SAP WKN: 716460 ISIN: DE0007164600 Forum: Aktien Thema: Hauptdiskussion

Vielleicht sollte SAP dann Heidelberger Druckmaschinen schlucken.

BARCLAYS erhöht das Kursziel für SAP von 275 EUR auf 300 EUR. Overweight. Stock3 Mittwoch 3.9.2025 Uhr 7:16

sind wohl dick im minus oder haben irgendwas geraucht, was ihnen nicht bekommen ist.

SAP investiert 20 Milliarden Euro in souveräne Cloud | FAZ https://share.google/0dhT81JKPvhiJHffw

Der Kurs wird von der 231 EUR Marke scheinbar wie magnetisch angezogen...

Wer nur ansatzweise etwas mit dem SAP Lizenzmodel zutun hatte, der weiß, dass es sehr eng mit dem Prinzip einer Gelddruckmaschine verknüpft ist. 💰💶🚀

Na, ob das in nächster Zeit was mit SAP wird ???

Block Richtung allzeithoch

Mal schauen, ob ich heute noch 231€ bekomme 🥲.

Die Angst taucht alle paar Monate auf, verschwindet dann aber wieder aus dem Bewusstsein.

SAP unter Druck: Bedroht KI das Geschäftsmodell? Interessantes Video ☝🏼

https://www.capital.de/wirtschaft-politik/sap-unter-druck--bedroht-kuenstliche-intelligenz-das-geschaeftsmodell--35981390.html

SAP max. bei 96€, KI wird SAP stark austrocknen!!!

Dassault Systèmes (F) scheint auch hoch zu gehen.

ANALYSIS-Powerful new AI models knock the wind out of European adopter stocks 06:30 15/08/2025 By Lucy Raitano 'LONDON, Aug 15 (Reuters) - A rout in shares of European companies embracing artificial intelligence deepened this week, as powerful new AI models raise questions about whether sectors from software to data analytics could find themselves overtaken by the technology.' 'Although many AI adopter stocks are struggling, some investors say markets will eventually take a more systematic approach, picking out potential winners and losers. "At the moment, it feels like the market's just shooting first and putting them all in a 'challenged basket'," said Aviva's Kothari, referring to the decline in UK AI adopters.' 'He said those with software deeply embedded into client company workflows, or with hard-to-replicate proprietary data, still had strong competitive advantages. Paddy Flood, portfolio manager and global sector specialist, technology, at Schroders, said it was important to distinguish between different types of software. "Enterprise-grade applications are less exposed, given their mission-critical nature, the complexity involved in replacing them, and the value of a trusted vendor ensuring ongoing service," he said. Aviva's Kothari also flagged the benefits of having software deeply embedded with customers, citing UK credit data firm Experian as an example. "It has lots of data unique to it, but it's also hugely embedded in the workflows of financial institutions. They want to make a loan, they need Experian," he said, also highlighting Britain's Sage.'