<p>Salesforce Inc. (CRM) 的股票在週三遭遇重創，因為該公司的全年展望未能達到預期，投資者對其 AI 代理 Agentforce 對收益的潛在影響表示擔憂。財報發佈後，該股在盤後交易中下跌超過 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 的首席財務官 Amy Weaver 承認，Agentforce 的採用週期仍處於早期階段，公司預計在 2026 財年對收入的貢獻將是温和的。她還指出，美元走強和專業服務部門的疲軟對公司的預測造成了壓力。</p>
<p>分析師對開發成本、最終收益以及中國 AI 應用 DeepSeek 的影響表示擔憂，該應用據稱提供了更低成本的技術形式。其他人則質疑 Agentforce 在多大程度上會與人類競爭或使其失業。</p>
<p>儘管存在擔憂，一些分析師對 Salesforce 的長期前景仍持樂觀態度。Prime Capital Financial 的投資組合經理 Clayton Allison 指出，Salesforce 的積極表現可能會讓投資者對 AI 驅動更廣泛的增長和效率的潛力感到安心。Accuvest Global Advisors Inc. 的投資組合經理 Eric Clark 預計該股在未來幾年將超過 500 美元，理由是 Agentforce 的潛力以及公司穩定且可預測的增長。</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 的股票在發佈指引後大幅下跌，但一些分析師對該股的長期前景仍持樂觀態度。公司的最新指引在投資者中產生了混合的看法，有些人對 Agentforce 和公司的 AI 計劃的潛力持樂觀態度，而另一些人則對收益的潛在影響更加謹慎。</p>
<p>總之，Salesforce 最近的財報和指引在投資者中引發了混合反應，關於公司 AI 代理 Agentforce 的擔憂導致了股票的拋售。雖然一些分析師對公司的長期前景持樂觀態度，但其他人對收益的潛在影響則更加謹慎。投資者應密切關注 Agentforce 的採用和表現，以及公司的整體財務健康狀況，以評估其 AI 計劃的成功和潛力。</p>

賽富時

<p>Salesforce Inc. (CRM) 的股價在公司全年展望令投資者失望後下跌超過 5%，引發了對其人工智能代理 Agentforce 的擔憂。首席財務官艾米·韋弗（Amy Weaver）表示，Agentforce 在 2026 財年的收入貢獻預計將是温和的，受到美元走強和專業服務疲軟的影響。儘管一些分析師對開發成本和競爭表示謹慎，但其他人對 Salesforce 的長期增長潛力持樂觀態度，預計該股在未來幾年將達到 500 美元。投資者被建議密切關注 Agentforce 的採用和表現</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) 的股票在週三遭遇重創，因為該公司的全年展望未能達到預期，投資者對其 AI 代理 Agentforce 對收益的潛在影響表示擔憂。財報發佈後，該股在盤後交易中下跌超過 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 的首席財務官 Amy Weaver 承認，Agentforce 的採用週期仍處於早期階段，公司預計在 2026 財年對收入的貢獻將是温和的。她還指出，美元走強和專業服務部門的疲軟對公司的預測造成了壓力。</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>分析師對開發成本、最終收益以及中國 AI 應用 DeepSeek 的影響表示擔憂，該應用據稱提供了更低成本的技術形式。其他人則質疑 Agentforce 在多大程度上會與人類競爭或使其失業。</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>儘管存在擔憂，一些分析師對 Salesforce 的長期前景仍持樂觀態度。Prime Capital Financial 的投資組合經理 Clayton Allison 指出，Salesforce 的積極表現可能會讓投資者對 AI 驅動更廣泛的增長和效率的潛力感到安心。Accuvest Global Advisors Inc. 的投資組合經理 Eric Clark 預計該股在未來幾年將超過 500 美元，理由是 Agentforce 的潛力以及公司穩定且可預測的增長。</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 的股票在發佈指引後大幅下跌，但一些分析師對該股的長期前景仍持樂觀態度。公司的最新指引在投資者中產生了混合的看法，有些人對 Agentforce 和公司的 AI 計劃的潛力持樂觀態度，而另一些人則對收益的潛在影響更加謹慎。</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>總之，Salesforce 最近的財報和指引在投資者中引發了混合反應，關於公司 AI 代理 Agentforce 的擔憂導致了股票的拋售。雖然一些分析師對公司的長期前景持樂觀態度，但其他人對收益的潛在影響則更加謹慎。投資者應密切關注 Agentforce 的採用和表現，以及公司的整體財務健康狀況，以評估其 AI 計劃的成功和潛力。</p>
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賽富時股票拋售：華爾街對 AI 代理問題的反應