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赛富时(CRM)
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189.09
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187.11
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大灰鼠的幸福生活
·
04-20 21:44
$赛富时 垂直价差 260424 PUT 175.0/PUT 170.0$
四月第四周，垂直价差组合开仓
$赛富时 垂直价差 260424 PUT 175.0/PUT 170.0$ 四月第四周，垂直价差组合开仓
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编组 21备份 2
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价值投资为王
·
04-13
软件行业太惨了，相关ETF年内下跌30%，主要是市场担忧AI会替代部分软件功能，而AI赢家
$费城半导体指数(SOX)$
涨超25%，软件股在这场AI革命中有没有被错杀？值得探讨，但很显然，如果是做投资，这个问题不值得浪费时间，因为我们只要找到能确定受益的行业或个股就够赚的了，寻找市场错杀的行业，没有极度深刻的认知，很容易犯错误！
$北美软件ETF-iShares(IGV)$
$赛富时(CRM)$
$微软(MSFT)$
$英伟达(NVDA)$
软件行业太惨了，相关ETF年内下跌30%，主要是市场担忧AI会替代部分软件功能，而AI赢家 $费城半导体指数(SOX)$ 涨超25%，软件股在这场AI革命...
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做时间朋友:
微软和赛富时是被错杀的
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khikho
·
04-11
AI Agent会让传统 SaaS订阅模式消亡吗？
2026年4月9日，Anthropic正式发布Claude Managed Agents，提供开箱即用的Agent基础设施（沙箱环境、记忆系统、权限管理、多Agent编排），让企业无需自建复杂系统即可部署"Agent舰队"，按token使用量，外加0.08/会话小时收费（仅计算活跃运行时间），彻底脱离传统SaaS的席位订阅逻辑。Anthropic的增长主要来自Claude Platform（API调用），而非传统软件式的功能订阅，也就是说，Agent模式卖的是"任务完成"本身，而非"工具使用权"。 过去市场相信AI会让SaaS公司如
$ServiceNow(NOW)$
和
$赛富时(CRM)$
如虎添翼，通过 AI Copilot 卖更高的客单价。但 Anthropic Claude Managed Agents 的出现打破了这种幻想，连逻辑都转变了，如果AI Agent智能体可以直接调用底层 API 完成任务，用户为什么还需要臃肿的 SaaS UI界面？ 特别是像
$Palantir Technologies Inc.(PLTR)$
和ServiceNow这种高估值公司，如果不能证明 AI 带来的收入增长能跑赢 AI 算力投入的成本增长，他们的估值逻辑就有可能会坍塌。这就是为什么软件板块IGV在大跌，因为市场在担心 AI 正在吃掉传统软件的护城河。 不过，有个反常的
$亚马逊(AMZN)$
居然还在大涨，因为他的核心不在于电商，而在于 AWS + Anthrop
AI Agent会让传统 SaaS订阅模式消亡吗？
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交易员说
·
03-25
交投平淡澳元跌，Salesforce股价跳水丨EBC环球焦点
周三（3月25日）亚洲早盘外汇市场显现疲态，澳元承压下行。澳大利亚2月份消费者价格指数持平，核心通胀数据则低于预期。 图片 2月份就业人数增幅超出预期，但由于劳动力人口增加，失业率小幅升至3个月高点，这使得未来的政策路径变得复杂。 俄罗斯副财政部长Vladimir Kolychev表示，已搁置下调补充储备基金的原油价格门槛的计划，暗示近期油价上涨正在推动该基金增长，无需采取行动。 高盛预测，基于4月布伦特原油均价为115美元的预期，2026年印度经济增速将达到5.9%，低于伊朗战争前的7%预测。 本月迄今，外国投资者已净抛售504.5亿美元亚洲股票，有望创下至少自2008年以来最大的月度资金流出规模，表明市场对该地区的信心正在减弱。 尽管澳大利亚与欧盟刚刚在历经八年谈判后达成了一项全面的自由贸易协定，考虑到中国、日本、韩国和印度是澳大利亚出口的主要目的地，上述情况令人担忧。 图片 今年到现在为止，澳元基本处于盘整状态，而最近一轮的反弹在50日均线处遇阻。MACD显示，汇率可能进一步向0.6956美元附近的支撑位靠拢。 热门品种简报 截至3月24收盘，在EBC平台主要产品中，
$Phillips 66(PSX)$
股价领涨，美国银行将该股目标价从154美元上调至183美元，同时维持“中性”评级。 图片
$赛富时(CRM)$
本周宣布，已启动其通过举债融资的250亿美元加速股票回购计划的首批操作。然而受人工智能颠覆性影响的担忧，软件股再次遭遇抛售。 周二随着特朗普推迟了打击伊朗电网的威胁，香港股市出现反弹，这短暂提振了市场风险偏好，德黑兰方面否认曾进行过任何谈判，投资者保持警惕。 【EBC平台风险提示及免责条款】：本材料仅供
交投平淡澳元跌，Salesforce股价跳水丨EBC环球焦点
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电白小白15
·
03-13
$赛富时(CRM)$
Ai也不能急于一时
$赛富时(CRM)$ Ai也不能急于一时
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1
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美股投资网
·
03-09
知名空头-香橼做空美股SNDK三大逻辑！
过去两周，Anthropic几乎成了美股SaaS板块波动的核心变量。 每当这家硅谷AI公司释放产品进展，软件股便先跌为敬。市场一度形成明显的防御姿态——先降低风险敞口，再判断影响程度。iShares软件业ETF（IGV）年初至今一度回撤接近26%，不少法律、金融信息服务商被视为“潜在受害者”。 从“替代风险”到“增值工具” 这次反弹的核心在于市场叙事的切换。 此前的担忧是：AI自动化工具可能直接削弱法律数据库、金融终端、CRM系统的使用价值，从而压缩传统SaaS公司的订阅收入。 但Anthropic宣布与FactSet（FDS）、LSEG（伦敦证交所集团）、
$赛富时(CRM)$
以及汤森路透（TRI）展开深度合作，Claude将作为插件直接嵌入这些平台的工作流。 这意味着商业模式并非被取代，而是被增强。市场的理解迅速从“AI削弱客户粘性”转向“AI提升客户单价和使用频率”。 空头回补与对冲退潮 从盘面结构来看，这轮上涨带有明显的仓位驱动特征。 高盛统计的“做空最集中”股票组合今天上涨近4%，创下今年第二大空头挤压幅度。这说明此前市场的风险对冲已经积累到较高水平。 图像 过去两周，由于担忧AI对SaaS行业形成结构性冲击，机构投资者大量配置看跌期权保护。期权隐含波动率处于高位，对冲成本显著上升。
$闪迪(SNDK)$
$美光科技(MU)$
$西部数据(WDC)$
当发布会并未释放实质性利空，反而明确合作框架后，风险溢价开始迅速回落。隐含波动率下降、时间价值衰减，迫使部
知名空头-香橼做空美股SNDK三大逻辑！
精彩
MurielRobin:
香橼点中要害，存储供给快释放风险大。
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SG Visual Research 图解研报
·
03-02
Salesforce财报出炉
$赛富时(CRM)$
收入增速还是 10% 出头， 估值也被 SaaS 板块整体压着。 真正值得看的，是 AgentForce。 ARR 增长接近 170%， 订单在生态里开始扩散。
Salesforce财报出炉
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JoyceTobias:
AgentForce增速太猛了，绝对值得追！
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小虎AV
·
02-27
黄仁勋力挺软件行业！IGV数日连涨，会是筑底信号吗？
当地时间2月25日，黄仁勋接受采访，对于“软件股承压”表达了自己的观点： “大家误判了AI对软件股的影响，不管是Synopsys、ServiceNow，存在即合理。AI能代表我们去使用这些工具，提升生产力，而不是去替代它们（是要替代人类）。现在的大跌只是市场判断失误。”
$北美软件ETF-iShares(IGV)$
自去年10月的峰值，已经跌近30%，近三日的连续反弹，会是筑底信号吗？你同意黄仁勋的看法吗？ 评论区分享你的看法，一起赢取虎币奖励！
$微软(MSFT)$
$甲骨文(ORCL)$
$赛富时(CRM)$
$ServiceNow(NOW)$
黄仁勋力挺软件行业！IGV数日连涨，会是筑底信号吗？
精彩
effortless:
IGV近三日反弹是反弹，不是筑底确认，更像超跌反弹+空头回补。我同意黄仁勋的核心逻辑：AI是软件的赋能者而非取代者，但短期情绪与估值修复仍需时间。
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小虎AV
·
02-26
Citrini作者出面解释“危机报告”！硬件、云计算和软件，你的投资排序是？
本周一研究机构Citrini发布了一份7000字的报告《2028年全球智能危机》，被各个领域广泛转载，直接引发了多个公司大跌。作者接受采访表示，自己也没想到会带来这么大的影响……
$IBM(IBM)$
$美国运通(AXP)$
$Meta Platforms, Inc.(META)$
$恒生科技指数(HSTECH)$
这份席卷全球市场的报告，表述观点包括：AI已经造成了一个致命的“经济死循环”，更多白领将失业；一些行业会受到影响，eg.软件/SaaS行业、OTA、保险、支付、私募股权；一些AI确定受益的公司将会更受欢迎，eg.支持AI的基础设施（电力、电网、数据中心）。这种速度差将在2028年达到临界点。 大家觉得，现在市场是被情绪绑架了吗？ 硬件、云计算和软件，你心目中的投资排位是？ 评论区分享你的观点，一起赢取虎币奖励！
$英伟达(NVDA)$
$微软(MSFT)$
$赛富时(CRM)$
Citrini作者出面解释“危机报告”！硬件、云计算和软件，你的投资排序是？
精彩
effortless:
“情绪主导”转向“结构分化、理性回归”。AI、算力、周期板块轮动极快、波动大，是情绪与资金博弈的结果。 硬件（算力/芯片/光模块/存储） 排第一。
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虎升威
·
02-26
看好$赛富时(CRM)$ ， 是典型的 CRM 龙头
看好$赛富时(CRM)$ ， 是典型的 CRM 龙头
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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
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联系电话
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联系传真
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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。
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
2025-12-04
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-12-03
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-02
关联方拟减持公告
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
2025-11-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-18
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
2025-10-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
分时
5日
日
周
月
数据加载中...
最高
193.56
今开
186.60
量比
0.85
最低
184.10
昨收
186.27
换手率
1.52%
热议股票
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