赛富时（CRM）今日盘中股价大幅下挫，跌幅达5.05%，引发了市场广泛关注。
消息面上，此次下跌主要源于市场对人工智能（AI）技术可能颠覆传统软件行业的普遍担忧。投资者担心，快速发展的人工智能工具（如Anthropic的Claude插件）可能会开始蚕食对现有软件和订阅服务的需求，从而挤压整个软件行业的增长预期。这种担忧情绪在整个软件板块蔓延，导致包括赛富时在内的多家软件公司股价承压。
此外，市场出现了从高估值科技股向其他价值板块的轮动，加剧了软件股的抛售压力。科技巨头如Alphabet计划大幅增加AI相关资本支出的消息，也进一步引发了市场对巨额投资回报率的质疑，共同导致了科技股和软件股的普遍疲软。
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