赛富时欲摆脱“AI落后者”标签，豪掷150亿美元加码布局AI智能体_老虎社区_美港股上老虎

赛富时欲摆脱“AI落后者”标签，豪掷150亿美元加码布局AI智能体

智通财经2025-10-14

10月14日，专注于客户关系管理软件(CRM)领域的美国云软件巨头赛富时(CRM.US)周一公布了一项未来五年在美国旧金山投资高达150亿美元的宏大“人工智能智能体”投资计划。这家被市场投资者们贴上“AI落后者”标签的美国软件行业领军者正在竭尽全力布局生成式AI应用软件以及AI智能体，力争像OpenAI以及微软那样“吞噬世界”而不是“被AI吞噬”。据了解，该公司的最新举措包括在旧金山大型园区启动...

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个月把企业端的大规模adoption转化为可验证的营收与企业经营效率红利，毋庸置疑的是，当前市场对赛富时公司的AI变现节奏仍持审慎态度，这一点集中体现在赛富时股价自今年以来的多数时间处于疲软阶段，今年以来该公司股价在纳斯达克100指数延续牛市步伐之际跌超30%。从目前技术轨迹来看，AI应用软件的发展方向集中于“生成式AI应用软件”(比如DeepSeek、ChatGPT、Sora以及Anthropic推出的Claude等火爆全球的AI应用软件)，以及在生成式AI基础上，AI功能从聊天框式一问一答转向“自主执行各种繁琐与复杂任务的AI智能体”。具体的AI应用逻辑而言，未来覆盖B端或者C端的各行各业杀手级生成式AI应用，以及极有可能大幅推高人类社会生产率的“AI智能体”大概率呈现井喷爆发之势，这也是为什么全球资金2024年以来大规模涌向一些核心软件股。企业们对于提高效率和降低运营成本的迫切需求，在近期可谓极大力度推进AI应用软件两大核心类别——生成式AI应用与AI智能体的广泛应用。尤其是以OpenAI Deep Research以及Manus为代表的AI智能体，能够自动化重复性任务、基于无比强大的AI大模型实现大数据分析与汇总，并且提供实时的监控洞察报告以及在极短时间内对极端的复杂情况做出合适决策，从而提升企业经营效率。AI智能体还能够高效率参与全球各领域大型项目从蓝图规划到落地的全阶段，大幅加快项目进度。自2024年以来，受益于市场对人工智能应用软件需求的加速扩张趋势，聚焦于“AI+数字广告”领域的广告营销服务提供商APPlovin与聚焦“AI+数据分析”领军者Palantir今年均公布了无比强劲的业绩数据以及未来业绩展望，意味着不仅以英伟达AI 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