$赛富时(CRM)$_老虎社区_美港股上老虎 - 老虎社区

$赛富时(CRM)$ 业绩是真不错，AI agent最先受益标的

第三季度，营收同比增长8%，94.4亿美元，高于LSEG预期的93.4亿美元。

净利润为15亿美元，比去年同期的12亿美元增长25%。

2025财年的营收指引上调至378亿至380亿美元，之前是377亿至380亿美元略有提升，高于分析师预期。

几个机构给的评价：

摩根士丹利：Agentforce季度已签署超过200笔交易，并且还有“数千”交易在洽谈中。

高盛：目标价400刀，市值有望破万亿，营收500亿的体量走

美银：目标价上调至440美元，Agentforce没影响利润率，说明有贡献利润了。

这Agentforce战绩确实比微软的Dynamics 365 copilot数据好看

量子炒作过热？现在能进场做空了吗？

每日异动追踪，更快一步上车上涨市场“潜力股”！谷歌上周宣布推出具有重大意义的量子芯片WILLOW后，市场对量子计算概念股热情高涨，周三相关概念股Quantum Corporation涨超150%，Quantum Computing涨约53%。【你有上车哪家概念股？市场爆炒至今，可以进场做空吗？】

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