$CRM · Financial Education · 2026-10-28
说话者更倾向于投资 Salesforce 而非 ServiceNow，因为 Salesforce 的预期更低，而 ServiceNow 估值极高、预期很高，且未交出任何令人兴奋的成果；长期来看，他更信任 Benioff 的领导力，而非 Bill McDermott，后者只空谈而不以数字支撑其说法。
逐段跳播
CRM，也就是 Salesforce，在盘后也大幅下跌，受到 ServiceNow 业绩的影响。所以，我们肯定需要谈谈 CRM 以及它的情况。到目前为止，我们在这些上已经赚了大约48,000美元。
CRM, Salesforce, is also significantly lower after hours, influenced by ServiceNow results. So , we definitely need to talk about CRM and what's going on there. We have made a profit of approximately $48,000 so far in those.
简单说，这里的底线是，我只想投资 Salesforce，就这样。因为至少对“Sales Force”，我们的预期很低。ServiceNow 的问题在于，它的估值非常高，预期也非常高，然后他们却没有交出任何令人兴奋的东西。
所以，如果你想投资一家公司，我更喜欢 Salesforce。另外，我相信 Benioff 长期领导其商业模式的能力胜过 Billy Boy。我是说，Bill 是个好 CEO。这些年来他在 ServiceNow 做得不错，不是吗？
但他话很多，却没有用行动来支撑。在我看来，他根本没有用数字来支撑他的说法。
Simply put, the bottom line here is, I just want to invest in Salesforce and that's it. Because at least with "Sales Force", we have low expectations. The problem with ServiceNow is that it trades at a very high valuation with very high expectations, and then they don't deliver anything exciting.
So, if you want to invest in a company, I prefer Salesforce. Also, I believe in Benioff leading his business model in the long term more than Billy Boy. I mean, Bill is a good CEO.
He's done a good job with ServiceNow over the years, hasn't he? But he talks a lot and doesn't back it up with actions. In my opinion, he simply doesn't back up his claims with numbers.
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