9月3日晚间，云计算巨头赛富时（Salesforce）股价在盘后交易中大幅下跌5.55%。这一跌幅主要源于公司发布的第三季度营收指引不及市场预期，引发投资者对其增长前景的担忧。
根据赛富时公布的2026财年第二季度财报，公司实现营收102.4亿美元，同比增长9.8%，超过分析师预期的101.4亿美元。然而，赛富时预计第三季度营收在102.4亿至102.9亿美元之间，中值低于华尔街分析师平均预期的102.9亿美元。这一疲软的预期引发了投资者对公司增长放缓的担忧。
值得注意的是，尽管赛富时正积极布局人工智能（AI）领域，但其AI产品尚未带来预期中的市场回报。公司首席执行官马克·贝尼奥夫此前透露，赛富时已将4000个客服岗位转为AI代理。然而，投资者似乎对赛富时在AI浪潮中的定位仍持谨慎态度。分析师指出，大型企业及受监管行业对部署AI工具持谨慎态度，需要一定时间才能放心采用，这可能是导致AI变现不及预期的原因之一。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.