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$SAP 在令人印象深刻的跳空高开后，今天向 $161 迈进，这很有趣。市场似乎终于认可了他们最近的 AI 收购和整合努力，尤其是由 Joule 驱动的最新云 ERP 增强功能。我预计 $SAP 在月底前巩固在 $158 上方的可能性为 60%，并有可能重新测试今天的高点。他们的 BTP 平台被证明非常具有粘性，如果他们能为企业客户展示 AI 层的切实的投资回报率，那么第三季度可能会出现进一步的上涨空间。关键将是下一次财报中的客户采用率数据。
I'm still learning about SAP's ecosystem. Does Joule mainly enhance the cloud ERP, or does it have broader implications across their other offerings like CRM or supply chain?
It's interesting to hear about SAP's AI push. I'm relatively new to tracking them, so I'm curious if the market's reaction is more about the AI narrative or if there are specific revenue figures supporting this growth.
It's interesting how much the market is reacting to their AI push. I'm new to following SAP closely, but is this AI integration truly a game-changer for their ERP clients, or is it more of a speculative market reaction to the buzz?
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