Salesforce展望令AI增长前景充满疑问——市场观察

投资观察
Sep 05

据Oppenheimer分析,赛富时第二季度业绩结果不太可能改变市场对该公司的任何看法,包括对其AI投资可能回报不足的担忧。分析师表示,第三季度指引"揭示了持续严峻的宏观环境","不太可能催生新的看法"。Truist分析师Terry Tillman指出,低于预期的销售展望正在投资者中引发一些不安。

UBS分析师Karl Keirstead和Dean Marriott表示,第二季度报告显示前台AI仍处于非常早期的阶段,他们维持中性评级,直到有更清晰的增长路径出现。赛富时股价下跌5%。

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