Salesforce

Feb 8, 2026

It is a wonderful company with a high-quality moat, but the price reflects a certainty that the history of tech disruption says we shouldn't have.

Feb 7, 2026

By integrating AI coding capabilities into their own "No-Code" builders, Salesforce is effectively using the "threat" to make its own platform even more "sticky."

Feb 7, 2026

在“代码平权”的时代， “产品定义能力”和“对特定垂直行业（Vertical）的深度理解”将比“编程能力”值钱得多。

Feb 4, 2026

The current decline reflects a market concern that the traditional synergy of "Professional Expertise + Software Platform" is being dismantled by "General AI + Proprietary Data." FactSet is at a crossroads; it must now prove that its "AI Blueprint" can generate more value than the human seats it might help replace.

Jan 20, 2026

AI写代码能力的提升对Salesforce（CRM）而言，既是潜在的威胁，也是极深的护城河加固器。