异动解读 | 分析师下调评级，赛富时盘中大跌超5%
企业云计算巨头赛富时今日盘中大跌，跌幅超过5%，引发市场关注。此次股价下跌主要受到分析师评级下调的影响。
投资银行D.A. Davidson将赛富时的股票评级从"中性"下调至"表现不佳"，同时将目标价从250美元下调至200美元，较前一交易日收盘价下调19%。分析师表示，赛富时正在忽视其核心业务，过度追求人工智能（AI）机会，这可能会对公司整体业务造成负面影响。
值得注意的是，赛富时近期将重点放在其自主人工智能应用Agentforce上。虽然基于AI对未来应用软件的变革潜力，这一战略具有一定意义，但分析师担心公司将全部押注于此可能会牺牲其他98%的业务。此外，有客户反馈Agentforce在部署过程中存在重大障碍，这也引发了市场对赛富时AI战略的担忧。截至上一交易日收盘，赛富时股价今年已下跌26%。
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