7月23日，赛富时盘中下跌3.05%，报158.13美元/股，成交额3.37亿美元。消息面上，多家美国小企业借助AI编程工具自建应用替代Salesforce，年省数万至数十万美元，市场担忧AI能力提升将持续侵蚀SaaS增长逻辑。
此外，摩根士丹利此前将赛富时评级由"增持"下调至"持有"，目标价由287美元大幅削减至185美元。分析师指出，尽管AI代理产品Agentforce关键绩效指标强劲，但旧有业务低迷抹平AI增量贡献，整体有机营收增长仍未见拐点。伯恩斯坦、KeyBanc亦已接连下调评级，板块抛压持续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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