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CRM 赛富时
已收盘 04-27 16:00:00 EDT
180.18
+2.02
+1.13%
盘后
180.75
+0.57
+0.32%
19:59 EDT
最高
184.29
最低
177.51
成交量
1,191万
今开
178.26
昨收
178.16
日振幅
3.81%
总市值
1,474亿
流通市值
1,429亿
总股本
8.18亿
成交额
21.62亿
换手率
1.50%
流通股本
7.93亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
IBM财报稳健为何引发软件股大跌？
老虎资讯综合 · 04-24
IBM财报稳健为何引发软件股大跌？
AI冲击软件商业模式担忧再度升温 赛富时(CRM.US)重挫近9% 终结连续六日上涨走势
智通财经 · 04-24
AI冲击软件商业模式担忧再度升温 赛富时(CRM.US)重挫近9% 终结连续六日上涨走势
异动解读 | 受板块拖累，赛富时盘中大跌9.57%
异动解读 · 04-24
异动解读 | 受板块拖累，赛富时盘中大跌9.57%
异动解读 | 赛富时盘后大跌5.45%，AI担忧拖累软件股表现
异动解读 · 04-23
异动解读 | 赛富时盘后大跌5.45%，AI担忧拖累软件股表现
赛富时推出Agentforce与Gemini Enterprise集成方案 为Slack和谷歌工作空间部署AI智能体
美股速递 · 04-22
赛富时推出Agentforce与Gemini Enterprise集成方案 为Slack和谷歌工作空间部署AI智能体
赛富时(CRM)发布“Headless360”力推AI智能体 盘前涨逾2%
金吾财讯 · 04-17
赛富时(CRM)发布“Headless360”力推AI智能体 盘前涨逾2%
资深分析师大幅下调微软和Salesforce目标价，警告未来一年将"艰难"
环球市场播报 · 04-16
资深分析师大幅下调微软和Salesforce目标价，警告未来一年将"艰难"
美股SaaS板块开盘走高
每日经济新闻 · 04-15
美股SaaS板块开盘走高
需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费
华尔街见闻 · 04-15
需求爆炸，算力吃紧！Claude变更企业版定价，按算力消耗计费
赛富时推出统一平台Agentexchange 整合AppExchange、Slack应用商店与Agentforce生态系统
美股速递 · 04-15
赛富时推出统一平台Agentexchange 整合AppExchange、Slack应用商店与Agentforce生态系统
异动解读 | 软件板块反弹带动，赛富时盘中大涨5.02%
异动解读 · 04-14
异动解读 | 软件板块反弹带动，赛富时盘中大涨5.02%
应用软件股继续大跌，Fastly跌超19%，Cloudflare跌超14%
老虎资讯综合 · 04-10
应用软件股继续大跌，Fastly跌超19%，Cloudflare跌超14%
异动解读 | AI智能体冲击引发担忧，赛富时盘中大跌5.01%
异动解读 · 04-09
异动解读 | AI智能体冲击引发担忧，赛富时盘中大跌5.01%
“智能体”冲击来了，应用软件股普跌，Palantir、Snowflake大跌超7%
老虎资讯综合 · 04-09
“智能体”冲击来了，应用软件股普跌，Palantir、Snowflake大跌超7%
AI Agent失控成催化剂，安全软件股或迎来结构性机会
老虎资讯综合 · 04-01
AI Agent失控成催化剂，安全软件股或迎来结构性机会
AI担忧蔓延至软件债务市场，部分债券价格从1美元跌至58美分
老虎资讯综合 · 04-01
AI担忧蔓延至软件债务市场，部分债券价格从1美元跌至58美分
赛富时公司冻结高管加薪
环球市场播报 · 03-26
赛富时公司冻结高管加薪
赛富时今年将取消总监及以上级别员工加薪，内部备忘录披露
美股速递 · 03-26
赛富时今年将取消总监及以上级别员工加薪，内部备忘录披露
美股成交额TOP 20 | Circle重挫20%，Coinbase跌近10%；亚马逊新工具重挫软件股，赛富时跌超6%
老虎资讯综合 · 03-25
美股成交额TOP 20 | Circle重挫20%，Coinbase跌近10%；亚马逊新工具重挫软件股，赛富时跌超6%
美股纳指收跌0.8% 软件股大幅下挫
中金财经 · 03-25
美股纳指收跌0.8% 软件股大幅下挫
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公司概况
公司名称：
赛富时
所属市场：
NYSE
上市日期：
--
主营业务：
赛富时公司于1999年2月在特拉华州注册成立。公司是全球领先的客户关系管理（CRM）技术，将公司和客户联系在一起。公司成立于1999年，通过现有和新兴技术（包括云、移动、社交、区块链、语音和人工智能（“AI”）等），公司使各种规模和行业的公司能够以新的方式与客户联系，从而实现业务转型。
发行价格：
--
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14:47","pubTimestamp":1777013268,"startTime":"0","endTime":"0","summary":"软件股周四普遍走低，原因是投资者在ServiceNow和IBM交出稳健但算不上亮眼的财报后，迅速抛售了本已承压的板块。尽管其利润和收入均符合华尔街预期，股价仍大跌18%。而IBM的跌幅虽然为8.1%，但可能更引人关注。IBM的业务远不止软件，但正是软件业务的疲软导致了股价下挫。其他未发布财报的软件公司也跟随IBM和ServiceNow走低：Salesforce股价下跌8.9%，Workday下跌8.9%，Intuit下跌7%。例如，ServiceNow的年度百分比增速已稳定在20%出头，低于2021年30%出头的峰值。","market":"us","thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOWL","CRM","WDAY","NOW","IBM","INTU","CRMG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2629861514","title":"AI冲击软件商业模式担忧再度升温 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06:00","pubTimestamp":1776981600,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周四，受市场对人工智能长期冲击软件行业商业模式的担忧再度升温影响，赛富时股价大跌8.69%，收报173.3美元，结束此前连续六个交易日上涨走势。值得注意的是，在4月15日至4月22日期间，赛富时股价累计上涨约6.87%，明显跑赢同期仅上涨1.64%的大盘指数。分析人士指出，虽然赛富时有望录得近年来最快的营收增速，这或不足以完全缓解市场担忧。过去一个月，赛富时累计下跌约10.4%；今年以来跌幅约34.5%，明显跑输主要科技股表现。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1433091.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0889566641.SGD","LU0353189763.USD","LU0648000940.SGD","LU2756315664.SGD","LU0528227936.USD","IE00BJTD4N35.SGD","LU1267930813.SGD","CRMG","LU0057025933.USD","LU2087625088.SGD","LU1201861165.SGD","LU1548497426.USD","LU1267930490.SGD","LU0238689110.USD","LU1551013342.USD","LU1988902786.USD","LU1551013425.SGD","BK4532","LU1316542783.SGD","LU1989764664.SGD","LU0234572021.USD","LU1791710400.SGD","LU0354030511.USD","BK4543","LU1720051108.HKD","LU1823568750.SGD","LU1923623000.USD","LU2357305700.SGD","LU0109392836.USD","LU1046421795.USD","LU2458330243.SGD","LU0557290698.USD","LU0130102774.USD","LU0130518102.USD","BK4608","LU0943347566.SGD","LU1951200564.SGD","LU1064131342.USD","LU1803068979.SGD","LU1720051017.SGD","BK4538","LU0353189680.USD","LU0648001328.SGD","LU0211327993.USD","LU2461242641.AUD","LU0211328371.USD","LU0310799852.SGD","LU1804176565.USD","LU0354030438.USD","LU0081259029.USD","LU0251131958.USD","BK4561","BK4528","LU0082616367.USD","LU0820562030.AUD","BK4613","LU1989764748.USD","LU2458330169.SGD","LU0742534661.SGD","LU1201861249.SGD","LU0267386448.USD","BK4548","LU2756315318.SGD","LU2264538146.SGD","IE00BKVL7J92.USD","LU0689626769.HKD","LU0130517989.USD","LU0130103400.USD","LU0006306889.USD","BK4535","LU2286300806.USD","LU1814569148.SGD","LU0820561818.USD","LU0289739343.SGD","BK4579","IE00B19Z9505.USD","BK4598","CRM","BK4588","LU0719512351.SGD","IE00BQXX3D17.EUR","LU0477156797.USD","LU0198837287.USD","LU0251142724.SGD","LU0472753341.HKD","LU0980610538.SGD","IE00BQXX3F31.USD","BK4550","LU1366333091.USD","LU2244417387.USD","LU0124676726.USD","LU0642271901.SGD","LU2236285917.USD","BK4585","LU2247934214.USD","BK4581","LU1791710582.SGD","BK4607","LU2361045086.USD","LU0792757196.USD","BK4567","IE00B19Z8W00.USD","BK4023","IE00BZ1G4Q59.USD","LU0477156953.USD","LU0511384066.AUD","LU0889565833.HKD","IE00BQXX3C00.GBP","LU0048573561.USD","LU0187121727.USD","LU0127658192.USD","BK4534","LU1496350171.SGD","LU0106261372.USD","LU0289961442.SGD","LU0157215616.USD","IE00BJTD4V19.USD","LU0069063385.USD","BK4505","LU1951198990.SGD","LU2361044949.HKD","LU1496350502.SGD","IE00B19Z8X17.USD","LU1235294995.USD","LU2265009873.SGD","LU0234570918.USD","LU0689472784.USD","LU0820561909.HKD","LU2361044865.SGD","BK4527"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161021722","title":"异动解读 | 受板块拖累，赛富时盘中大跌9.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161021722","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1161021722?lang=zh_cn&edition=full","pubTime":"2026-04-24 01:58","pubTimestamp":1776967097,"startTime":"0","endTime":"0","summary":"赛富时今日盘中大幅下跌9.57%，引起了市场的广泛关注。消息面上，同属AI应用软件板块的ServiceNow在公布业绩后指出，中东地区冲突拖累了其订阅收入增长，加上市场对人工智能时代企业软件前景的质疑仍在，投资者情绪降温，进而拖累了整体AI应用软件板块，赛富时作为其中一员也受到波及。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118477415","title":"异动解读 | 赛富时盘后大跌5.45%，AI担忧拖累软件股表现","url":"https://stock-news.laohu8.com/highlight/detail?id=1118477415","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118477415?lang=zh_cn&edition=full","pubTime":"2026-04-23 04:36","pubTimestamp":1776890167,"startTime":"0","endTime":"0","summary":"赛富时(CRM)今日盘后股价大幅下跌5.45%，引起了市场的广泛关注。消息面上，尽管赛富时可能公布强劲的季度收入增长，但分析师指出，人工智能(AI)可能颠覆软件制造商的担忧正在削弱投资者对该行业的信心。软件和服务指数自年初以来已下跌约16%，表现远逊于大盘，反映出市场对软件公司长期前景的忧虑。同时，赛富时作为AI的积极采用者，其利润增长可能因成本上升而放缓至近三年来的最低水平。行业专家认为，从短期股市角度看，软件公司的财报可能无法反驳长期熊市的观点，市场更关注未来三到五年AI将如何影响行业格局。这种对AI冲击的普遍担忧，导致了包括赛富时在内的软件股承受压力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177066657","title":"赛富时推出Agentforce与Gemini Enterprise集成方案 为Slack和谷歌工作空间部署AI智能体","url":"https://stock-news.laohu8.com/highlight/detail?id=1177066657","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1177066657?lang=zh_cn&edition=full","pubTime":"2026-04-22 20:03","pubTimestamp":1776859384,"startTime":"0","endTime":"0","summary":"企业软件巨头赛富时宣布推出全新集成解决方案，通过其自主研发的Agentforce平台与谷歌母公司Alphabet的Gemini Enterprise强强联合，实现在协同办公平台Slack和谷歌工作空间内部署人工智能代理。这项技术突破将帮助企业构建更智能的数字化工作流程，使AI智能体能够跨平台执行复杂任务。Agentforce作为赛富时AI生态系统的重要组成部分，与Gemini 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盘前涨逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628838205","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628838205?lang=zh_cn&edition=full","pubTime":"2026-04-17 19:41","pubTimestamp":1776426071,"startTime":"0","endTime":"0","summary":"金吾财讯 | 传统SaaS(软件即服务)龙头巨头赛富时(CRM)盘前股价上涨2.35%，报185.24美元。消息面上，近日赛富时推出了全新平台架构“Headless 360”，该架构允许AI智能体在无需传统操作界面的情况下，直接通过API和开发工具访问其的完整数据栈和业务逻辑。赛富时此次发布正值传统SaaS软件行业在AI冲击下遭遇大规模抛售之际，由于投资者担心AI可能会取代或商品化传统的SaaS模式，多位分析师警告称，当前投资软件股风险极高。不过，也有业内人士认为，赛富时在企业数据和集成方面的护城河依然稳固。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299360","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0289961442.SGD","CRMG","LU2756315664.SGD","LU0820561909.HKD","LU1201861165.SGD","LU0648001328.SGD","BK4023","LU0106261372.USD","LU2461242641.AUD","BK4534","CRM","IE00BKVL7J92.USD","LU0198837287.USD","BK4505","LU1951198990.SGD","LU2458330243.SGD","LU0238689110.USD","LU1923623000.USD","BK4588","LU0251131958.USD","LU1496350502.SGD","LU2361044865.SGD","LU0130102774.USD","IE00B19Z8W00.USD","IE00BQXX3C00.GBP","LU0477156953.USD","LU0820561818.USD","LU0006306889.USD","LU0211327993.USD","LU0353189680.USD","LU0354030511.USD","LU1823568750.SGD","LU1267930490.SGD","LU2361044949.HKD","LU1804176565.USD","BK4607","IE00BJTD4N35.SGD","LU0267386448.USD","LU0980610538.SGD","LU1988902786.USD","LU2236285917.USD","BK4548","LU1046421795.USD","LU0889566641.SGD","LU0211328371.USD","LU1366333091.USD","LU2756315318.SGD","LU0792757196.USD","LU0187121727.USD","LU0310799852.SGD","LU1814569148.SGD","IE00BQXX3F31.USD","BK4538","LU2247934214.USD","LU0472753341.HKD","LU2244417387.USD","BK4613","LU2361045086.USD","LU1791710400.SGD","LU1720051108.HKD","BK4608","LU1267930813.SGD","BK4561","BK4527","LU0069063385.USD","LU2265009873.SGD","IE00B19Z9505.USD","IE00B19Z8X17.USD","BK4598","LU0234570918.USD","LU0130103400.USD","LU2286300806.USD","BK4585","LU1064131342.USD","LU0130518102.USD","LU1989764664.SGD","BK4528","LU1316542783.SGD","LU0477156797.USD","LU0251142724.SGD","LU0689472784.USD","LU0820562030.AUD","LU0557290698.USD","LU0742534661.SGD","LU2458330169.SGD","LU2087625088.SGD","LU1551013425.SGD","LU0642271901.SGD","LU0889565833.HKD","LU0109392836.USD","LU1791710582.SGD","LU0353189763.USD","LU0689626769.HKD","LU0234572021.USD","BK4535","LU0081259029.USD","LU1235294995.USD","LU0719512351.SGD","LU1551013342.USD","LU0127658192.USD","LU0289739343.SGD","LU0130517989.USD","LU1803068979.SGD","IE00BZ1G4Q59.USD","LU0157215616.USD","LU0057025933.USD","BK4579","LU0943347566.SGD","BK4550","IE00BJTD4V19.USD","LU2264538146.SGD","LU1951200564.SGD","LU0511384066.AUD","IE00BQXX3D17.EUR","LU0528227936.USD","LU0354030438.USD","BK4567","LU0124676726.USD","BK4543","BK4532","LU0048573561.USD","LU0082616367.USD","LU1548497426.USD","LU1989764748.USD","LU2357305700.SGD","LU0648000940.SGD","BK4581","LU1496350171.SGD","LU1201861249.SGD","LU1720051017.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627232404","title":"资深分析师大幅下调微软和Salesforce目标价，警告未来一年将\"艰难\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2627232404","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627232404?lang=zh_cn&edition=full","pubTime":"2026-04-16 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整合AppExchange、Slack应用商店与Agentforce生态系统","url":"https://stock-news.laohu8.com/highlight/detail?id=1183660438","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1183660438?lang=zh_cn&edition=full","pubTime":"2026-04-15 05:48","pubTimestamp":1776203289,"startTime":"0","endTime":"0","summary":"全球领先的客户关系管理服务商赛富时宣布推出全新统一平台Agentexchange。这一创新性市场将三大核心生态——AppExchange应用市场、Slack应用商店以及Agentforce开发者平台进行深度整合，旨在为企业客户提供一站式的智能应用解决方案。通过打破原有生态壁垒，Agentexchange将显著提升企业获取、部署和管理商业应用的效率，进一步强化赛富时在企业级SaaS服务领域的整合优势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0820561909.HKD","LU0124676726.USD","BK4579","LU1951198990.SGD","IE00BJTD4N35.SGD","LU1988902786.USD","LU2756315664.SGD","LU0130102774.USD","LU0251131958.USD","LU0130518102.USD","LU0353189680.USD","LU1989764748.USD","BK4598","LU1366333091.USD","LU0130517989.USD","IE00BJTD4V19.USD","LU0689626769.HKD","LU1496350171.SGD","BK4613","LU2357305700.SGD","LU2461242641.AUD","LU1201861249.SGD","LU0889565833.HKD","LU2247934214.USD","LU0069063385.USD","BK4527","LU0689472784.USD","LU0354030438.USD","LU0082616367.USD","LU0511384066.AUD","LU0353189763.USD","LU0187121727.USD","LU0238689110.USD","LU0472753341.HKD","LU2361044865.SGD","BK4023","BK4550","LU1823568750.SGD","LU1551013425.SGD","LU0130103400.USD","LU2264538146.SGD","BK4543","BK4567","LU0820562030.AUD","BK4585","LU1720051017.SGD","LU0477156797.USD","LU1720051108.HKD","LU0477156953.USD","LU0251142724.SGD","LU2265009873.SGD","LU0889566641.SGD","LU0211328371.USD","LU1791710400.SGD","LU0289739343.SGD","LU0648000940.SGD","LU0109392836.USD","LU2236285917.USD","LU1496350502.SGD","LU0742534661.SGD","LU2361044949.HKD","LU0528227936.USD","LU1804176565.USD","IE00B19Z9505.USD","LU1235294995.USD","LU1791710582.SGD","LU0081259029.USD","LU1046421795.USD","LU0048573561.USD","LU0354030511.USD","LU0820561818.USD","LU0106261372.USD","LU0719512351.SGD","LU0648001328.SGD","LU0642271901.SGD","LU2458330243.SGD","BK4561","BK4535","IE00B19Z8X17.USD","LU0211327993.USD","BK4538","BK4607","LU0943347566.SGD","BK4505","LU2087625088.SGD","BK4548","IE00B19Z8W00.USD","LU0198837287.USD","LU0157215616.USD","LU2756315318.SGD","LU0234570918.USD","IE00BQXX3F31.USD","BK4588","LU1989764664.SGD","LU0234572021.USD","LU0792757196.USD","LU0310799852.SGD","BK4528","BK4534","BK4532","IE00BKVL7J92.USD","LU1923623000.USD","LU1267930813.SGD","LU0557290698.USD","CRMG","LU0127658192.USD","LU1201861165.SGD","BK4608","LU0006306889.USD","LU0057025933.USD","LU2286300806.USD","LU1951200564.SGD","LU1316542783.SGD","LU1814569148.SGD","BK4581","LU0267386448.USD","LU2458330169.SGD","LU0289961442.SGD","IE00BQXX3D17.EUR","LU1551013342.USD","LU1064131342.USD","LU0980610538.SGD","IE00BZ1G4Q59.USD","LU1548497426.USD","CRM","IE00BQXX3C00.GBP","LU2361045086.USD","LU1803068979.SGD","LU1267930490.SGD","LU2244417387.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169989290","title":"异动解读 | 软件板块反弹带动，赛富时盘中大涨5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169989290","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1169989290?lang=zh_cn&edition=full","pubTime":"2026-04-14 00:33","pubTimestamp":1776098033,"startTime":"0","endTime":"0","summary":"赛富时(CRM)今日盘中大涨5.02%，成为市场关注的焦点。消息面上，美国软件股普遍上涨，从上周因人工智能担忧引发的下跌中反弹。上周，在Anthropic推出新的网络安全项目后，人工智能领域再次引发市场不安，导致软件板块整体下跌。本周市场情绪有所恢复，软件和服务板块出现反弹，赛富时作为云软件供应商，股价也随之走高。除了赛富时之外，甲骨文、微软、ServiceNow、Adobe等其他软件公司股价也普遍上涨，显示出整个板块的反弹态势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168845898","title":"应用软件股继续大跌，Fastly跌超19%，Cloudflare跌超14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168845898","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168845898?lang=zh_cn&edition=full","pubTime":"2026-04-10 22:30","pubTimestamp":1775831434,"startTime":"0","endTime":"0","summary":"Snowflake、ServiceNow跌超7%。","market":"us","thumbnail":"https://static.tigerbbs.com/b5e339ee6610a793d944481f18242b36","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b5e339ee6610a793d944481f18242b36"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"553b7f91de04b8e0178c74bd56a07752","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNOW","FSLY","NET","NOW","CRM","PLTR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154368782","title":"异动解读 | AI智能体冲击引发担忧，赛富时盘中大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154368782","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1154368782?lang=zh_cn&edition=full","pubTime":"2026-04-09 22:50","pubTimestamp":1775746236,"startTime":"0","endTime":"0","summary":"赛富时(CRM)今日盘中大跌5.01%，引起了市场的广泛关注。消息面上，人工智能公司Anthropic推出了Claude管理智能体，这是一套可组合的API套件，旨在将AI从“对话工具”升级为“可持续运行的生产系统”。该产品致力于解决企业部署智能体过程中的核心痛点——复杂性与工程成本，据称可将构建和部署智能体的效率提升10倍。这一技术进步被视为对包括赛富时在内的传统应用软件公司的潜在竞争威胁，引发了市场对该板块未来增长前景的担忧，从而导致股价承压。受此消息影响，应用软件板块普遍走低，市场正在重新评估AI技术迭代对现有软件服务商业模式的冲击。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118567035","title":"“智能体”冲击来了，应用软件股普跌，Palantir、Snowflake大跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118567035","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118567035?lang=zh_cn&edition=full","pubTime":"2026-04-09 22:46","pubTimestamp":1775746014,"startTime":"0","endTime":"0","summary":"Anthropic推出Claude管理智能体。","market":"us","thumbnail":"https://static.tigerbbs.com/86d3a4edc0e493f58a6c76c657ff80e2","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/86d3a4edc0e493f58a6c76c657ff80e2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b009242139b6996009d2215de8a5fc9e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ADBE","SAP","SNOW","CRM","NOW","DOCU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194177081","title":"AI Agent失控成催化剂，安全软件股或迎来结构性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1194177081","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194177081?lang=zh_cn&edition=full","pubTime":"2026-04-01 14:00","pubTimestamp":1775023254,"startTime":"0","endTime":"0","summary":"AI失控催生刚需，安全软件逆势突围近期，以ServiceNow、Salesforce为代表的软件巨头股价普遍承压，市场对AI颠覆传统软件商业模式的担忧持续发酵。然而，守护代理的兴起为安全软件细分领域带来结构性机会。随着企业加速部署AI代理，监控与治理需求同步攀升，安全软件有望成为AI产业链中确定性较高的受益环节。此前因AI颠覆担忧而遭抛售的软件板块，正迎来结构性分化——安全软件股或率先获得估值修复。","market":"us","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fd445c7efc59174688cd74671f8400a6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DT","MNDY","CRWD","PANW","OKTA","FTNT","S","CYBR","BUG","SHOP","WDAY","ZS","CSCO","CRM","NOW","SNOW","NET"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1133185549","title":"AI担忧蔓延至软件债务市场，部分债券价格从1美元跌至58美分","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185549","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1133185549?lang=zh_cn&edition=full","pubTime":"2026-04-01 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