异动解读｜赛富时盘中上涨3.05%，Dreamforce大会催化剂持续发酵叠加多家投行上调目标价

行情直击09-24

9月23日，赛富时盘中上涨3.05%，报240.395美元/股，成交额10.46亿美元，AI应用软件板块整体走强。

消息面上，赛富时近期在Dreamforce年度大会上密集释放利好：公司发布2030财年营收超630亿美元的长期指引，显著高于分析师此前614亿美元的共识预期；同时推出与英伟达联合开发的首个CRM推理模型KOA，并与AWS、谷歌云、OpenAI、西门子等头部企业扩大AI合作。摩根大通表示Agentforce与Data 360合计ARR已接近39亿美元。大会后多家投行上调目标价，Baird和Stifel均上调至300美元，瑞穗上调至280美元，BMO上调至285美元。不过瑞银指出AIforce定价偏高，短期转化或受限；摩根士丹利亦认为增长加速仍缺硬证据。当日Palantir涨超4%，ServiceNow涨超2%，AI应用软件板块联动上行。

（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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