人工智能软件公司C3.ai(股票代码:AI)今日盘中暴跌5.04%,引发市场广泛关注。
造成C3.ai股价大跌的主要原因是,权威分析机构KeyBanc Capital Markets将该股评级从"行业权重"下调至"减持",目标价定为29美元。分析师担心该公司与微软的合作关系不会产生实质性结果,并对其订阅收入增长放缓表示忧虑。
KeyBanc认为,考虑到不包括预付许可在内的C3.ai订阅收入增长已经放缓,加上微软平台的亏损和潜在风险,C3.ai与微软的合作关系难以带来显著收益。因此,分析师下调了对该公司在26财年和27财年收入的预期。
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