赛富时（CRM）今日盘中大涨5.02%，引发市场广泛关注。
消息面上，赛富时近日宣布成功赢得美国退伍军人事务部一项总价值最高可达16亿美元的代理式企业许可协议，为期三年，旨在推动退伍军人医疗护理体系的现代化升级。美国退伍军人事务部是仅次于国防部的第二大内阁部门，服务约1790万退伍军人，年度预算逾3000亿美元。该合同落地有效缓解了此前市场对小企业AI自建退订潮及摩根士丹利下调评级带来的悲观情绪，也进一步验证了赛富时在政府大客户领域的竞争力。
赛富时公司是全球领先的客户关系管理（CRM）技术提供商，通过云、AI等技术使各种规模和行业的公司能够与客户建立联系并实现业务转型。此次重大合同的斩获，增强了市场对其长期增长潜力的信心。
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