赛富时（CRM）今日盘中股价大跌5%，延续了近期软件股的疲软走势。
消息面上，市场对人工智能（AI）冲击软件行业商业模式的担忧持续发酵。近期，AI明星公司Anthropic推出了代理式AI编程工具Claude Cowork，该工具能够执行多项文书工作，引发投资者担忧未来许多线上工作可能被AI取代，从而削弱传统软件公司（尤其是采用订阅制商业模式的SaaS公司）的长期营收能力和护城河。
这种担忧导致了软件板块的广泛抛售。作为行业龙头之一，赛富时首当其冲。分析指出，投资者正在重新定价软件股，担心AI可能成为颠覆性力量，尽管也有观点认为这是市场的过度反应。此外，疲软的零售数据以及机构对科技板块评级的下调，也加剧了市场的谨慎情绪。
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