软件制造商SAP公布其云产品的增长高于预期，这表明人工智能的繁荣并未削弱市场对其产品需求。
SE reported higher growth for its cloud products than anticipated in a sign that the boom in artificial intelligence hasn’t undermined demand for the German software maker’s offerings.
这家欧洲最大的软件公司周三在一份声明中表示，第三季度云业务收入按固定汇率计算增长了25%，达到66.7亿欧元（约合74.9亿美元）。根据彭博社汇编的数据，分析师此前的平均预期为65.7亿欧元。
Cloud revenue grew 25% in constant currencies to €6.67 billion ($7.49 billion) in the third quarter, Europe’s biggest software company said in a statement Wednesday. That compares with the average analyst forecast of €6.57 billion, according to data compiled by Bloomberg.
此前今年早些时候曾发生被称为“SaaS末日”（SaaSpocalypse）的软件股大跌，由于担心强大的人工智能新工具将取代传统应用，导致SAP股价暴跌，而目前股价已经反弹。总部位于德国瓦尔多夫的SAP一直在首席执行官克里斯蒂安·克莱因（Christian Klein）的推动下围绕人工智能进行重组。此前客户采用SAP人工智能工具的速度较慢，并批评其性价比不高，克莱因因此直接监督了这一新技术的开发。
SAP shares have bounced back after the so-called SaaSpocalypse, a major software stock selloff earlier this year driven by fears that powerful new AI tools would supersede traditional applications. Chief Executive Officer Christian Klein has pushed the Walldorf, Germany-based company to reorganize around AI, directly overseeing the development of the new technology after customers were slow to adopt SAP’s AI tools and criticized their value-for-money.
SAP股价周三在法兰克福收盘报208.65欧元。该股较7月23日的低点已上涨超过60%。
SAP shares closed at €208.65 on Wednesday in Frankfurt. The stock has gained more than 60% from its July 23 low.
当前的云业务订单储备（衡量未来12个月销售增长的一项指标）为241亿欧元，按固定汇率计算增长了26%。SAP此前曾表示，随着客户完成转型，这一数字将会下降。克莱因曾表示，人工智能对未来的增长至关重要。
The current cloud backlog, a measure of sales growth coming in the next 12 months, came in at €24.1 billion, up 26% in constant currencies. SAP has previously said the number will come in lower as customers complete the transition. Klein has said AI will be critical for future growth.
德意志银行旗下的TD考恩（TD Cowen）分析师德里克·伍德（Derrick Wood）等人在财报发布前的一份报告中表示，SAP人工智能工具的采用“进展比许多其他企业人工智能产品要好，尽管仍然不是预订量的主导驱动力”。
Adoption of SAP’s AI tools is “progressing better than many other enterprise AI products, though still not a primary driver of bookings,” TD Cowen analysts including Derrick Wood said in a note before the results.
SAP开发用于运行财务、人力资源和其他核心业务功能的企业软件。近年来，该公司一直在鼓励客户从安装在本地服务器上的旧软件系统转向云端。SAP目前的大部分收入来自远程访问，并计划在明年终止对旧产品的常规支持，之后维护旧服务的成本将会更高。
SAP develops enterprise software to run financials, human resources and other core business functions. In recent years, it has encouraged clients to switch from old software systems installed on local servers to the cloud. Most of SAP’s revenue now comes from remote access and it plans to end regular support for older products next year, after which maintaining legacy services will cost more.