利空突袭！美股AI明星股业绩爆雷，超级巨头也遭抛售

Group 1: Figma and C3.ai Performance Issues - Figma's stock dropped over 21% due to disappointing Q2 revenue of $249.6 million, which grew 41% year-over-year but fell short of Wall Street expectations [1] - C3.ai's stock fell over 11% after reporting Q1 revenue of $70.3 million, significantly below the expected $104.2 million, with a net loss of $0.37 per share compared to the anticipated loss of $0.20 [2][3] - C3.ai's subscription revenue was $60.3 million, making up 86% of total revenue, while its GAAP gross profit was $26.4 million with a gross margin of 38% [2] Group 2: Salesforce's Financial Performance - Salesforce's stock dropped over 7% after reporting Q2 revenue of $10.24 billion, a 9.8% year-over-year increase, which was above analyst expectations of $10.14 billion [4] - The company’s adjusted earnings per share were $2.91, exceeding the expected $2.78, but free cash flow fell 20% year-over-year to $610 million, significantly below expectations [4][5] - Salesforce's annual recurring revenue from its data cloud and AI segment was $1.2 billion, and the company announced an expansion of its stock buyback program to $50 billion [4] Group 3: Market Concerns and Future Outlook - Analysts express concerns that traditional software companies like Salesforce may be at risk of being replaced by emerging AI firms, as evidenced by stagnant sales growth for four consecutive quarters [5][6] - Salesforce's Q3 revenue guidance is projected between $10.24 billion and $10.29 billion, indicating a year-over-year growth of 8% to 9%, which is below analyst expectations [6] - Salesforce's CEO highlighted a significant increase in customer adoption of AI tools, indicating a transformative period for the industry, while the CFO noted that large enterprises are cautious about adopting AI solutions [6]