首席财务官Robin Washington在财报后访谈中表示，大型企业及受监管行业对部署AI工具持谨慎态度， 需要一定时间才能放心采用。她透露，赛富时已新增了更多定价方案，并招聘了额外的销售人员，以推 动该工具的普及。 智通财经APP获悉，赛富时(CRM.US)最新公布的季度营收展望未达市场预期，这一迹象表明，面对新 兴人工智能(AI)企业的激烈竞争，其AI产品尚未实现预期中的市场回报。 该公司周三发布声明称，在截至10月的本财季中，营收预计将达到102亿至103亿美元。这一数字略低于 华尔街103亿美元的平均预期。作为衡量订单量的指标，当前剩余履约义务将增长"略高于"10%，与分 析师预测基本持平。 随着AI颠覆传统软件行业的声浪渐强，投资者日益担忧传统软件商将被AI新锐取代。像赛富时这样按 用户数收费的软件企业面临最大质疑——市场普遍认为AI技术将接管其现有产品功能，导致客户企业 减少人力资源投入。 巴克莱分析师Raimo Lenso在财报后研报中指出："投资者需要关注Agentforce的具体运营数据，并期待 下月Dreamforce大会能带来更多利好。"这款于去年末推出的AI工具能自主完成销售开发和客 ...

Core Viewpoint - Company 37 Interactive Entertainment (002555.SZ) announced that its wholly-owned subsidiary, 37 Starseek, plans to invest in SX Global Flagship Fund II L.P. with a maximum investment of $10 million, representing approximately 3.33% of the fund's total expected size of $300 million [1] Group 1 - The total expected size of SX Global Flagship Fund II L.P. is projected to be no more than $300 million [1] - 37 Starseek will contribute up to $10 million from its own funds to subscribe for shares in the fund [1] - SX Global Advisors Limited will act as the general partner and will contribute no less than 2% of the total committed capital of the fund [1] Group 2 - The fund will focus on investing in cutting-edge technology, Software as a Service (SaaS), and other technology-related sectors [1] - This investment aligns with the company's strategic layout in the frontier technology field and aims to achieve capital appreciation [1]

Group 1 - The core point of the article is that 37Starseek, a wholly-owned subsidiary of Sanqi Interactive Entertainment, plans to invest in SX Global Flagship Fund II L.P. with a commitment of up to $10 million [1] - SX Global Flagship Fund II L.P. has a total expected size of no more than $300 million, with SX Global Advisors Limited as the general partner contributing at least 2% of the total committed capital [1] - The fund will focus on investing in high-quality companies in cutting-edge technology, Software as a Service (SaaS), and other tech-related fields to align with the company's strategic layout in frontier technology and achieve capital appreciation [1] Group 2 - SX Global Advisors Limited, the general partner of the fund, specializes in researching business data and transaction opportunities of leading technology companies and has investment experience in the fields of frontier technology, SaaS, and other tech sectors [1]

Core Viewpoint - The company, 37 Interactive Entertainment (三七互娱), announced an investment of up to $10 million in the SX Global Flagship Fund II L.P., which has a total expected scale of up to $300 million, focusing on cutting-edge technology, Software as a Service (SaaS), and other tech-related fields [1] Company Summary - 37 Interactive Entertainment's wholly-owned subsidiary, 37Starseek Co., Limited, will utilize its own funds for the investment [1] - The investment aligns with the company's strategy to engage in advanced technology sectors and diversify its investment portfolio [1] Industry Summary - The SX Global Flagship Fund II L.P. is expected to target investments in frontier technology and SaaS, indicating a growing interest in these sectors within the investment landscape [1] - The total fund size of up to $300 million reflects significant capital allocation towards technology-driven opportunities [1]

Investment Rating - The report does not explicitly provide an investment rating for the insurance industry Core Insights - The insurance market is undergoing significant transformation, with only 30% of companies actively pursuing digital transformation to enhance customer experience and service [6] - Embedded insurance is emerging as a key business model, allowing insurance products to be integrated into third-party experiences, which is expected to drive growth in the sector [7][21] - The rise of ecosystems and platforms is reshaping the insurance landscape, with projections indicating that ecosystem economies will account for 30% of global revenue by 2025 [9][17] Summary by Sections 1. Introduction - The insurance industry faces unprecedented challenges due to evolving customer touchpoints, changing product expectations, and intense competition [6] 2. Insurance Everywhere - The insurance sector has lagged in digitalization compared to other industries, but recent efforts are being made to modernize products and services [7] - The integration of insurance into various platforms is crucial for reaching consumers through new channels [9] 3. Opportunities - Increased integration between financial systems and policy creation is making insurance a vital component of many industry processes [11] - Embracing technology is essential for insurance companies to offer comprehensive and personalized policies [11] 4. New Business Models of Embedded Insurance - The global embedded insurance market is projected to reach $3 trillion by 2030, indicating a significant expansion of market boundaries [21] - Embedded insurance allows for seamless integration into purchasing processes, enhancing accessibility for consumers [21] 5. Personalization of Insurance - There is a growing demand for seamless and personalized sales experiences in insurance, necessitating simple and intuitive product designs [24][28] 6. Expanding Multi-Channel Combinations - Modern consumers expect a seamless experience across all touchpoints, yet many insurance companies still rely on outdated technologies [27][29] 7. Leveraging Cloud Potential - Cloud computing is identified as a major accelerator for the insurance industry, enabling faster processes and product development [31] - A significant portion of insurance companies plan to migrate their infrastructure to the cloud in the coming years [33] 8. Exploring SaaS Potential - Transitioning to a Software as a Service (SaaS) model can enhance agility and responsiveness to market demands [36] 9. AI and Advanced Technologies - The adoption of AI in the insurance sector is still limited, with only a small percentage of companies investing in this technology [38] 10. Winning New Rules - The future of the insurance industry will focus on providing value and integrating more deeply into consumers' daily lives [43][44] 11. SAP Fioneer Solutions - SAP Fioneer offers cloud-native solutions that enhance scalability and flexibility for insurance companies, enabling them to innovate rapidly [46]