在财报营收双双不及预期后，Intuit 在与 AI 驱动替代方案的竞争中面临不确定性。
逐段跳播
这条视频里关于 $INTU 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
前几天我还在开玩笑，说这些软件公司因为 AI 的存在是否还有必要。今天发布的财报显示，其盈利和营收均低于预期。
I was joking the other day about some of these software companies that do we need them anymore because of AI. Into it comes out here today. Uh earnings and revenue uh both for their case below expectations.
并不是针对 Turboax 或 Money（叫什么来着？Budget Money 还是他们之前收购的什么公司），好吧，行吧。但我们还需要它吗？如果我能花 10 美元购买 AI 代币，并在解决安全问题后生成同样的东西，老实说，我不知道他们该如何应对这种局面。
Well, Nothing against Turboax or uh money, what is it called? Budget money or whatever they just bought, you know, before. Okay, fine. But do we need it anymore? If I'm able to spend $10 in AI tokens and generate the same thing as soon as we get past the security issues, man, I just don't know if that's some I I don't know how they fight through that, to be honest.
并不是针对 Turboax 或 Money（叫什么来着？Budget Money 还是他们之前收购的什么公司），好吧，行吧。但我们还需要它吗？如果我能花 10 美元购买 AI 代币，并在解决安全问题后生成同样的东西，老实说，我不知道他们该如何应对这种局面。
Nothing against Turboax or uh money, what is it called? Budget money or whatever they just bought, you know, before. Okay, fine. But do we need it anymore? If I'm able to spend $10 in AI tokens and generate the same thing as soon as we get past the security issues, man, I just don't know if that's some I I don't know how they fight through that, to be honest.
这个频道对 $INTU 的历次判断
Jazz Wealth Managers 在这只股票上共 2 条判断，这里只列相邻的几条。