《DELL: Where It’s Headed Next LIVE with David Prince》
CRM在13-14倍市盈率下被低估，因叙事转变（AI交易、席位增长）和持续重估，是长期必持标的，但短期超买，建议在回调至250美元低至中位时买入。
或者对我来说，让我本周和上周感到兴奋的是Salesforce。那才是你会得到兴奋的地方，可以这么说。是的，我想谈谈Salesforce，然后整体软件领域，因为你和我多次谈到软件在很长一段时间里是市场的弃儿，哇，软件回来了。
它很强劲。Salesforce CRM是代码，绝对是那里的领导者。
or for me, uh, what made my week this week and last week was Salesforce. That's where you're going to get excitement, so to speak. Yeah, I wanted to talk about Salesforce and then overall the the software space because you and I have talked many times about how software was, you know, the redheaded stepchild of the market for a long time and wow, software is back. It's strong. Salesforce CRM being the ticker, uh, definitely being a leader there.