9月3日周三盘后，云计算巨头赛富时（Salesforce，股票代码：CRM）股价大跌5.01%，主要原因是公司发布的第三季度营收预期低于华尔街分析师预期。
根据赛富时发布的2026财年第二季度财报，公司实现营收102亿美元，同比增长10%，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102.4亿美元至102.9亿美元之间，中值低于分析师平均预期的102.9亿美元。这一疲软的预期引发了投资者对公司增长前景的担忧。
值得注意的是，赛富时宣布将现有股票回购计划规模增加200亿美元，使获批回购总额达到500亿美元。此外，公司正积极布局人工智能领域，首席执行官马克·贝尼奥夫透露公司已将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。今年以来，赛富时股价已下跌超过24%，成为标普500指数中表现较差的股票之一，反映出市场对传统软件公司在AI时代面临挑战的担忧。
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