美国银行将CRM评级从“表现不佳”双级上调至“买入”,并将目标价从160美元上调至285美元,称市场对AI的担忧被夸大;说话者认为这是缓解AI担忧的良好一步,并预计CRM将因这一消息迎来不错的一天。
逐段跳播
Salesforce,美国银行在这里正试图追赶上来,针对Salesforce。他们已从“表现不佳”评级上调至“买入”评级,基本上是在说,市场对AI会取代Salesforce业务的担忧被夸大了。
他们此前的目标价是160美元。他们已把目标价上调,Nicole,至285美元。所以,其中一部分是试图追赶,但这次双重上调是很好的一步,基本上缓解了部分关于AI会抢走他们客户的担忧。
Salesforce, Bank of America is trying to catch up here with regard to Salesforce. They have moved from a " poor performance" rating to a "buy" rating, essentially saying that much of the concern about AI taking over Salesforce's business is exaggerated.
They had a target price of $160. They've raised their target price, Nicole, to $285. So, some of that is an attempt to catch up, but the dual upgrade is a good step and essentially alleviates some of the concerns about AI stealing their customers.
Salesforce预计会因这封信而迎来不错的一天,因为信中的内容、所传达的信息,以及这次大幅上调——也就是评级层面的双重上调以及目标价的大幅提高,Nicole。
Oh, you know, Salesforce is expected to have a good day based on this letter, because of what it contained and the message it conveyed , and the big upgrade, i.e., a double upgrade in rating level and a big increase in the target price, Nicole.
这个频道对 $CRM 的历次判断
Schwab Network 在这只股票上共 2 条判断,这里只列相邻的几条。