AI行情第二阶段——企业级云服务

AI行情已经进入第二阶段——云服务软件公司了。

从Q3财季的表现来看，除了头部的 $亚马逊(AMZN)$ $谷歌(GOOG)$ $微软(MSFT)$ 之外，曾经的当红炸子鸡们（SaaS）也基本上从业绩上确认了二次加速，典型的包括

$Snowflake(SNOW)$ $Okta Inc.(OKTA)$ $赛富时(CRM)$ 等等。

这些公司都是因为加入了AI，提升了对下游公司的输出效率，进而获得更多的客户青睐。

其实Q3以来，几乎云服务的企业都涨了个边，目前未涨的票可能也是在等待财报后的指引提升。

当然，事情未必会那么顺利，退潮后总会裸泳的，但问题是现在正在涨潮啊

【热议】特朗普上台前，该抄底or逃顶？

美联储放鹰，美股大跌，道指跌超千点，道指十连阴、创1974年来最长连跌日，标普跌近3%、创2001年来降息日最大跌幅，纳指跌超3%。特朗普就职时间是2025年1月20日，美联储故意砸美股，是否是在给川普上台铺路？【当下你会选择抄底还是逃顶呢？如果想要冲击账户新高，现在你会推荐什么股票？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

2

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":377843417129000,"tweetId":"377843417129000","gmtCreate":1733282780475,"gmtModify":1733282949458,"author":{"id":212008496769156,"idStr":"212008496769156","authorId":212008496769156,"authorIdStr":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2022.07.05","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":18993,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"【热议】特朗普上台前，该抄底or逃顶？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"美联储放鹰，美股大跌，道指跌超千点，道指十连阴、创1974年来最长连跌日，标普跌近3%、创2001年来降息日最大跌幅，纳指跌超3%。特朗普就职时间是2025年1月20日，美联储故意砸美股，是否是在给川普上台铺路？【当下你会选择抄底还是逃顶呢？如果想要冲击账户新高，现在你会推荐什么股票？】","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[{"img":"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc","width":"1771","height":"715"}],"coverImages":[{"img":"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc","width":"1771","height":"715"}],"title":"AI行情第二阶段——企业级云服务","html":"<html><head></head><body><p>AI行情已经进入第二阶段——云服务软件公司了。</p><p>从Q3财季的表现来看，除了头部的 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 之外，曾经的当红炸子鸡们（SaaS）也基本上从业绩上确认了二次加速，典型的包括</p><p> <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>  <a data-mention-id=\"OKTA\" class=\"teditor-mention\" data-mention-name=\"Okta Inc.\" href=\"https://laohu8.com/S/OKTA\">$Okta Inc.(OKTA)$</a>  <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"赛富时\" href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a> 等等。</p><p>这些公司都是因为加入了AI，提升了对下游公司的输出效率，进而获得更多的客户青睐。</p><p>其实Q3以来，几乎云服务的企业都涨了个边，目前未涨的票可能也是在等待财报后的指引提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc\" tg-width=\"1771\" tg-height=\"715\"></p><p>当然，事情未必会那么顺利，退潮后总会裸泳的，但问题是现在正在涨潮啊</p></body></html>","htmlText":"<html><head></head><body><p>AI行情已经进入第二阶段——云服务软件公司了。</p><p>从Q3财季的表现来看，除了头部的 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>  <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 之外，曾经的当红炸子鸡们（SaaS）也基本上从业绩上确认了二次加速，典型的包括</p><p> <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>  <a data-mention-id=\"OKTA\" class=\"teditor-mention\" data-mention-name=\"Okta Inc.\" href=\"https://laohu8.com/S/OKTA\">$Okta Inc.(OKTA)$</a>  <a data-mention-id=\"CRM\" class=\"teditor-mention\" data-mention-name=\"赛富时\" href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a> 等等。</p><p>这些公司都是因为加入了AI，提升了对下游公司的输出效率，进而获得更多的客户青睐。</p><p>其实Q3以来，几乎云服务的企业都涨了个边，目前未涨的票可能也是在等待财报后的指引提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/507156d4fccc99aeef7395cf2285aedc\" tg-width=\"1771\" tg-height=\"715\"></p><p>当然，事情未必会那么顺利，退潮后总会裸泳的，但问题是现在正在涨潮啊</p></body></html>","text":"AI行情已经进入第二阶段——云服务软件公司了。 从Q3财季的表现来看，除了头部的 $亚马逊(AMZN)$ $谷歌(GOOG)$ $微软(MSFT)$ 之外，曾经的当红炸子鸡们（SaaS）也基本上从业绩上确认了二次加速，典型的包括 $Snowflake(SNOW)$ $Okta Inc.(OKTA)$ $赛富时(CRM)$ 等等。 这些公司都是因为加入了AI，提升了对下游公司的输出效率，进而获得更多的客户青睐。 其实Q3以来，几乎云服务的企业都涨了个边，目前未涨的票可能也是在等待财报后的指引提升。 当然，事情未必会那么顺利，退潮后总会裸泳的，但问题是现在正在涨潮啊","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/377843417129000","repostId":0,"isVote":1,"tweetType":1,"viewCount":3983,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","SNOW","CRM","OKTA","GOOG","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":448,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/377843417129000"}