异动解读｜赛富时盘中下跌3.06%，摩根士丹利大幅下调评级及目标价

行情直击07-22 01:16

7月21日，赛富时盘中下跌3.06%，报168.52美元/股，成交额7.67亿美元。

消息面上，摩根士丹利将赛富时评级由"增持"下调至"持有"，目标价由287美元大幅削减至185美元，降幅逾35%。分析师指出，尽管赛富时AI代理产品Agentforce关键绩效指标表现强劲，但旧有业务组合的持续低迷抹平了AI增量贡献，整体有机营收增长曲线仍未出现拐点，预计股价将维持区间震荡。

此前，伯恩斯坦、KeyBanc已接连下调赛富时评级，Evercore ISI亦将目标价由260美元降至250美元，叠加IBM业绩不及预期引发SaaS板块系统性抛售，多重利空持续压制估值修复空间。

（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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