CRM

📊 稳准狠龙头家人群 · 今日行情总结 2026年5月29日（周五） ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🇺🇸 美股今日行情 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 指数表现： 📈 S&P 500 (SPY)：$756.48 ▲ 0.25% 📈 纳斯达克 (QQQ)：$738.31 ▲ 0.37% 📈 道琼斯 (DIA)：$510.78 ▲ 0.74% 龙头个股（收盘）： 🔴 AAPL：$312.06 ▼ 0.14% 🔴 NVDA：$211.14 ▼ 1.45% 🔴 TSLA：$435.79 ▼ 1.43% 🔴 AMZN：$270.64 ▼ 1.23% 🔴 META：$632.51 ▼ 0.44% 🔴 GOOGL：$380.34 ▼ 2.51% 🟢 MSFT：$450.24 ▲ 5.45% 今日最大亮点 🌟 微软（MSFT）强势大涨 5.45%，今日群内最大赢家。群友盘前就埋伏了2倍 MSFT，开盘即起飞。Dell 今日大涨约 28~30%（DELL 收盘 ~$420）。CRM（Salesforce）出现企稳迹象，今日反弹 8~9%。OKTA 涨幅超过 DELL，IGV 重回 100 以上。 ₿ 比特币（BTC）：$73,366 ▼ 0.22%（24h） ━━━━━━━━━━━━━━━━━━━━━━━━━━ 💬 群内今日发言总结 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今日共 1,257+ 条消息，全天情绪从凌晨多空分歧到日内明显偏多，MSFT 带头狂涨，群主赚麻了，群友集体亢奋。 🔥 今日热门话题 1️⃣ MSFT 暴涨 5.45%：盘前就有人抢先买入 2 倍 MSFT，日内持续封神，群主 John 被众人恭喜账户大涨，要求发红包 2️⃣ NQ 今日走势：早盘高开后宽幅震荡，一度翻红走弱，空头姐妹死扛空单被挤爆，下午群主宣告"终于把 NQ 干红了" 3️⃣ CRM 财报季前后：John 持仓 CRM 正股水下，今日出现 8% 级别反弹，群友调侃群主死扛终迎曙光 4️⃣ 川普内幕交易热议：群友讨论川普在宴会上喷佩洛西内幕交易、自己也在同期疯狂建仓，双标梗疯狂传播 5️⃣ 韩国全民加杠杆炒股：Raymond Li 和皮皮鲁发文讨论韩国史诗级牛市，引发"美国版韩国化"担忧 6️⃣ 6月大戏预告：推背感发布长文分析，6/1 老黄演讲、6/3 博通财报、下旬 AVGO/FedEx 等，预警 6 月是大洗盘月 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎭 积极发言群友画像（发言 10 条以上） ━━━━━━━━━━━━━━━━━━━━━━━━━━ 👤 '芒果’ #1'（119条） 📌 群内最活跃评论员，情绪气氛担当，名副其实的抄底信仰者 💬「这狗盘真是厉害」「soxs换soxl」「nq被老姜奶爆了，干它」 🎯 全天持续参与 NQ 行情讨论，空仓被挤爆后立刻翻多 情绪：🔄 灵活多变，技术面感知敏锐 👤 John（78条） 📌 群主，CRM 忠实持有者，今日 MSFT 大赢家 💬「我盘前梭哈了全世界」「微软涨这么多请群友们自觉点给辛苦打工的群主发个红包」 🎯 盘前梭哈全仓，持 CRM 正股不割肉，MSFT 大涨 5.45%，全天最靓的仔 情绪：😎 今日大涨，笑纳膝盖 👤 Raymond Li（75条） 📌 理性操盘手，全群风险管理担当，意见领袖，频繁被人@请教 💬「舍财保命」「我加减仓都不看图的」 🎯 早盘连续建仓（3x→15x buy），减掉 AVGO、DDOG 部分，挂 MU $1038 钓鱼减仓 情绪：🧘 沉稳如山，仓位管理有序 👤 做熊不如坐牢（73条） 📌 嘴上说空心里满多，坐牢文化传播者，今日 MSFT 做多 15 万 💬「那你们怎么这么穷」「赚的多的抓起来浸猪笼！」 🎯 持仓做多到 15 万，MSFT 最终不割 情绪：💸 嘴硬空头实际扛多，今日大赚 👤 做熊不如做狗（68条） 📌 NQ 期货选手，本月 QQQ 赚了 11%，上月 16% 💬「I need 100 more days like today」 🎯 卖掉 SOXL，MSFT 452.5 CC 已卖，NQ 空仓翻多 情绪：🎉 今日收益丰厚，情绪高昂 👤 推背感十足 - 皮姐力哥美服第一粉（68条） 📌 宏观分析师人设，喜欢发长文解盘，对市场节奏独到 💬「今年6月的美股要把所有人放进滚筒洗衣机里甩」 🎯 看空 CRM 风险，分析 6 月四周大戏，谨慎对待高仓位 情绪：📊 今日偏谨慎，享受分析但不太冒进 👤 li（54条） 📌 MSFT 多头死忠，持有 MSFT 2027 年 1 月 LEAP 💬「我艹，账户起飞了」「川普炒股是主页，当总统是副业」 🎯 MSFT LEAP call 大涨起飞，MU 先跑一点 情绪：🚀 今日最满意的多头之一，飞天了 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🥊 今日群内冲突记录 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔥 冲突一：发发发 vs John — 「CRM 你还在船上啊？」⏰ 08:45 [08:45] 发发发：CRM [大哭] 就知道你还在船上 [08:45] 发发发：你赶紧滚 [08:46] John：我什么时候没在船上 [08:46] 发发发：劳资跟你拼了 ⚖️ 老朋友式互怼，John 笑着扛着，无明显胜负 🔥 冲突二：PUA 梗全天发酵 [03:11] To the moon：被群主 PUA，钱都被砍走了 [08:37] 何氏粉丝：群主天天被 pua，终于出头了 [14:42] 凡：我的人生目标就是先自由然后每天在群里 pua 群主 ⚖️ 今日 MSFT 大涨，PUA 梗全部变成赞美，群内生态健康 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 📸 盘后群友晒单实录 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 💰 真实收益秀（按涨幅排序） 🏆 涛（朋友圈截图 · 11:07） • IBM 期权：+4,300.00% 🤯 • 福特期权：+2,340.91% • 第三单：+568.70% 附言："感谢福特 感谢ibm" → 笑。神评："你没感谢川总 差评" 🥇 丸辣（Interactive Brokers） • 本周账户总回报：+109.81% • 曲线笔直向上，周中急速拉升 🥈 John（Interactive Brokers） • 本周账户总回报：+9.59% • Robinhood 今日：+0.59% 😂 整活反向晒单（喜剧收尾） • 做熊不如做狗：BofA 银行存款截图，余额 $520.21（账户名红笔涂掉） • buy the fking dip：First Tech 支票账户 $6.20 + 储蓄 $0.14，一分不剩 → 赚麻了的笑哭，没仓的自嘲，全群喜气洋洋 🌐 盘后地缘快讯（Raymond Li 转发） 美军5月29日宣布将在霍尔木兹海峡附近开展军事行动，已迫使115艘商业船只改变航向。短暂讨论对能源股次日影响，整体情绪未受明显干扰。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🧠 市场情绪综合判断 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 多头信号 🟢 ✅ MSFT 单日涨 5.45%，软件/云板块强势，IGV 重回 100 ✅ OKTA、DDOG 等 SaaS 股今日表现突出，群内持仓普遍正收益 ✅ NQ 空头被彻底挤爆，多头氛围极度乐观 ✅ Dell 大涨 30%+，AI 硬件需求侧获验证 ✅ 期权多头今日收获历史级回报（涛的 IBM +4300%） 空头信号 🔴 ⚠️ M7 中 NVDA、GOOGL、TSLA 今日均跌，结构分化 ⚠️ 推背感预警：6 月将是大洗盘月，4 周均有重要催化剂，波动率或大幅抬升 ⚠️ 月末最后一天，群友普遍处于高仓位，调整风险被多人提及 ⚠️ NQ 日线上影线连续出现，短期过热迹象明显 ⚠️ BTC 微跌 0.22%，风险情绪未完全扩散至加密 ⚠️ 霍尔木兹局势升温，或对能源板块产生盘前影响 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 💼 专业炒股建议 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 1️⃣ MSFT 获利管理：今日大涨 5.45% 后处于短期高位，持有 MSFT CC 或 LEAP 的群友可考虑部分获利了结，保留核心仓位等 6 月博通财报后再评估方向 2️⃣ 谨慎追高 NQ：月末最后一天上影线收盘，结合周五效应，周末可能出 TACO 等政策扰动，高仓位建议减至安全仓位过周末 3️⃣ Dell/OKTA/IBM 期权持有者：今日均已大幅获利，建议落袋为安或上移止盈线，避免周末 gap down 吃掉盈利 4️⃣ CRM 仓位：今日反弹 8-9%，已持仓者可借机减轻水下压力；新进者注意财报前后波动，不宜重仓 5️⃣ 6月风险前置：6/1 黄仁勋演讲、6/3 AVGO 财报为最近两个重要节点，建议在此之前保持仓位弹性，不满仓过节点 6️⃣ 霍尔木兹风险：周末消息面存在能源/地缘扰动，持有油气或防务相关股的群友注意设置止损，避免周一跳空 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 一句话总结 ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今天是多头的节日：MSFT 封神、Dell 暴涨、IBM 期权 4300%。但月末高仓、NQ 过热、6 月大戏将至——赚了的先落袋，聪明的钱已经开始给自己留退路。

今天爽。MSFT DDOG CRWD CRM

CRM [大哭]

美国股市投资分析评论和预测系列（之一千一百四十七） 2026年下半年投资策略 （之四） 软件股终于触底， 开始上升趋势！？👍 🙏 积极寻找和买入正在或可能补涨的领域和个股 鲍博士 March - May 28，2026 ==================== 软件股终于开始上涨波段 ======================= 我一直在预测和提示的软件股的上升趋势终于开始了。 SNOW 昨天出的季报非常好，昨天盘后和今天大涨36% $63！ 👍 👏 这对整个软件行业的复苏应该非常有帮助。👍 🙏 软件行业的触底复苏反弹已经非常靠谱了。 🙏 👏 今天软件股大规模上升，保持并继续买入我一直推荐的的软件股中的优秀动能股： IGV, SNOW, MDB， DDOG, NOW, TEAM, CRM， PLTR, APP , TEM, APPS， ESTC， TDOC， NET， ZS， CRWD, PANW， ORCL，META， IBM， MSFT, 都开始向上补涨攀升。🙏 👍 ～～～

$CRM Salesforce CEO: "Underscoring our confidence in the future, we commenced the largest ever $25B accelerated share repurchase, or ASR, representing half of our $50B share repurchase authorization. Combined with our buyback program, this reduced Q1 diluted share count 10% Y/Y"

Look, i get it, CRM has now run 8 points. But i have said we are going to stick with it and we would have bought more but we are frozen

It is hard to hate CRM at $174 with the model switch and the HUMILITY

$CRM Conference Call Summary: We are becoming the …

$CRM Salesforce posted a 205% ARR growth to $1.2B for AgentForce. With AI being the very thing people thought would kill software, and a company like Salesforce, seems they have adapted pretty well. Record quarter and market still hasn't woken up. Hilarious.

$CRM Salesforce posted a 205% ARR growth to $1.2B for AgentForce. With AI being the very thing people thought would kill software, and a company like Salesforce, seems they have adapted pretty well. Record quarter and market still hasn't woken up. Hilarious.

The best trade in the market outside of semis right now are $IGV $MSFT $NOW and $CRM . All severely mis-priced, undervalued, and thanks to $SNOW , will be undergoing a MAJOR narrative shift. "There's going to be losers but the winners are going to win big." Enterpise SaaS is sticky. Not easily penetrable. The winners I mentioned have their footprint well inside the niche services required in large-scale Enterprises. They are all distributing AI models better than you think. Anthropic and OpenAI cannot disrupt it. A model is a model. It is not a service. It is not going to do everything for every single process in business. It is a tool. Salesforce, Snowflake, ServiceNow, and Microsoft's Suite of Enterprise capabilities / resources are the best products and services that exist. They will continue to refine their SaaS strategy.

SNOW，MRVL，NBIS涨，CRM跌

“…quality infrastructure stocks were unfairly punished…” $SNOW killer earnings. $CRM as well. Software $IGV time. narrative shift.

$CRM killer earnings. No SaaSpocalypse here. Long.

Wow... Salesforce spent $27 billion on buybacks in Q1. $CRM

$CRM slide on their Agentic Work Units

Salesforce CEO: "This was an outstanding quarter for Salesforce — record revenue, record deals, and cash flow" $CRM : -3% AH

CRM $177.51, 盘后$174.78，到$165接盘 EPS 3.88美元，超过$3.12预期，同比增长 50%，运营现金流同比增长 3%，自由现金流同比增长 4%

Snowflake, blowout--CRM, to be continued

CRM 挺住!

CRM专业性强，用户反映不可替代

CRM本身增长也减缓，这个季度21%，下个季度11%

盘后CRM $177.96又要引领软件股走向，预计EPS $3.12, 低于预期必大跌，高于预期也可能跌

CRM财报肯定没问题，但是股价不一定涨

$CRM Hype posting their earnings. Bullish $IGV

#earnings after the close on Wednesday, May 27, 2026 https:// earningswhispers.com/calendar $MRVL $CRM $SNOW $SNPS $HPQ $P $AMSC $BRZE $NCNO $NTNX $PHR $HEI $A $UHAL $ARXS $ICLR $MOB $NOAH $GRRR

$CRM earnings today:

明天盘后CRM能不能硬一下啊

$IGV Monthly Technicals 5/26 Pay attention to the ellipses on the Monthly candles here: Every close above the fib levels has resulted in 2 months of rallying, showing momentum for the sector as a whole Never seen more volume than in the last 3 months, which has effectively bottomed the ETF Trend channel degree is rising and so I expect, with $MSFT inevitably rallying violently within the next couple weeks (initiate), that it will carry the whole sector - alongside names like $ORCL and $CRM (earnings tomorrow) Candle is stuck between the 20MA (strong resistance at $94.19) and 50MA (strong support) - clearing the 20EMA will push IGV to $103 and I expect that in the next couple weeks $94.75 is the Weekly 50MA close that will be reclaimed after being tested $94.17 is the Daily 200MA that is acting as the strongest resistance point - so basically, it has done the hard work of breaking fib resistance and now needs to test this level for the 4th time in 6 trading days

This market will exhaust you, and you will give up. SaaS companies getting killed is a product of not understanding Enterprise scaling / operations. AI requires distribution and AI will not kill all SaaS companies. Especially not those who have already proven their stickiness. After an entire year of getting killed and companies still guiding up and beating earnings, how is selling off justified? How long does it continue? Beats and raises not getting rewarded just means there's no real thought being put into the price action. It's just manipulation, as it usually is. Wall Street plays games. It's not good to fight a trend, but also not okay to sit back and think it's the correct trend. Anyway, this is all fundamentally stupid thinking. Just my opinion and you are entitled to your own. A company like $ZS should be rewarded for "proving otherwise". Despite the year long SaaS-pocalypse, no earnings seems to be enough. Hate to break it to you, Claude and GPT are only entering legacy Enterprise via distributors like $CRM , $MSFT , and $SNOW who are adding a layer above that provide niche services. Anthropic and OpenAI do not have the resources, knowledge, or consulting to provide this capacity. Narrative will shift tomorrow with Salesforce and Snowflake earnings. The stickiness exists. If you can't see it, then it is the alpha you need to get in early, and be right, rather than miss the move.

CRM这垃圾明天财报

The most anticipated earnings releases for the week of May 25, 2026, are @MarvellTech $MRVL , @salesforce $CRM , @Snowflake $SNOW , @Dell $DELL , @UiPath $PATH , @zscaler $ZS , @MongoDB $MDB , @Costco $COST , @BestBuy $BBY , and Sociedad Química y Minera de Chile S.A. $SQM . https:// earningswhispers.com/calendar #mostanticipated #earningscalendar #earningswhispers #marvell #salesforce #snowflake #uipath #zscaler #mongodb #costco #bestbuy #earningswhisper

$IGV with $CRM and $SNOW earnings tomorrow is ready for the catalyst. Officially flipped 100MA Weekly for support, looking to break 50MA on weekly. 200MA daily remains the resistance. Once that is broken through, the trend channel shows $100 is coming Friday. $MSFT will lead the charge on its breakout. I expect a major rally and narrative shift coming up. It's all in front of your eyes. It's time.

#earnings for the week of May 25, 2026 https:// earningswhispers.com/calendar $MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV

Where are the enterprise software buyers now? After Intuit declines in CRM, ADBE, NOW...

Where are the enterprise software buyers now? After Intuit declines in CRM, ADBE, NOW...

Bot CRM 05/15/26 165 call @ 3.05

美国股市投资分析评论和预测系列（之一千一百二十六） 2026年下半年投资策略 之二 积极寻找和买入正在或可能补涨的领域和个股 鲍博士 March - May 4 ，2026 ==================== 正如我在群中，CH会议中，和多篇文章中一直提到， 现在投资人正在积极地寻找还没有上涨太多，可能发生补涨的领域和标的： 1。 NION 云计算数据中心公司 ORCL, NBIS, CRWV, IREN , etc. 2。比特币和加密货币 IBIT, BITX, ETHA, ETHU, HOOD, COIN, CRCL,etc, 3。 Alt Assets Managers OWL, ARES, APO, BX， etc 4。选择性的软件股： IGV, CRWD, NET, PANW, TEAM, PLTR, APP ， DDOG， CRM, NOW, SNOW 5。选择性的金融银行股： XLF， FAS， KRE, DPST, JPM, GS, MS, C, BAC, 6。 小型股 A。IWM, TNA, B。 SMLF, JSML , AVDV, C。BE, CRDO, JBIL, nVent Electric,etc . 7。和消费人相关的领域 现在很多和消费人相关的股票在油价下跌的激励之下，可能都会有非常不错的反弹。👍 这包括： 航空，旅游： such as JETS, UAL, AAL, JBLU, TCOM， UBER， etc 游轮： RCL, CCL, NCHL, V IK。 娱乐，消费，旅馆： DIS， LYV， TNL， SBUX, CMG, H， WH， HLT， etc 9。还没有上传太多的龙头股 NVDA, MSFT, TSLA, AAPL, META, etc. ～～～

美国股市投资分析评论和预测系列（之一千一百二十六） 2026年下半年投资策略 之二 积极寻找和买入正在或可能补涨的领域和个股 鲍博士 March - May 4 ，2026 ==================== 正如我在群中，CH会议中，和多篇文章中一直提到， 现在投资人正在积极地寻找还没有上涨太多，可能发生补涨的领域和标的： 1。 NION 云计算数据中心公司 ORCL, NBIS, CRWV, IREN , etc. 2。比特币和加密货币 IBIT, BITX, ETHA, ETHU, HOOD, COIN, CRCL,etc, 3。 Alt Assets Managers OWL, ARES, APO, BX， etc 4。选择性的软件股： IGV, CRWD, NET, PANW, TEAM, PLTR, APP ， DDOG， CRM, NOW, SNOW 5。选择性的金融银行股： XLF， FAS， KRE, DPST, JPM, GS, MS, C, BAC, ——

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