Schwab Network 对 $CRM 的判断变化

频道资料 →本频道有 22 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citi、Citigroup、Citizens、Daiwa、Dan Ives、Evercore ISI、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Milius (analyst)、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 2 条
2026-10-12看涨
《Hincks: Brace for "Mixed" Big Banks Earnings, CPI & PPI Will Prove Crucial for Fed》Bank of America
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。

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.

2026-10-12看涨
《Crude Oil Climbs; MSFT, PLTR, PANW Downgrades & CRM Upgrade Show AI Divide》Bank of America
美国银行将CRM的评级连升两级,认为AI会加深企业对大型软件平台的依赖:大型机构不会替换CRM这类平台,而是需要这些企业级方案,而非自建,这可能让CRM在AI时代更有价值,从而扭转此前AI带来冲击的看法;但分析师可能行动偏晚,且这一提振幅度有限。

事实上,Salesforce 获得了双重上调评级。美国银行现在表示,人工智能可能会加深机构对大型软件平台的依赖。众所周知,Salesforce 此前并不像 Adobe 那样被视为赢家之一;相反,它或许更多地被认为会受到人工智能的伤害,而不是人工智能领域的创新者。

In fact, Salesforce is getting a double upgrade. Bank of America now says that artificial intelligence may deepen the reliance of institutions on major software platforms. As we know, Salesforce was not viewed as one of the winning companies in the same way as Adobe; rather, it was perhaps considered more to be harmed by artificial intelligence than to be an innovator in it.