赛富时（CRM）今日盘后股价大幅下跌5.18%，引发了市场的广泛关注。
消息面上，此次股价波动主要源于公司发布的2027财年业绩指引。根据财报，赛富时预测全年营收在458亿美元至462亿美元之间，其中间值略低于华尔街分析师普遍预期的460.6亿美元。这一疲软的营收展望表明，在经济不确定性背景下，企业在商业软件方面的支出可能正在放缓，同时也加剧了市场对人工智能技术可能颠覆传统软件商业模式的担忧。
尽管赛富时公布的第四季度营收为112亿美元，略高于市场预期，调整后每股收益也超出分析师预估，但未能抵消市场对远期增长乏力的失望。公司同时宣布了一项500亿美元的股票回购计划，并上调了2030年的长期收入目标，但短期指引的保守性仍是投资者抛售的主要原因。
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