赛富时股东大会召开在即，增长前景及AI机遇引关注

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赛富时将于美东时间6月27日(周四)下午2:00召开年度股东大会。届时，投资者将就高管薪酬、董事会改选、恢复员工激励计划以及维权投资者提案进行投票。此次股东大会还可能为该公司管理层提供一个机会，以向投资者保证该公司有望在人工智能时代获益。目前，这家客户关系管理提供商面临着充满挑战的宏观环境，投资者们担心其增长将放缓。1、高管薪酬赛富时股东们将对包括首席执行官Marc Benioff在内的高管的薪酬...

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Benioff是赛富时高管中薪酬最高的，其次是首席运营官Brian Millham，其薪酬超过1640万美元。就在几周前，特斯拉(TSLA.US)股东批准了首席执行官埃隆·马斯克近560亿美元的薪酬方案，这让高管薪酬成为人们关注的焦点。2、董事会改选，员工激励计划等包括Marc Benioff在内的13名赛富时现任董事将面临改选。此外，股东们还将对2013年首次通过的一项股权激励计划进行重新修订投票。该计划将增加3600万股股票的预留发行数量，并延长计划期限。该公司报告称，截至3月底，约94%的未偿股权奖励由高管或董事以外的员工持有。股东们还将投票批准一项修正案，根据公司注册地特拉华州最近的法律变化，更新一些高管的免责责任。3、维权投资者提案根据提交给美国证券交易委员会(SEC)的委托书，维权投资者提出了三份股东提案。其中，非盈利组织美国国家法律和政策中心(National Legal and Policy Center)提出，要求由两个人分别担任公司董事会主席和首席执行官，目前这两个职位均由Marc Benioff担任。该组织还要求在明年内提交一份董事会评估报告，评估“公司如何监督因用户或客户的观点被归类为‘仇恨言论’、‘错误信息’或其他相关术语而拒绝或限制向其提供服务的相关风险”，以及 “此类风险如何影响公司业务和用户或客户受宪法保护的公民权利”。此外，投资者John Chevedden引入了一项“寻求股东批准高级管理人员新的或更新薪酬方案的政策”。该政策规定，“黄金降落伞”(高层管理人员因公司控制权变动而获得的经济补偿，如解职费、股票期权等)的估计价值超过高管基本工资加目标短期奖金总和的2.99倍。股东们将投票决定批准或拒绝这些提案。赛富时则建议投资者对这三项提案都投反对票。据悉，Marc Benioff和赛富时经常面临维权投资者的审查。4、增长前景令人担忧 公司如何搭上AI浪潮?赛富时在5月底公布了2025财年第一季度业绩。财报显示，该公司第一季度营收同比增长10.7%至91.3亿美元，不及市场预期的91.5亿美元;调整后的每股收益为2.44美元，高于市场预期的2.34美元。但该公司表示，预计第二季度营收将增长8%至92.5亿美元，这将是赛富时上市近20年来首次个位数百分比的季度营收增长。这加剧了市场对该公司能否在行业转向人工智能工具之际保持领先地位的担忧。赛富时最近加倍关注人工智能作为增长机会，于6月初宣布计划在伦敦开设第一家人工智能中心。该公司表示，它将在人工智能时代处于有利地位。该公司管理层将利用此次股东大会来缓解投资者对增长放缓的担忧，并强调人工智能给其带来的机会。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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