<div id="readability-page-1">Major layoffs announced: Cloudflare will cut over 1,100 jobs, about 20% of staff, to realign operations around AI-native workflows. Market reacts sharply: Shares plunged 24% after record highs as investors weighed strong Q1 results against weak Q2 guidance and restructuring costs. Analyst opinions split: Some brokerages see a strategic pivot toward long-term gains; others flag execution risks and potential sales disruption.</div>

<p>Cloudflare 宣布将裁员超过 1,100 名员工，约占其员工总数的 20%，以专注于人工智能原生业务。尽管第一季度业绩强劲，但在这一消息发布后，股价下跌了 24%，投资者考虑到第二季度的疲软指引和重组成本。分析师们意见不一，有些人将这一转变视为战略上的长期收益，而另一些人则对执行风险和潜在的销售中断表示担忧</p>

Cloudflare 的以 AI 为主的改革引发股价大幅下跌，分析师意见分歧