---
title: "Cloudflare 的以 AI 为主的改革引发股价大幅下跌，分析师意见分歧"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286094514.md"
description: "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"
datetime: "2026-05-12T11:59:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286094514.md)
  - [en](https://longbridge.com/en/news/286094514.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286094514.md)
---

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

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.

### 相关股票

- [NET.US](https://longbridge.com/zh-CN/quote/NET.US.md)

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