登录
NVDA
217.94
+1.94
+0.90%
AAPL
347.10
+3.19
+0.93%
MSFT
531.33
-1.27
-0.24%
GOOGL
320.58
+3.78
+1.19%
GOOG
316.83
+2.64
+0.84%
AMZN
253.10
+4.01
+1.61%
TSM
436.88
+12.51
+2.95%
SPCX
148.58
+1.68
+1.14%
AVGO
342.33
+13.16
+4.00%
TSLA
407.46
+15.84
+4.04%
META
620.19
-10.37
-1.64%
LLY
1,281.52
+2.38
+0.19%
A
755,649.06
+3469.05
+0.46%
B
503.49
+1.48
+0.29%
MU
928.76
+25.06
+2.77%
SKHY
145.36
+2.74
+1.92%
WMT
119.32
-0.97
-0.81%
AMD
560.26
+28.98
+5.45%
JPM
335.78
+1.74
+0.52%
XOM
179.89
-4.65
-2.52%
V
401.94
-2.22
-0.55%
JNJ
268.78
+2.48
+0.93%
ASML
1,635.57
+46.78
+2.94%
MA
609.78
-3.72
-0.61%
ABBV
286.43
-0.31
-0.11%
INTC
93.74
+3.27
+3.61%
PLTR
198.73
-0.11
-0.06%
CVX
228.33
-3.68
-1.59%
COST
992.13
-13.03
-1.30%
CSCO
111.38
+1.14
+1.03%
ORCL
130.55
+4.49
+3.56%
KO
91.18
-1.52
-1.64%
PG
159.24
-0.68
-0.43%
UNH
410.61
-0.09
-0.02%
BAC
50.68
+0.16
+0.32%
MRK
141.84
+1.23
+0.87%
PANW
401.70
+11.24
+2.88%
CAT
713.64
+21.50
+3.11%
DELL
501.57
+34.48
+7.38%
HD
318.56
-0.82
-0.26%
PM
202.65
+0.78
+0.38%
AMAT
395.93
+8.34
+2.15%
GE
297.71
+9.28
+3.22%
SMFG
24.25
+0.43
+1.83%
LRCX
240.85
+3.35
+1.41%
SHEL
104.78
-2.13
-2.00%
NVS
156.81
+3.00
+1.95%
HSBC
86.01
-5.20
-5.70%
MS
186.98
+3.49
+1.90%
RY
203.13
+0.66
+0.32%
TM
196.56
-1.08
-0.55%
TXN
308.91
+10.79
+3.62%
SAP
235.80
-2.75
-1.15%
CRWD
268.02
+6.19
+2.36%
GS
912.08
+18.80
+2.10%
AZN
170.02
-2.04
-1.19%
RTX
194.54
-2.94
-1.49%
NFLX
62.52
-1.38
-2.16%
TMO
693.33
+8.44
+1.23%
MUFG
21.49
+0.40
+1.87%
WFC
82.68
+0.03
+0.03%
BABA
100.23
-0.02
-0.02%
AMGN
447.95
+3.32
+0.75%
ARM
226.60
+3.25
+1.46%
GEV
895.52
+40.90
+4.79%
IBM
250.24
-3.20
-1.26%
ANET
187.06
+9.82
+5.54%
LIN
508.65
+1.09
+0.21%
MKL
1,859.36
-14.64
-0.78%
MRVL
243.57
+9.79
+4.19%
SHOP
165.81
-2.37
-1.41%
BHP
82.62
+3.48
+4.40%
AXP
312.92
-2.13
-0.68%
ADI
425.35
+17.42
+4.27%
C
122.68
+1.64
+1.35%
TD
125.74
+0.41
+0.33%
TTE
92.40
-1.36
-1.45%
KLAC
153.66
+4.45
+2.98%
CRM
240.90
-6.71
-2.71%
GILD
159.08
+0.39
+0.25%
QCOM
184.17
+4.57
+2.54%
APH
78.27
+3.00
+3.98%
KOF
113.40
-2.50
-2.16%
DIS
110.24
-0.16
-0.14%
SNDK
1,304.84
+49.26
+3.92%
SAN
12.47
+0.10
+0.81%
VZ
43.92
+0.82
+1.90%
PEP
133.50
-1.96
-1.45%
ABT
103.13
-1.75
-1.67%
UNP
299.96
+2.99
+1.01%
COP
147.97
-3.40
-2.25%
MCD
249.47
-1.36
-0.54%
BLK
1,135.44
+7.78
+0.69%
NEE
82.42
+0.38
+0.46%
DE
639.23
-2.02
-0.32%
NVO
38.66
-0.47
-1.20%
PFE
29.80
+0.01
+0.03%
WELL
226.51
-14.10
-5.86%
DHR
230.50
+0.75
+0.33%
NOW
154.83
-3.35
-2.12%
NVDA
217.94
+1.94
+0.90%
AAPL
347.10
+3.19
+0.93%
MSFT
531.33
-1.27
-0.24%
GOOGL
320.58
+3.78
+1.19%
GOOG
316.83
+2.64
+0.84%
AMZN
253.10
+4.01
+1.61%
TSM
436.88
+12.51
+2.95%
SPCX
148.58
+1.68
+1.14%
AVGO
342.33
+13.16
+4.00%
TSLA
407.46
+15.84
+4.04%
META
620.19
-10.37
-1.64%
LLY
1,281.52
+2.38
+0.19%
A
755,649.06
+3469.05
+0.46%
B
503.49
+1.48
+0.29%
MU
928.76
+25.06
+2.77%
SKHY
145.36
+2.74
+1.92%
WMT
119.32
-0.97
-0.81%
AMD
560.26
+28.98
+5.45%
JPM
335.78
+1.74
+0.52%
XOM
179.89
-4.65
-2.52%
V
401.94
-2.22
-0.55%
JNJ
268.78
+2.48
+0.93%
ASML
1,635.57
+46.78
+2.94%
MA
609.78
-3.72
-0.61%
ABBV
286.43
-0.31
-0.11%
INTC
93.74
+3.27
+3.61%
PLTR
198.73
-0.11
-0.06%
CVX
228.33
-3.68
-1.59%
COST
992.13
-13.03
-1.30%
CSCO
111.38
+1.14
+1.03%
ORCL
130.55
+4.49
+3.56%
KO
91.18
-1.52
-1.64%
PG
159.24
-0.68
-0.43%
UNH
410.61
-0.09
-0.02%
BAC
50.68
+0.16
+0.32%
MRK
141.84
+1.23
+0.87%
PANW
401.70
+11.24
+2.88%
CAT
713.64
+21.50
+3.11%
DELL
501.57
+34.48
+7.38%
HD
318.56
-0.82
-0.26%
PM
202.65
+0.78
+0.38%
AMAT
395.93
+8.34
+2.15%
GE
297.71
+9.28
+3.22%
SMFG
24.25
+0.43
+1.83%
LRCX
240.85
+3.35
+1.41%
SHEL
104.78
-2.13
-2.00%
NVS
156.81
+3.00
+1.95%
HSBC
86.01
-5.20
-5.70%
MS
186.98
+3.49
+1.90%
RY
203.13
+0.66
+0.32%
TM
196.56
-1.08
-0.55%
TXN
308.91
+10.79
+3.62%
SAP
235.80
-2.75
-1.15%
CRWD
268.02
+6.19
+2.36%
GS
912.08
+18.80
+2.10%
AZN
170.02
-2.04
-1.19%
RTX
194.54
-2.94
-1.49%
NFLX
62.52
-1.38
-2.16%
TMO
693.33
+8.44
+1.23%
MUFG
21.49
+0.40
+1.87%
WFC
82.68
+0.03
+0.03%
BABA
100.23
-0.02
-0.02%
AMGN
447.95
+3.32
+0.75%
ARM
226.60
+3.25
+1.46%
GEV
895.52
+40.90
+4.79%
IBM
250.24
-3.20
-1.26%
ANET
187.06
+9.82
+5.54%
LIN
508.65
+1.09
+0.21%
MKL
1,859.36
-14.64
-0.78%
MRVL
243.57
+9.79
+4.19%
SHOP
165.81
-2.37
-1.41%
BHP
82.62
+3.48
+4.40%
AXP
312.92
-2.13
-0.68%
ADI
425.35
+17.42
+4.27%
C
122.68
+1.64
+1.35%
TD
125.74
+0.41
+0.33%
TTE
92.40
-1.36
-1.45%
KLAC
153.66
+4.45
+2.98%
CRM
240.90
-6.71
-2.71%
GILD
159.08
+0.39
+0.25%
QCOM
184.17
+4.57
+2.54%
APH
78.27
+3.00
+3.98%
KOF
113.40
-2.50
-2.16%
DIS
110.24
-0.16
-0.14%
SNDK
1,304.84
+49.26
+3.92%
SAN
12.47
+0.10
+0.81%
VZ
43.92
+0.82
+1.90%
PEP
133.50
-1.96
-1.45%
ABT
103.13
-1.75
-1.67%
UNP
299.96
+2.99
+1.01%
COP
147.97
-3.40
-2.25%
MCD
249.47
-1.36
-0.54%
BLK
1,135.44
+7.78
+0.69%
NEE
82.42
+0.38
+0.46%
DE
639.23
-2.02
-0.32%
NVO
38.66
-0.47
-1.20%
PFE
29.80
+0.01
+0.03%
WELL
226.51
-14.10
-5.86%
DHR
230.50
+0.75
+0.33%
NOW
154.83
-3.35
-2.12%
-- (--)
--
+0.00%
机构观点
最新预测明细
日期机构名称研究员评级
26-08-31中金公司曹萌跑赢行业
最新研报
赛富时（CRM）：利润高速增长，AI赋能软件释放平台价值
赛富时（CRM）：2QFY27 review: robust bookings growth on strong AI momentum
赛富时（CRM）：1QFY27 review: solid Agentforce growth;accelerating capital return
赛富时（CRM）：AI相关商业化进展加速但仍处初期阶段
赛富时（CRM）：Inline 4QFY26 results; strong AgentForce momentum to support 2HFY27 reacceleration
赛富时（CRM）：AI收入快速增长，剩余履约义务表现亮眼
赛富时（CRM）：Agentforce和Data 360 ARR驱动增长
赛富时（CRM）：Solid 3QFY26 results; robust Agentforce and Data 360 momentum
赛富时（CRM）：数据云和AI ARR高速增长，管理层上调26财年指引
赛富时（CRM）：AI商业化边际有所加快，但指引不及市场预期
赛富时（CRM）：Inline 2QFY26 results; intact long-term outlook for AI and data cloud
赛富时（CRM）：AI持续发力，收购Informatica夯实数据基础
赛富时（CRM）：CRM行业龙头，“PaaS+SaaS”核心优势稳固，AI有望贡献新增量
赛富时（CRM）：Agentic AI框架进一步完善，但兑现仍需时间
赛富时（CRM）：1QFY26 cRPO growth beats expectation; Data Cloud & AI momentum continues
赛富时（CRM）：FY25Q4利润端稳定增长，RPO创新高