赛富时(CRM.US)财报超预期却遇股价重挫平淡销售指引加剧AI时代竞争忧虑

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智通财经APP获悉，在交出优于预期的季度财报的同时，由于对新财年的销售增长展望未能打动投资者，美国客户关系管理软件巨头赛富时(CRM.US)周三盘后股价大幅下挫。市场愈发担忧，在人工智能(AI)时代，这家传统软件巨头可能会在与新锐竞争对手的角逐中失去优势。年度指引平淡，AI竞争忧虑升温根据发布的声明，赛富时预计截至2027年1月的财年营收约为460亿美元。这一预测虽然与分析师的预期基本持平，但未能...

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Wettemann表示。上调2030年目标 启动500亿回购尽管面临市场担忧，赛富时对短期前景仍给出了乐观指引。公司预计第一财季营收为110.3亿至110.8亿美元，调整后每股收益为3.11至3.13美元，均高于分析师预期。同时，公司预计全年营收增长率为10%至11%，并预期下半年“有机增长将重新加速”。此外，面对股价的持续下跌——今年以来已累计下跌约28%，赛富时宣布了一项新的500亿美元股票回购计划，并将季度股息提高至每股44美分。公司表示，这些举措“强化了我们为股东创造重大价值的承诺”。首席执行官Marc  Benioff在分析师电话会议上直言，进行回购是因为“现在的价格很低”。公司还披露，其对AI初创公司Anthropic的投资在本季度带来了8.11亿美元的收益，并已追加投资，目前持股比例约为1%。Benioff在声明中强调，公司正稳步朝着2030财年实现630亿美元年营收的目标迈进，这一数字高于此前预期的600亿美元，也超过了华尔街当前约590.7亿美元的预期。Benioff称，智能体AI是推动增长的动力之一。摩根士丹利的分析师在一份报告中也维持了对赛富时的“买入”评级，并指出与合作伙伴的沟通显示，其AI业务的推广“仍处于早期阶段”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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赛富时(CRM.US)财报超预期却遇股价重挫 平淡销售指引加剧AI时代竞争忧虑

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赛富时(CRM.US)财报超预期却遇股价重挫平淡销售指引加剧AI时代竞争忧虑