是他们的新产品。市盈率不到17、18倍。确实在获得一些动能。没有像大多数人那样流失席位，反而在增加。
软件股很难做，因为我们涨上去，然后又跌下来，但我认为这是一只仍然可以买入的股票，估值不错，你可以在接近230而不是本周早些时候触及的当前位置时买入。
So CRM, right? You have a company that's really fully turned around that just made buddies with their nemesis, meaning anthropic, right? That's that's going to be their new product.
Trading under 17, 18 times. Really gaining some traction. Not losing seats the way most people did, but gaining them. Software is tough because we go up, then we go down, but I think that's a stock that remains buyable, that trades at a good valuation that you can invest in closer to 230 than here where it tapped earlier in the week.
这个频道对 $CRM 的历次判断
T3 Live 在这只股票上共 2 条判断，这里只列相邻的几条。