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赛富时(CRM)
盘后
186.55
-4.06
-2.13%
19:56 EDT
190.61
-10.23
-5.09%
行情数据延迟15分钟
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大灰鼠的幸福生活
·
05-26
$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$
五月最后一周，开仓，垂直价差
$赛富时 垂直价差 260529 PUT 170.0/PUT 167.5$ 五月最后一周，开仓，垂直价差
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小虎老师
·
06-01 11:21
5月25-29日周报：标普500九连涨，油价暴跌，通胀顽固不退
上周回顾 1. 市场周度综述：标普九连涨，PCE通胀升温，油价崩盘 持续攀升 — 标普500连续第九周上涨；纳指+2.4%，标普+1.4%，道指+0.9%。 价格压力 — 4月PCE通胀年率3.8%（2023年5月以来最高）；核心PCE 3.3%。 原油回撤 — 受美伊谈判影响，原油连续第二周下跌，周跌幅近10%至约88美元；5月累计下跌约16%。 五月动能 — 纳指+8.4%，标普500+5.1%，道指+2.8%，但不及4月两位数涨幅。 GDP下调 — Q1 GDP修正至1.6%（前值2.0%），因消费支出和投资走弱。 预期抬升 — 据FactSet，分析师在4月/5月将Q2标普500盈利预期上调2.5%；财报季将于7月中旬开启。 东亚 rally — 韩国股市受AI乐观情绪推动飙升近11%；日本股市创纪录新高，周涨近2%。 就业前瞻 — 周五非农就业报告将考验劳动力市场韧性；4月新增17.5万就业，打破连续10个月的交替波动模式。 2. 美股 — 标普500涨1.43%，AI软件与存储芯片 rally 抵消零售与能源拖累
$标普500(.SPX)$
上涨1.43%，收于7,580.06点，AI软件、存储芯片及云基础设施 surge 抵消零售与能源巨头 sharp decline。 领涨行业：WallStreetBets（+14.05%）、AI应用软件（+13.91%）、IT咨询与服务（+11.30%）、系统软件（+9.04%）、SaaS概念（+8.81%）。 9只热门个股：
$美光科技(MU)$
+27.41% — 季度业绩 blowout，AI服务器HB
5月25-29日周报：标普500九连涨，油价暴跌，通胀顽固不退
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財報話你知
·
05-25
⏰本周小米，拼多多，理想，小鹏等中概业绩扎堆嚟袭，你最期待边家？
小虎们，本周老虎财报季继续，本周将有诸多明星中概股的业绩来袭！[Cool] 包括
$小米集团-W(01810)$
，
$拼多多(PDD)$
，蔚小理中的
$理想汽车(LI)$
，
$小鹏集团(XPEV)$
等！[666] 那么本周你最期待哪家的业绩公布？你认为哪家会有亮眼的表现呢？[YoYo] 本周一，美股盘后，
$欢聚(JOYY)$
将公布财报！ 本周二，美股盘前，
$小米集团-W(01810)$
，
$名创优品(MNSO)$
，
$小马智行(PONY)$
，
$世纪互联(VNET)$
将重磅公布财报！[Call] 本周二，美股盘后，
$Zscaler Inc.(ZS)$
，
$先科电子(SMTC)$
，
⏰本周小米，拼多多，理想，小鹏等中概业绩扎堆嚟袭，你最期待边家？
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AliceSam
·
05-23
2026学习笔记之90 - AI正在重整职场
这两年不需要特别搜索，只要是看主流新闻，就能发现，很多大厂都在陆陆续续的裁员，过去几年，硅谷的科技公司裁员，大家已经见怪不怪了。有些光明正大的裁，有些偷偷摸摸的减，各种各样的理由，但是很少有大厂公开承认是AI取代了员工。直到这次
$Meta Platforms, Inc.(META)$
一口气要裁员8000个，他们公开承认AI在取代员工，Meta的工程师被要求必须用AI工具，甚至连扎克伯格本人，都在搞一个“AI版的自己”来处理一些内部沟通工作。而就在这之前不久，他们公司刚刚把7000多个岗位调整到了AI相关的部门，内部也在大规模重组。 有眼睛的都已经看清楚了，AI正在光明正大的，明目张胆的重整职场，据说Meta这次裁员省了30亿美元，然后给AI烧钱超千亿。这么看来，AI不会杀死软件行业，但正在杀死一半的软件岗位，同时放大另一半的价值，这是典型的结构性重估，而不是行业消失。 Oracle、Cisco、Intuit等大厂，也都是在一边裁员，一边加码AI，这些公司不是没钱，而是主动在把人力转向GPU/模型，重配资本。甚至出现一个关键变化，很多公司利润健康，但依然裁员，典型如Oracle，这意味着这不是周期性裁员，是生产函数改变。 据说在Meta，一个人带着AI，就能完成过去一个团队的工作，Microsoft AI CEO也说过，18个月内大部分办公室工作可自动化。这是一场永久性的结构转变，CEO们已经从AI是工具，变成了AI是裁员理由。 另一半现实就是软件行业并没有死，就业总量没有崩，但结构断裂，软件开发岗位长期仍预计增长17%，AI更多是替代任务，而不是岗位，AI 把一个岗位拆成两半，低价值部分消失，高价值部分放大，开发效率出现断层式跃迁，41%代码已由AI参与生成，开发者效率提升 30%–7
2026学习笔记之90 - AI正在重整职场
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财报研究社pro
·
05-28
赛富时财报前夜：AI没杀死CRM，但先杀了一轮估值
赛富时这次财报，不是一次普通的软件股业绩检查。
$赛富时(CRM)$
它更像是AI时代企业软件的一场压力测试。 过去半年，美股软件股被AI吓得不轻。市场一度相信：AI Agent来了，企业不需要那么多SaaS席位了；员工少了，账号少了，软件公司靠人头收费的黄金时代也就差不多到头了。 这套逻辑听起来很顺。 但资本市场最麻烦的地方就在这里：听起来很顺的故事，经常会先把股价砸穿，然后再等基本面慢慢验证。 赛富时就是典型案例。 今年以来，赛富时股价跌了大约三成。同期，软件ETF已经从低位反弹不少，纳斯达克100更是被芯片股一路推高。换句话说，市场不是不买科技股，也不是不买软件股，而是暂时不想买赛富时。 原因也很直接：大家怕CRM被AI重写。 以前赛富时的资本故事很清楚：企业客户粘性强，CRM系统嵌入销售、客服、营销和数据流程，续费率高，现金流好，是典型的企业软件龙头。 现在AI来了，问题变成：如果AI Agent能自动跟进客户、整理线索、生成报价、处理工单，那企业还需要买这么多CRM席位吗？ 这就是赛富时被杀估值的核心。 财报研究社Pro看来，赛富时眼下被市场交易的，不是当期业绩，而是未来商业模式的折价。 美国银行给赛富时“跑输大盘”评级，说白了就是一句话：这家公司可能正在从高成长平台，变成成熟现金流公司。 这句话很重。 高成长平台，市场愿意给高估值。成熟现金流公司，市场只看利润、回购和自由现金流。两者之间，差的不是一点估值倍数，而是一整套定价逻辑。 现在赛富时市盈率只有十几倍，远低于过去十年平均水平。对于一家仍有两位数收入增长预期的软件龙头来说，这个价格确实不贵。但便宜不是买入理由，便宜背后必须有逻辑修复。 赛富时这次财报，市场真正想看的，就是这个修复有没有开始。 第一个问题：AI到底是在摧毁CRM，还
赛富时财报前夜：AI没杀死CRM，但先杀了一轮估值
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TimothyX
·
05-18
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿美元）、Workday $Workday(WDAY)$ （96.5万股）、ServiceNow $ServiceNow(NOW)$ （133.8万股）、GoDaddy $Godaddy Inc.(GDDY)$ 等企业软体股，Adobe $Adobe(ADBE)$ 也被减持。与此同时大举涌入半导体：新建仓台积电 $台积电(TSM)$ 107.7万股（市值3.64亿美英伟达Q1最大新仓），增持英伟达82.8万股、亚马逊 $亚马逊(AMZN)$ 244万股、博通 $博通(AVGO)$ 66.9万股、美光 $美光科技(MU)$ 58.6万股。桥水的逻辑极其清晰：生成式AI正在降低企业软体的开发门槛，AI Agent可能大幅削减企业对传统SaaS席位需求，因此彻底放弃软体赛道，转向AI底层硬体和算力基础设施。
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿...
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美股投资网
·
05-20
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
美股周二的走势，再次印证了我们上周六《警惕！美股回调的风险逐渐增大！》的预警。 周二三大指数全线收跌，纳指领跌约0.8%，标普500也迎来连续第三个交易日的下行。眼下10年期美债收益率直逼4.69%的关键高位，全市场都在屏息等待周三盘后英伟达的财报。在这种“暴风雨前的宁静”下，避险情绪升温，大量短线资金选择落袋为安。 为数不多能逆势上涨的SaaS软件股牛股
$ServiceNow(NOW)$
，被我们美股投资网的AI量化选出来，发布在VIP社群 ，今天依然表现强势，稳步上涨了近 7%。 但获利的空间太大，我们预料NOW会出现回调，于是，提示提到104.7 美元止盈，锁定了这笔25%的利润。
$赛富时(CRM)$
$Credo Technology Group Holding Ltd(CRDO)$
随后，NOW 跌破101美元，再次显示我们高抛低吸的神级操作 这些我们在华尔街工作时获得的专业操盘技巧，录制成视频，发布在官网 免费看，够仗义吧！ https://Stockwe.com/col/videos 英伟达财报重磅前瞻 明天周三盘后，英伟达财报将再次炸场。 市场盯着的是GPU出货量，但我们美股投资网盯的是另外五件事——因为从高盛、大摩、瑞银的最新交叉验证中，我们发现了四家投行都没明说、但正在重塑英伟达竞争壁垒与业绩弹性的真正变量。 文章的最后，我还会把我的财报思路完整亮出来。 作为美股投资网的深度干货，本期文章含金量极高，一定要看到最后，收获超乎想象！ 华尔街核心财务预期 对即将公布的2027财年第一季度业绩，英伟达
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
精彩
曹阿大:
这波财报前 IV 61% 真有点贵 我也拿着英伟达 你会等盘后再动吗
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最后的筹码
·
05-13
$赛富时(CRM)$
真.夕阳行业
[喷血]
[喷血]
$赛富时(CRM)$ 真.夕阳行业[喷血] [喷血]
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大灰鼠的幸福生活
·
05-12
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$
五月第三周，垂直价差，开仓
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$ 五月第三周，垂直价差，开仓
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编组 21备份 2
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Stark_3087
·
05-05
$赛富时(CRM)$
好多天高开低走，这是什么意思，吸筹？
$赛富时(CRM)$ 好多天高开低走，这是什么意思，吸筹？
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公司概况
公司名称
赛富时
所属市场
NYSE
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.salesforce.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
赛富时公司于1999年2月在特拉华州注册成立。公司是全球领先的客户关系管理（CRM）技术，将公司和客户联系在一起。公司成立于1999年，通过现有和新兴技术（包括云、移动、社交、区块链、语音和人工智能（“AI”）等），公司使各种规模和行业的公司能够以新的方式与客户联系，从而实现业务转型。
06-03 04:15
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-01 12:00
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
06-01 12:00
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-28
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-30
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-01
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
03-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-13
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-12
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
03-12
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-03
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-25
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-14
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
分时
5日
日
周
月
数据加载中...
最高
197.68
今开
197.27
量比
0.58
最低
189.73
昨收
200.84
换手率
1.78%
热议股票
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赛富时就是典型案例。 今年以来，赛富时股价跌了大约三成。同期，软件ETF已经从低位反弹不少，纳斯达克100更是被芯片股一路推高。换句话说，市场不是不买科技股，也不是不买软件股，而是暂时不想买赛富时。 原因也很直接：大家怕CRM被AI重写。 以前赛富时的资本故事很清楚：企业客户粘性强，CRM系统嵌入销售、客服、营销和数据流程，续费率高，现金流好，是典型的企业软件龙头。 现在AI来了，问题变成：如果AI Agent能自动跟进客户、整理线索、生成报价、处理工单，那企业还需要买这么多CRM席位吗？ 这就是赛富时被杀估值的核心。 财报研究社Pro看来，赛富时眼下被市场交易的，不是当期业绩，而是未来商业模式的折价。 美国银行给赛富时“跑输大盘”评级，说白了就是一句话：这家公司可能正在从高成长平台，变成成熟现金流公司。 这句话很重。 高成长平台，市场愿意给高估值。成熟现金流公司，市场只看利润、回购和自由现金流。两者之间，差的不是一点估值倍数，而是一整套定价逻辑。 现在赛富时市盈率只有十几倍，远低于过去十年平均水平。对于一家仍有两位数收入增长预期的软件龙头来说，这个价格确实不贵。但便宜不是买入理由，便宜背后必须有逻辑修复。 赛富时这次财报，市场真正想看的，就是这个修复有没有开始。 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