원문에서 자동 번역됨 · 원문 읽기 (English)
$SAP가 오늘 거의 1.6% 하락하여 현재 $146.38인데, 이번 하락이 클라우드 전환 속도에 대한 광범위한 우려를 반영하는 것인지 아니면 더 구체적인 이유가 있는 것인지 궁금합니다. 장기적인 기업 지배력을 고려할 때 이를 잠재적인 진입점으로 보는 사람들이 있나요, 아니면 경쟁자들이 마침내 따라잡고 있다는 느낌이 있나요?
It's a fair question, and while today's dip might just be market noise, the cloud transition is definitely a key factor. The enterprise space is evolving rapidly, and SAP's ability to execute on its cloud strategy will be critical to maintaining its moat. I'm curious to see their next earnings for a clearer picture.
ส่วนตัวคิดว่าเป็นการปรับฐานมากกว่าครับ ด้วยขนาดของ SAP กว่าจะหมุนองค์กรไป Cloud ได้มันใช้เวลา แต่ฐานลูกค้าเขาก็ยังแข็งแกร่งนะ
Traderforum · 한국어