$Affirm Holdings (AFRM.US)$ $PayPal (PYPL.US)$ 如果您认为Affirm没有更多下跌空间，请考虑Affirm仍然非常昂贵... Affirm的销售价格比率几乎和paypal的市盈率一样高，并且是paypal的销售价格的3倍。所有急于以这个倍数购买Affirm的人，很可能会被烧伤。它之所以看起来打折，是因为它曾经如此狂热地高涨到了它的历史最高点。

嘿，mooer们，快来看看今日热点领域和热度榜股票！
$标普500指数 (.SPX.US)$ $Palantir (PLTR.US)$ $奈飞 (NFLX.US)$

$Palantir (PLTR.US)$ 买入 买入 买入

$Palantir (PLTR.US)$ 他们应该停止将股票作为员工的补偿分发，他们一直在卖光

$Palantir (PLTR.US)$ 你发生了什么事？是持有还是卖出？

$Palantir (PLTR.US)$
等待了很长时间，终于拿到了我的22s。

瑞士信贷周二潜入软件行业，分析师Phil Winslow开始或继续对22家软件公司进行覆盖，包括诸如 $微软 (MSFT.US)$, $甲骨文 (ORCL.US)$ 和 $Adobe (ADBE.US)$.
温斯洛通过引用马克·安德森(Marc Andreessen)在2011年的声明开始了他的新报道，当时他说：“软件正在改变世界”，现在他说：“软件即生活。”
温斯洛表示：“关于软件行业，不论是上市还是私人公司，很大一部分争论仍然集中在估值上，而不是那些最优秀公司的长期价值创造潜力。”
温斯洛开始了他对 $甲骨文 (ORCL.US)$, $ServiceNow (NOW.US)$, $Workday (WDAY.US)$Splunk (ORCL)的报道， $威睿 (VMW.US)$, $Zscaler (ZS.US)$, $Snowflake (SNOW.US)$ , $欧特克 (ADSK.US)$ , $UiPath (PATH.US)$ , $MongoDB (MDB.US)$ 和 $Confluent (CFLT.US)$ 具有跑赢市场的评级，并且还承担了覆盖 $微软 (MSFT.US)$ , $赛富时 (CRM.US)$ 和 $Palo Alto Networks (PANW.US)$ 和他们的表现评级。
Winslow给予中立评级 $Adobe (ADBE.US)$ , $Workday (WDAY.US)$ , $Zendesk (ZEN.US)$ , $Palantir (PLTR.US)$ , $Cloudflare (NET.US)$ 和 $Zeta Global (ZETA.US)$ ，并开始对其进行覆盖 $Check Point软件 (CHKP.US)$ 和 $天睿公司 (TDC.US)$ at underperform.
Even with software having what he called an "outsized influence" on the stock market, and the strategic paths many companies have taken, Winslow said he believes the industry "is still in the early stages of disruptive and powerful technological advances."
With regards to some of the companies in his coverage, Winslow said that for at least the next five years, Microsoft should deliver "mid-to-high teens revenue growth" that will be driven by 20% growth in its Intelligent Cloud business.
Winslow said that he is impressed by Adobe's "successful transition to subscription[s], which increased the value of its large creative and document-centric installed bases," but that those positive items are already reflected in the company's current stock price valuation.
Winslow said $Splunk (SPLK.US)$'s stock price hasn't reflected the growth of company's core products, its shift to the cloud, or its expansion into data-streaming, which he said should grow the company's recurring revenue by 25% to 30% annually. On Monday, Splunk said Chief Executive Doug Merritt is stepping down after six years at the data-management software company.

$Palantir (PLTR.US)$ up ⬆️

$Sana Biotechnology (SANA.US)$ 上升 上升