异动解读｜赛富时盘中上涨3.11%，Q2业绩大超预期叠加机构密集上调目标价延续涨势

行情直击08-28

8月28日，赛富时盘中上涨3.11%，报259.795美元/股，成交额15.77亿美元。公司此前发布第二财季财报，业绩与指引双双大超预期，叠加机构密集上调目标价，股价延续强势。

财报显示，赛富时Q2营收113.5亿美元，同比增长11%；调整后每股收益5.90美元，远超市场预期的3.27美元。公司同步上调全年营收指引至461亿至464亿美元，EPS指引16.67至16.71美元。此外，公司宣布与Anthropic扩大战略合作推出Claudeforce产品，AI及数据产品ARR接近40亿美元。Truist Securities将目标价上调至300美元，TD Cowen上调至280美元，Loop Capital上调至250美元。RBC指出修正后的指引隐含3亿美元上行空间，其中1亿美元来自Agentforce等有机增长动力。

（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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