<p>Salesforce Inc. (CRM) 的股票在周三遭遇重创，因为该公司的全年展望未能达到预期，投资者对其 AI 代理 Agentforce 对收益的潜在影响表示担忧。财报发布后，该股在盘后交易中下跌超过 5%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca415c80bc001.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca415c80bc001.png"/></p>
<p>Salesforce 的首席财务官 Amy Weaver 承认，Agentforce 的采用周期仍处于早期阶段，公司预计在 2026 财年对收入的贡献将是温和的。她还指出，美元走强和专业服务部门的疲软对公司的预测造成了压力。</p>
<p>分析师对开发成本、最终收益以及中国 AI 应用 DeepSeek 的影响表示担忧，该应用据称提供了更低成本的技术形式。其他人则质疑 Agentforce 在多大程度上会与人类竞争或使其失业。</p>
<p>尽管存在担忧，一些分析师对 Salesforce 的长期前景仍持乐观态度。Prime Capital Financial 的投资组合经理 Clayton Allison 指出，Salesforce 的积极表现可能会让投资者对 AI 驱动更广泛的增长和效率的潜力感到安心。Accuvest Global Advisors Inc. 的投资组合经理 Eric Clark 预计该股在未来几年将超过 500 美元，理由是 Agentforce 的潜力以及公司稳定且可预测的增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca4222ec20001.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca4222ec20001.png"/></p>
<p>Salesforce 的股票在发布指引后大幅下跌，但一些分析师对该股的长期前景仍持乐观态度。公司的最新指引在投资者中产生了混合的看法，有些人对 Agentforce 和公司的 AI 计划的潜力持乐观态度，而另一些人则对收益的潜在影响更加谨慎。</p>
<p>总之，Salesforce 最近的财报和指引在投资者中引发了混合反应，关于公司 AI 代理 Agentforce 的担忧导致了股票的抛售。虽然一些分析师对公司的长期前景持乐观态度，但其他人对收益的潜在影响则更加谨慎。投资者应密切关注 Agentforce 的采用和表现，以及公司的整体财务健康状况，以评估其 AI 计划的成功和潜力。</p>

赛富时

<p>Salesforce Inc. (CRM) 的股价在公司全年展望令投资者失望后下跌超过 5%，引发了对其人工智能代理 Agentforce 的担忧。首席财务官艾米·韦弗（Amy Weaver）表示，Agentforce 在 2026 财年的收入贡献预计将是温和的，受到美元走强和专业服务疲软的影响。尽管一些分析师对开发成本和竞争表示谨慎，但其他人对 Salesforce 的长期增长潜力持乐观态度，预计该股在未来几年将达到 500 美元。投资者被建议密切关注 Agentforce 的采用和表现</p>

<p>Salesforce Inc. (CRM) shares took a hit on Wednesday after the company's full-year outlook fell short of expectations, with investors expressing concerns about the potential impact of its AI agent, agentforce, on earnings. The stock fell more than 5% in after-hours trading following the earnings report, which showed a modest contribution from Agentforce in the near term.</p>
<div class="lb-trans"><p>Salesforce Inc. (CRM) 的股票在周三遭遇重创，因为该公司的全年展望未能达到预期，投资者对其 AI 代理 Agentforce 对收益的潜在影响表示担忧。财报发布后，该股在盘后交易中下跌超过 5%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca415c80bc001.png" alt="" original-src="https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca415c80bc001.png"/></p>
<p>Salesforce's Chief Financial Officer, Amy Weaver, acknowledged that the adoption cycle for Agentforce is still early, and the company is assuming a modest contribution to revenue in fiscal '26. She also noted that the stronger U.S. dollar and weakness in the professional-services segment weighed on the company's forecast.</p>
<div class="lb-trans"><p>Salesforce 的首席财务官 Amy Weaver 承认，Agentforce 的采用周期仍处于早期阶段，公司预计在 2026 财年对收入的贡献将是温和的。她还指出，美元走强和专业服务部门的疲软对公司的预测造成了压力。</p>
</div><p>Analysts have raised concerns about the costs of development, the eventual payoff, and the implications of China-based AI app DeepSeek, which purportedly offers a lower-cost form of the technology. Others have questioned the extent to which Agentforce would compete with humans or put them out of work.</p>
<div class="lb-trans"><p>分析师对开发成本、最终收益以及中国 AI 应用 DeepSeek 的影响表示担忧，该应用据称提供了更低成本的技术形式。其他人则质疑 Agentforce 在多大程度上会与人类竞争或使其失业。</p>
</div><p>Despite the concerns, some analysts remain bullish on Salesforce's long-term prospects. Clayton Allison, portfolio manager at Prime Capital Financial, noted that a positive read from salesforce could reassure investors about the potential of AI to drive growth and efficiency more broadly. Eric Clark, portfolio manager at Accuvest Global Advisors Inc., expects the stock to top US$500 over the next couple of years, citing the potential of Agentforce and the company's stable and predictable growth.</p>
<div class="lb-trans"><p>尽管存在担忧，一些分析师对 Salesforce 的长期前景仍持乐观态度。Prime Capital Financial 的投资组合经理 Clayton Allison 指出，Salesforce 的积极表现可能会让投资者对 AI 驱动更广泛的增长和效率的潜力感到安心。Accuvest Global Advisors Inc. 的投资组合经理 Eric Clark 预计该股在未来几年将超过 500 美元，理由是 Agentforce 的潜力以及公司稳定且可预测的增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca4222ec20001.png" alt="" original-src="https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-1a4ca4222ec20001.png"/></p>
<p>Salesforce's shares have seen a significant drop following the guidance, but some analysts remain bullish on the stock's long-term prospects. The company's recent guidance has created a mixed perception among investors, with some optimistic about the potential of Agentforce and the company's AI initiatives, while others are more cautious about the potential impact on earnings.</p>
<div class="lb-trans"><p>Salesforce 的股票在发布指引后大幅下跌，但一些分析师对该股的长期前景仍持乐观态度。公司的最新指引在投资者中产生了混合的看法，有些人对 Agentforce 和公司的 AI 计划的潜力持乐观态度，而另一些人则对收益的潜在影响更加谨慎。</p>
</div><p>In conclusion, Salesforce's recent earnings report and guidance have sparked a mixed reaction among investors, with concerns about the company's AI agent, Agentforce, driving the stock sell-off. While some analysts remain bullish on the company's long-term prospects, others are more cautious about the potential impact on earnings. Investors should closely monitor the adoption and performance of Agentforce, as well as the company's overall financial health, to evaluate the success and potential of its AI initiatives.</p>
<div class="lb-trans"><p>总之，Salesforce 最近的财报和指引在投资者中引发了混合反应，关于公司 AI 代理 Agentforce 的担忧导致了股票的抛售。虽然一些分析师对公司的长期前景持乐观态度，但其他人对收益的潜在影响则更加谨慎。投资者应密切关注 Agentforce 的采用和表现，以及公司的整体财务健康状况，以评估其 AI 计划的成功和潜力。</p>
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赛富时股票抛售：华尔街对 AI 代理问题的反应