异动解读 | 赛富时盘中大涨5.01%,新平台AgentForce 360引领企业软件新纪元

异动解读
Oct 21

周一盘中,企业软件巨头赛富时(Salesforce,股票代码:CRM)股价大涨5.01%,表现优于大盘。这一显著涨幅主要归因于公司最新发布的创新平台以及AI应用软件板块的整体走强。

据悉,赛富时在日前举行的Dreamforce 2025大会上发布了名为AgentForce 360的全新平台。该平台标志着企业软件进入"服务即软件"(SaSo)新纪元,通过动态四维图谱整合企业实时状态与智能系统,日均处理量高达50亿级。此外,平台还推出了可观测性架构和联邦治理层等工具,有效解决了规模化部署AI代理的"次日难题"。这一重大技术突破极大地增强了投资者对赛富时未来增长前景的信心。

值得注意的是,当日AI应用软件板块整体表现强劲。除赛富时外,Tempus AI大涨超9%,SoundHound AI涨超5%,Shopify涨超3%,Palantir涨超2%。这一趋势反映了市场对AI技术在企业软件领域应用前景的持续看好,进一步推动了赛富时股价的上涨。分析人士认为,赛富时作为行业领军企业,其最新技术创新有望巩固其市场地位,并在AI驱动的企业软件革命中占据先机。

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