【古根海姆逆势唱多：赛富时(CRM.US)估值被“SaaS末日”错杀，AI是压力而非丧钟】智通财经APP注意到，在华尔街的科技股版图中，SaaS 鼻祖赛富时(CRM.US)正经历着一场前所未有的心理战。由于市场对生成式AI、特别是“智能体AI”重塑企业软件生态的极度担忧，赛富时股价在2026年遭遇了戏剧性的估值修正。然而，随着投行古根海姆近日将该股评级从“中性”上调至“买入”，华尔街关于“AI究竟是其的催化剂还是丧钟”的辩论再次被推向高潮。
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