---
title: "Cloudflare 的以 AI 為主的改革引發股價大幅下跌，分析師意見分歧"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286094514.md"
description: "Cloudflare 宣佈將裁員超過 1,100 名員工，約佔其員工總數的 20%，以專注於人工智能原生業務。儘管第一季度業績強勁，但在這一消息發佈後，股價下跌了 24%，投資者考慮到第二季度的疲軟指引和重組成本。分析師們意見不一，有些人將這一轉變視為戰略上的長期收益，而另一些人則對執行風險和潛在的銷售中斷表示擔憂"
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 為主的改革引發股價大幅下跌，分析師意見分歧

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.

### 相關股票

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

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