Core Viewpoint - Salesforce is experiencing significant stock volatility, with a year-to-date decline of 27% and a 12-month drop of 43%, amid broader market sell-offs and specific concerns regarding AI software competition [1][2]. Group 1: Stock Performance and Market Context - Salesforce stock dropped approximately 8% on February 3, coinciding with a 0.8% decline in the S&P 500 and a 2.4% drop in the Nasdaq Composite, driven by high-tech valuation concerns and potential government shutdowns [1][2]. - The stock is currently trading at a 52-week low of $191.35, with a price-to-earnings (P/E) ratio of 28, the lowest since the COVID-19 pandemic [8]. Group 2: AI Competition and Strategic Partnerships - The introduction of a new AI plug-in by Anthropic, which can handle legal queries and clerical tasks, has raised fears that it could disrupt traditional software models like Salesforce's [5][6]. - Despite these concerns, Salesforce is a partner with Anthropic, utilizing its Claude chatbot for its Agentforce model, which aims to enhance user experience through improved interaction [6]. Group 3: Financial Performance and Future Outlook - Salesforce reported a 114% year-over-year increase in annual recurring revenue for Agentforce and Data 360, reaching $1.4 billion, with Agentforce accounts growing by 70% quarter over quarter [9]. - The company's remaining performance obligation pipeline increased by 11% to $29.4 billion, and it raised its fiscal 2026 revenue guidance, indicating potential for recovery [9]. - Salesforce recently secured a $5.6 billion contract with the U.S. Army, further bolstering its financial outlook [9].

超过80%的IT领导者认为，由于集成挑战和数据孤岛问题，AI智能体的快速扩张将带来比价值更多的复 杂性，这是根据周四发布的《2026年Salesforce连接基准报告》得出的结论。该公司与Vanson Bourne和 德勤数字合作，对1050名IT领导者进行了调研。 企业平均使用12个智能体，预计到2027年这一数字将增加到20个。然而，根据96%的IT领导者反馈，智 能体AI的长期有效性取决于数据集成。平均每个组织管理着957个应用程序，但由于数据分散，只有 27%的应用程序实现了连接，这意味着智能体无法获得所需的数据。 几乎所有企业在AI应用案例中都遇到数据壁垒，64%的IT领导者对实现AI部署目标的能力表示担忧。 随着企业继续采用AI智能体，IT领导者面临着协调和支持多智能体生态系统的日益严峻挑战。 Salesforce报告发现，孤立工作的智能体可能导致工作流程脱节、自动化冗余以及影子AI风险增加—— 即未经授权使用AI工具。 整合孤立的应用程序和数据仍然是35%受访者的主要障碍。根据报告，IT领导者正在评估API作为连接 AI智能体的一种方法。三分之一的IT团队已经在使用API加速跨系统集成。 更广泛 ...

Bet_Noire/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Rena Sherbill: It's great to have you talk to us. We've got Bitcoin, we've ...

Key Takeaways MSFT and other software leaders sank as AI fears sparked a $1T sell-off dubbed software-mageddon. Market volatility surged as the VIX jumped 17% to 21.77, its highest level since late November. Rotation out of technology into staples and value boosts demand for low-volatility ETFs like SPLV. A massive sell-off in shares of tech giants, such as Microsoft (MSFT) , Salesforce (CRM) , and ServiceNow (NOW) , wiped out nearly $1 trillion in industry value in just a week, marking a dramatic shift in ...

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO ，作者：发现明日产品的 全球资本市场对软件板块进行了无差别的抛售。Salesforce、Workday、Intuit……这些过去十年美股 最坚挺的收租公，在短短一天内市值蒸发近2580亿美元（折合人民币19785.13亿元）。 抛售潮来得异常凶猛。美股软件股2月3日率先跳水，标普北美软件指数连续三周收跌，1月累计跌幅 达15%，创下2008年以来最差单月表现。紧接着，恐慌蔓延至亚太市场，多家行业龙头股价暴跌。 引发海啸的那只蝴蝶，叫Claude Cowork。 这是Anthropic在2026年开年甩出的王炸，一个桌面智能体应用。简单说，它不再是一个只会在对话 框里陪你聊天的「大脑」，它开始具备了点击鼠标、管理文件、操作软件的「手脚」。 上周，Anthropic发布了11款针对特定岗位的插件，覆盖法律、销售、财务、市场营销等核心业务领 域。尤其是它推出的「法律插件」，表现得太像一个熟练的高知白领了。 通过 ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver.  Salesforce, Inc. (NYSE:CRM) is one of the stocks that Jim Cramer discussed. Customer relationship management software Salesforce, Inc. (NYSE:CRM)’s shares are among the poorest performers in the market. They are down by 42% over the past year and by 21% year-to-date. Piper Sandler cut the share price target to $280 from $315 and maintained an Overweight rating on the shares in early February. The financia ...

来源：国际投行研究报告 雅诗兰黛下跌19% 增长恐慌拖累美股再次下跌！ 疲软的劳动力市场数据和对AI的忧虑进一步拉低美国股市，标普500指数年内转跌。软件股也再次大幅 下跌；比特币下跌13%，拖累Strategy股价下跌19%。 标普500指数信息技术板块下跌1.7%。微软(Microsoft)下跌5%，Salesforce回落4.7%。这轮跌势继续冲击 半导体公司，包括Advanced Micro Devices，该公司收盘下跌3.9%；以及英伟达(Nvidia)，该公司收盘下 跌1.4%。 Alphabet股价下跌0.5%，此前这家谷歌(Google)的母公司表示，今年可能进行最高可达1,850亿美元的人 工智能相关资本投资。高通(Qualcomm)发布的疲软预测拖累了这家芯片制造商的股价，其股价下跌了 8.5%。 雅诗兰黛(Estée Lauder)股价下跌19%，在标普500指数成份股中跌幅最大，此前这家美妆集团表示，预 计今年与关税相关的不利因素将使其利润减少约1亿美元。发动机制造商康明斯(Cummins)股价下跌 11%，创下自2020年3月新冠疫情爆发之初以来的最大单日百分比跌幅。 投资者涌入公 ...

Core Viewpoint - The panic in tech stocks is primarily due to a misunderstanding of AI models like Claude and ChatGPT, leading to significant undervaluation of certain stocks [1] Group 1 - The current market situation has resulted in very cheap stocks within the tech sector [1]

本周，科技巨头的CEO们对AI将蒸发老牌软件公司竞争护城河的担忧嗤之以鼻，尽管这些公司的股票 在长达数月的剧烈抛售中暴跌。 周二在旧金山举行的思科（CSCO）AI峰会上，英伟达（NVDA）CEO黄仁勋表示："有一种观点认为工 具行业正在衰退，并将被AI取代……这是世界上最不合逻辑的事情，时间会证明一切。" 本周，Palantir（PLTR）和甲骨文（ORCL）领跌大型企业软件股，过去三个交易日均下跌约12%。在此 期间，Salesforce（CRM）、SAP（SAP）、ServiceNow（NOW）、Snowflake（SNOW）和微软 （MSFT）也大幅下挫。 投资者担心，此类软件即服务（SaaS）公司的客户可能会利用Anthropic的Claude Code等大型语言模型 提供商的AI工具，开发内部软件解决方案，从而减少对Salesforce等供应商的依赖。还有人担心，AI正 在降低全新软件参与者的门槛。包括Aurasell和Artisan AI等初创公司的AI原生平台可能会直接挑战老牌 公司的竞争优势。 他继续说道："如果你是人类或机器人，你会使用工具还是重新发明工具？答案显然是使用工具……比 如Ser ...

The Anthropic AI logo is displayed on a mobile phone with a visual digital background.The software sector faced renewed market concerns this week after artificial intelligence company Anthropic released new AI tools, triggering a sell-off in software-as-a-service and data provider stocks. Anthropic's new AI tools, built for its Claude "Cowork" AI agent, are designed to handle complex professional workflows that many software and data providers sell as core products.The tools and other similar AI agents targ ...