Hubspot

回复@yYy_-: $迈富时(02556)$ 能上多少我估计不出来，在GEO这件事上还有他未来用户行为入口的竞争博弈。但目前他和$Hubspot(HUBS)$ $Salesforce(CRM)$ 估值就有很大差别，市值更是差别更是巨大，这背后是中美SAAS商业模式差别导致，我看好的是GEO来了之后，企业必须寻求专业的软件支持，中国的SAAS...

$Hubspot(HUBS)$ 软件股整体在连续被卖不知道 发生了什么

$Hubspot(HUBS)$
昨晚的财报是略超预期的，为什么盘后跌~~

$Hubspot(HUBS)$ 去年另外一个失败的投资，反思当时还是没有研究透彻，一味想做收购套利，收购没成功就赶紧割肉了，其实拿到现在也能赚不少，还是缺乏耐心太浮躁，Q4财报中对2025年的营收增长预期16%, 现在770价格对应13.4倍市销率，84倍市盈率，还是有点贵。不知道现在会计系统改好了没，改好之后...

$Hubspot(HUBS)$ 这公司也不知道谷歌还收不收购了，agent落地倒是实质利好了。
HubSpot的人工智能方法首先是推动功能采用和客户价值，然后过渡到基于使用量的定价。公司旨在将人工智能嵌入整个平台，增强Content Hub、Sales Hub和Service Hub。
应用软件和生态系统机会：
由于中小企...

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-230144  Size: 6 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-230272  Size: 4 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-234630  Size: 5 KB 网页链接

$Hubspot(HUBS)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-006507  Act: 33  Size: 9 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-25-306991  Size: 5 KB 网页链接

$Hubspot(HUBS)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000315066-25-000767  Act: 34  Size: 11 KB 网页链接

$Hubspot(HUBS)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-002425  Act: 33  Size: 5 KB 网页链接

$Hubspot(HUBS)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000932471-25-000401  Act: 34  Size: 6 KB 网页链接

$Hubspot(HUBS)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-002132  Act: 33  Size: 6 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-033610  Size: 7 KB 网页链接

$Hubspot(HUBS)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-003311  Act: 33  Size: 5 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-075771  Size: 11 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-083102  Size: 4 KB 网页链接

$Hubspot(HUBS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-25-083125  Size: 4 KB 网页链接

$Hubspot(HUBS)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000950170-25-104104  Act: 34  Size: 12 MB 网页链接