事项：事件：当地时间12 月3 日，赛富时（CRM.N）发布2025 财年三季度业绩，首次实现20%运营利润率，并上调全年业绩指引。近期全球股票市场围绕AI 的投资焦点由硬件转向软件，AI 软件公司面临价值重塑。国信计算机观点：1）三季度费用率改善，营业利润率创新高：公司实现营业收入94.4 亿美元，同比+8%。公司首次实现GAAP 运营利润率为20%，同比+2.8 个pct。2）AI 产品稳步...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.