市场整体表现 - 美股主要股指在第三季度末收高，道琼斯指数上涨约90点，标普500指数上涨0.4%，纳斯达克指数上涨0.3% [1] - 9月份标普500指数、纳斯达克综合指数和纳斯达克100指数均创下自2010年以来最佳9月表现，第三季度为2020年以来最佳 [21] - 罗素2000小型股指数近期创下历史新高，9月份表现创2007年以来最佳，第三季度表现创2009年以来最佳 [21] 板块与个股表现 - 科技(XLK)和通信服务(XLC)板块在9月份表现领先，跑赢标普500指数 [22][23] - 公用事业和非必需消费品板块表现良好，必需消费品、材料、能源、房地产和金融板块表现落后 [23] - 纳斯达克100指数中，特斯拉9月份大涨33.2%，Alphabet上涨14.2%，苹果上涨约10% [24][25] - 道琼斯指数成分股中，IBM 9月份上涨近30%，卡特彼勒上涨14%，联合健康上涨超10% [25] - 半导体板块表现强劲，西部数据9月份上涨近50%，美光科技上涨40%，英特尔上涨近40%，应用材料和ASML上涨超30% [28] 宏观经济与政策影响 - 市场似乎未受潜在的美国政府关门影响，表现相对乐观 [2][6][7] - 市场动态显示投资者更关注个股特质风险，而非宏观因素，隐含相关性降至约10% [8][9] - 若政府关门持续30-35天，可能对GDP产生经济影响，但市场当前更关注增长和生产率 [9][10] 企业盈利与资本支出 - 企业盈利增长预期为7%至10%，通胀处于目标区间上端有利于名义增长和盈利 [13] - 人工智能和生产力主题推动企业资本支出大幅增加，但投资者未来可能关注资本回报 [12][15][16] - 估值处于高位可能意味着未来3-5年回报率将处于预期下半部或下四分位 [17] 耐克公司业绩分析 - 耐克第一财季营收达117.2亿美元，超过预期的110.2亿美元，同比增长约1% [31][32][33] - 批发营收增长7%至68亿美元，直接面向消费者的耐克直营营收下降4%至45亿美元 [33][34] - 毛利率下降320个基点至42.2%，受平均售价降低、促销减少和北美关税影响 [35][36] - 公司正执行"立即取胜"战略，优先发展北美批发业务和跑步产品计划 [35] - 晨星公司分析师认为耐克股票被低估，公允价值估计为104美元 [48] 行业竞争与展望 - 运动服装市场竞争加剧，耐克面临来自On、Hoka、New Balance、Brooks和阿迪达斯等品牌的竞争 [46][47] - 耐克计划通过2026年2月奥运会和夏季世界杯等重大活动进行推广 [41][42] - 公司正在探索重新谈判亚洲制造商和供应链合同，并可能对100美元以上的高端产品提价5-10美元 [44][45]

With a strong profitability outlook, Salesforce, Inc. (NYSE:CRM) secures a spot on our list of the 14 Stocks That Will Double in the Next 5 Years. Salesforce, Inc. (CRM) Announces Updates to its AI and Data Cloud Platforms Pixabay/Public Domain On September 25, 2025, Salesforce, Inc. (NYSE:CRM) announced updates to its AI and Data Cloud platforms, including Salesforce Starter for SMBs, Agentforce for AI-powered agents, and Slack integrations to improve workplace communication. These innovations aim to e ...

Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer shared his take on. A caller inquired why the stock is not performing better despite a strong quarterly report, and Cramer responded: “Okay, Salesforce has got an issue. We’re going to find out when we go out to Dreamforce. The problem with Salesforce is there are a lot of people, not me because we own it for the Charitable Trust, but there are a lot of people who feel that they’re so successful that they’re actually making it so that their clien ...

SANTA CLARA, Calif., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Eightfold AI announced an expansion of its relationship with Salesforce. Through this agreement, organizations will have access to talent intelligence solutions on Agentforce, an AI skills-powered Salesforce enhanced community, and improved agent-to-agent communication – with Eightfold being one of the early partners to offer a Model Context Protocol (MCP) Server that will be on AgentExchange. Why This Matters, NowThe World Economic Forum 2025 Future o ...

MANHATTAN, NEW YORK, UNITED STATES - 2025/09/23: Sign at the entrance to the Salesforce offices in Midtown Manhattan. (Photo by Erik McGregor/LightRocket via Getty Images)LightRocket via Getty ImagesSalesforce stock (NYSE: CRM) ought to be on your radar. Here’s why – it is presently trading within the support range ($233 – $257), prices at which it has rebounded significantly in the past. Over the past decade, the stock attracted buying interest at this level on 5 occasions and subsequently produced an aver ...

Diamond Hill Capital Select Strategy 2025年第二季度表现 - 美国股市从4月初因总统“解放日”关税公告引发的急剧下跌中反弹 以罗素3000指数衡量 美国股市上涨约11% [1] - 本季度大盘股涨幅最高 略高于11% 而小盘股和中盘股各上涨约85% [1] - 该策略投资组合在本季度取得正回报但落后于罗素3000指数 策略净回报率为731% 而指数回报为1099% [1] Salesforce Inc (CRM) 股价与市场表现 - Salesforce Inc 一个月回报率为-435% 其股价在过去52周内下跌了1045% [2] - 截至2025年9月29日 Salesforce Inc 股价收于每股24510美元 市值为2333350亿美元 [2] - 在2025年第二季度 对冲基金持有Salesforce Inc的数量从上一季度的140家减少至121家 该股在最受对冲基金欢迎股票榜单中排名第16位 [4] Salesforce Inc (CRM) 业务与财务表现 - Salesforce Inc 提供客户关系管理技术 连接公司与客户 [2] - 在2026年第二季度 Salesforce Inc 报告营收为1025亿美元 反映出同比增长10% 按固定汇率计算增长9% [4] - Diamond Hill Capital Select Strategy在2025年第二季度以具吸引力的估值新建了Salesforce Inc的头寸 [3]

If Palantir's growth starts to show signs of slowing down, that could lead to a considerable correction for this highly priced stock.Palantir Technologies (PLTR 0.67%) has been an unstoppable stock to own in recent years. It is a trusted partner for the U.S. government and it has also been growing its commercial business at a fast pace, thanks in large part to the success of its Artificial Intelligence Platform (AIP). In the past 12 months, Palantir's stock has risen an astounding 380%.But there may be trou ...

British online fashion retailer ASOS warned on Tuesday that its annual revenue would miss market expectations against the backdrop of weak consumer demand and that profit would come in at the lower en... ...

文章核心观点 - 市场对Salesforce Inc (NYSE:CRM)的投资价值存在分歧 一方面有观点认为其人工智能投资尚未产生显著回报 导致股价承压[1] 另一方面有基金认为公司基本面稳健 正处于向盈利和股东价值回归的转型期 当前股价下跌提供了买入机会[2][3] 公司业务与定位 - Salesforce是一家领先的科技公司 提供一套旨在为企业提供完整前台办公生产力套件的软件产品集合[2] 人工智能投资回报 - 有分析师对人工智能投资缺乏强劲回报表示担忧 多项近期研究表明公司尚未从其人工智能投资中获得显著成果[1] - Salesforce曾是Agentic AI的典范 其股价在去年底创下历史新高 但到8月份时股价跌至52周低点 因为相关技术的部署速度未达到CEO预期[1] 公司转型与财务表现 - 管理层在几年前宣布重新聚焦运营纪律后 Salesforce的利润率已大幅提高[2] - 公司被认为有进一步改善的空间 因其利用独特地位帮助企业部署人工智能并继续重组销售组织[2] - 尽管股价自去年12月以来下跌超过30% 但公司持续报告的基本面结果符合某些基金的预期[3] 市场观点与投资策略 - 有基金认为Salesforce是一家优秀的公司 正处于向盈利和股东价值回归的转型过程中[2] - 该基金通过卖出看跌期权策略来建立头寸 以降低入场成本 他们认为期权被高估了 因其暗示Salesforce是波动性最大的大公司之一 这与该基金对其业务价值的评估完全不符[3]

Salesforce, Inc. (NYSE:CRM) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 16, Salesforce, Inc. (NYSE:CRM) announced that it will invest $6 billion in its UK business by 2030. The company has been working in the UK for 25 years. This new investment will help companies in the UK and Europe transform into what Salesforce, Inc. (NYSE:CRM) calls “Agentic Enterprises,” where people and AI agents will work together to drive customer success. Salesforce (CRM) to Invest $6 Billion in U ...