异动解读 | 券商接连下调目标价，赛富时盘中大跌5.02%

异动解读02-23

赛富时(CRM)今日盘中股价大跌5.02%，引发了市场关注。

消息面上，两家主要券商在同一天下调了该公司的目标价。杰富瑞(Jefferies)在报告中下调了包括赛富时在内的多家软件股的目标价，并将担忧人工智能可能对软件行业造成颠覆列为原因之一。与此同时，摩根士丹利(Morgan Stanley)也大幅下调了赛富时的目标价，从398美元降至287美元。

这些评级和目标价的调整反映了市场对软件行业，特别是面临人工智能技术潜在冲击的公司的重新评估与担忧，直接影响了赛富时的股价表现。

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