Salesforce来自AI提供商的竞争风险已因合作（如Anthropic）而被化解，表明该股的看空叙事已走到尽头。
逐段跳播
嗯，你，我想你当时非常看好CRM。是的。当时这只股票遭受了严重打击，而现在情况显然已经改变。他们与“Anthropic”建立了合作关系，而不是被它淘汰。我认为当时没有多少人感到乐观，但你当时是。
Well, you were, I think you were very optimistic about CRM. Yes. The stock had suffered a severe blow at that time, and the picture has clearly changed now. They entered into a partnership with "Anthropic" instead of being eliminated by it.
I don't think many people were feeling optimistic at that time, but you were.
所以，这与你关于Salesforce的那个想法是类似的情况，Broadridge和Booking.com也是如此。
So it's a similar story to the idea you had about Salesforce, and the same goes for Broadridge and Booking.com.
实际上，我不同意你的看法。我认为再来一个带有"OpenAI"的广告，评级下调就会结束。是的。我们刚刚在"Sales Force"身上看到了这一点。嗯。Badario在"Dreamforce"上台，他们手拉手一起举起手，就像拳击比赛结束时那样，然后就这样了，一切都结束了。
Actually, I disagree with you . I think one more ad with "OpenAI " and the rating decline will end . Yes. We just saw that with "Sales Force". Hmm. Badario goes up on stage in "Dreamforce" and they hold hands and raise them together like boxers at the end of a fight , and that's it. it's all over .
这个频道对 $CRM 的历次判断
The Compound 在这只股票上共 2 条判断，这里只列相邻的几条。