异动解读｜赛富时盘中上涨3.09%，IBM引发的软件板块抛压后出现修复反弹

行情直击07-17

7月16日，赛富时盘中上涨3.09%，报172.22美元/股，成交额5.43亿美元。消息面上，此前IBM发布逊于预期的初步业绩后暴跌逾25%，引发软件板块整体承压，赛富时一度跌超5%。叠加伯恩斯坦、KeyBanc等多家机构接连下调评级，市场对AI产品Agentforce短期变现节奏产生分歧。

随着恐慌情绪消退，赛富时出现修复性反弹。支撑因素包括：公司近期获得135亿美元美国空军国防订单、高盛路演确认三季度营收加速增长确定性提升，以及与Anthropic深化AI智能体合作等多重利好。当前远期估值经历大幅压缩后，部分机构认为抛售已充分计入悲观预期。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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