ServiceNow是首选股票,凭借其战略定位和对AI颠覆的韧性,在未来5-15年具有巨大的增长潜力。
逐段跳播
还要谈谈这对 ServiceNow 意味着什么。我知道有很多人也持有 ServiceNow 的股票。
Also talk about what it means for ServiceNow. I know there's a lot of people own ServiceNow stock as well.
接下来,让我们谈谈 Salesforce。让我们谈谈它会涨到多高。让我们谈谈这对 ServiceNow 股票意味着什么,以及诸如此类的事情,好吗?
Next up here, let's talk Salesforce. Let's talk about how high this is going to go. Let's talk about what this means for ServiceNow stock and those sorts of things, okay?
Salesforce 和 ServiceNow 是我在股票市场找到的两个最好的交易。嗯,你知道,实际上是在去年年底到今年年初,对吧?在过去六到九个月里,我积极增持了这两只股票的股份,对吧?
Salesforce and ServiceNow are two of the best deals I found in the stock market. Um you know, really at the end of last year into the beginning of this year, right? And I added shares aggressively of these two stocks over the past six to nine months, right?
而且你知道,如果你一直在看这个频道,就知道我增持得有多积极,因为我无数次谈到这些股票,尤其是在春天的时候。我想那时候我谈这些股票谈得最多。哦,天哪,对吧?我想过一段时间人们都听腻了我谈 Salesforce 和 ServiceNow,但是,嘿,事实就是这样。
And you know, if you've been watching the channel how aggressively I've been adding cuz I talked about these stocks countless times, especially back in the springtime. I think I was talking about these stocks the most. Oh my gosh, right? I think people got sick of me talking about Salesforce and ServiceNow after a while, but hey, that's just what it is.
然后 ServiceNow 现在对我们来说大约是 32,000 美元。所以你知道,这两只股票的死讯被大大夸大了。我理解 AI 具有颠覆性,对吧?有些公司和一些服务正在被完全颠覆,他们在未来 5 年、10 年、15 年将面临困难时期,对吧?
但并非所有人都是如此。有些公司正在定位自己的业务,以便在未来 5 年、10 年、15 年蓬勃发展。而我确定的两家这样的公司,它们没有死,并且在未来 5 年、10 年、15 年拥有指数级增长业务的绝佳机会,就是 ServiceNow 和 Salesforce。
And then ServiceNow is now about $32,000 for us. And so you know, the death of these two stocks has has been greatly exaggerated. I understand AI is disruptive, right? And some companies, and some services are being totally disrupted, and they're going to have a tough time over the next 5, 10, 15 years, right? But, that is not everybody. There's certain companies that are positioning their businesses to thrive over the next 5, 10, 15 years. And two of those companies I've identified as they're not dead, and they've got an incredible opportunity to grow their businesses exponentially over the next 5, 10, 15 years are ServiceNow and Salesforce.
这些公司 40 年后会怎样,你的猜测和我一样,老实说我不在乎。我认为现在以及未来几年,这些股票有很多钱可赚。所以,我看未来 5 到 10 年,我会想,“哦,天哪,我看到了 Salesforce 和 ServiceNow 如何大规模增长他们的业务,对吧?”
Where these companies are 40 years from now, your guess is as good as mine, and I honestly don't care. I think there's a lot of money to be made now in these stocks and over the next few years. And so, I'm looking out over the next 5, 10 years, I'm like, "Oh my gosh, I see how Salesforce and ServiceNow could grow their business massively, right?"
现在,另外,在我们讨论 Salesforce 股票在今年剩余时间以及未来几年将走向何方之前,这对 ServiceNow 意味着什么?听着,对于 ServiceNow,我不认为这是坏事。
Now, also, what does this mean for ServiceNow before we talk about where Salesforce stock is going for the remainder of this year, in my opinion, and where Salesforce is going over the next several years? Listen, for ServiceNow, I don't think this is a bad thing.
你可能会看到这样的东西,它可能会吓到你。你可能会想,“哦,天哪,你知道,Salesforce 会赢,ServiceNow 会输。”这些公司的竞争方式不同。
You might look at something like this and it might scare you. You might be like, "Oh my gosh, like, you know, Salesforce is just going to win and ServiceNow is going to lose." Those companies compete differently.
嗯,你知道,当我们谈论 ServiceNow 时,它更像是公司的核心。它更像是 IT 部门的重头戏。它更像是这个部门和那个部门之间的沟通。它也是组织内部的其他事情,但 Salesforce 的主业是销售。
这就是为什么他们叫 Salesforce,对吧?
Uh, you know, when we're talking about ServiceNow, it's much more of the guts of a company. It's much more of, you know, IT departments heavy. It's much more like communicating between this department and this department. It's other things inside an organization as well, but Salesforce, their bread and butter is sales. That's why they call them Salesforce, right?
所以,你只需要明白,他们确实在几个不同的领域相互竞争,但是,嗯,我认为如果有的话,ServiceNow 将继续与该领域的大玩家合作,也许是 Anthropic,也许是其他公司,并且,嗯,用他们的产品给自己提供良好的保护。
And so, you just got to understand that they do compete against each other in several different areas, but uh, I think if anything, ServiceNow is going to continue to partner with big players in the space, maybe Anthropic, maybe others, and uh, with their products and give themselves good protection as well.
而且我认为 Bill McDermott 领导那家公司非常出色。
And I think Bill McDermott leading that company is phenomenal.
这个频道对 $NOW 的历次判断
Financial Education 在这只股票上只有这一条判断。