赛富时（Salesforce）今日盘中股价大涨6.90%，引发市场广泛关注。这一显著涨幅主要受到公司发布的长期收入预测和股票回购计划的推动。
在周三举行的年度"Dreamforce"大会上，赛富时公布了一份令投资者振奋的报告，预计到2030财年，公司年收入将突破600亿美元大关。这一雄心勃勃的目标超出了分析师普遍预期的583.7亿美元。赛富时首席财务与运营官罗宾·华盛顿表示，公司对重回两位数增长的机遇感到兴奋，预计在未来12到18个月内将看到增长回升。值得注意的是，这一预测不包括拟收购Informatica公司所带来的任何营收贡献。
除了乐观的收入预期外，赛富时还宣布了一项70亿美元的股票回购计划，将在未来六个月内执行。摩根大通分析师认为，这一回购计划凸显了公司对自身自由现金流实力、近期预订量和营收反弹的信心。此外，赛富时与谷歌宣布扩大战略合作，将谷歌的Gemini模型引入Agentforce 360平台，进一步强化了公司在人工智能领域的布局。这些积极信号共同推动了赛富时股价的大幅上涨。
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