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← @artofspecuycky

$CRM

BULLISH2026-08-26
Price around the call
↑ 2026-08-26
By horizon✗ miss-9.2%
1d
✓ +1.8%
5d
✓ +4.6%
21d
✗ -9.2%
Original post
Art of Speculation · 2026-08-26

两天前订阅区里刚写过 $CRM。 当时我的观点是CRM 技术面正在修复,软件板块整体复苏,期权端也出现了积极的正 Gamma 敞口。如果突破上方阻力,期权上行空间会被进一步打开。 今天催化剂正好来了,财报EPS大超预期 ,Salesforce和Anthropic 扩大合作,正式推出 “Claudeforce”。 CRM是让销售团队可以直接在 Claude 里调取 Salesforce 数据、起草邮件、更新 CRM 记录和直接执行销售相关操作。首批提供 37 个预构建 Sales Skills,目前向部分客户开放测试,下个月会扩大 Preview,后面还会继续加入更多 Salesforce 和 Slack 集成。 两天前看的是技术面 + 期权结构,今天基本面催化剂也跟上了。

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