赛富时（CRM）今日盘中大跌6.70%，引起了市场的广泛关注。
消息面上，此次下跌主要源于市场对人工智能（AI）技术发展的担忧加剧，引发了软件、数据分析和广告类股票的普遍抛售。据报道，Anthropic为其Claude生成式AI聊天机器人推出了法律插件，这一进展加剧了投资者对AI可能侵蚀传统软件公司商业模式的忧虑，从而波及赛富时等软件巨头。
市场分析指出，投资者越来越担心AI技术能够执行支撑这些公司商业模式的知识型服务，导致整个软件行业面临压力。除了赛富时，其他美国软件和云计算类股，如微软、甲骨文、ServiceNow和Adobe等也在早盘交易中同步下跌。
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