美股详情

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ServiceNow

126.74

+1.861.49%

成交量：673.49万

成交额：8.43亿

市值：1,313.23亿

市盈率：79.19

高：127.10

开：124.72

低：123.28

收：124.88

52周最高：194.73

52周最低：81.24

股本：10.36亿

流通股本：10.29亿

量比：1.00

换手率：0.65%

股息：- -

股息率：- -

每股收益(TTM):1.60

每股收益(LYR):1.67

净资产收益率：14.24%

总资产收益率：4.25%

市净率：10.49

市盈率(LYR):75.89

数据加载中...

总览公司新闻资讯公告

ServiceNow推出六大自主安全解决方案，构建AI时代防御体系

环球市场播报

期权聚焦 | ServiceNow看涨情绪浓厚，百万美元卖远月深度虚值Put收租，22万买入虚值Call押注突破

现在服务公司(NOW)股票8月3日盘中上涨3.79%：投资者必看的核心信息

TradingKey中文

ServiceNow首席执行官如何考量长期战略布局

环球市场播报

SaaS板块集体上攻 ServiceNow（NOW）涨4.17% 机构指AI应用板块切换至基本面驱动行情

云计算板块盘初普涨 CoreWeave（CRWV）涨逾8% 小摩料27年全球云计算资本支出达1.2万亿美元

美股AI应用软件股集体走强，ServiceNow涨超7%，Snowflake、Figma涨超6%

老虎资讯综合

异动解读｜ServiceNow盘中上涨4.95%，裁员重组被市场解读为AI转型利好

异动解读 | ServiceNow盘中大涨5.08%，裁员重组被市场解读为AI转型利好

高盛：将应用材料(AMAT.US)、达美航空(DAL.US)、微软(MSFT.US)、联合包裹(UPS.US)等纳入美股

异动解读｜ServiceNow盘前上涨3.04%，裁员重组被市场解读为AI转型利好

异动解读｜ServiceNow盘前下跌3.02%，财报利好消化后延续回调走势

ServiceNow据报拟裁员最多1000人，以配合收购后的规模调整

异动解读｜ServiceNow盘中下跌3.06%，报111.13美元

异动解读｜ServiceNow盘前下跌3.22%，报112.48美元

异动解读 | 财报超预期叠加多重利好，ServiceNow盘中大涨5.02%

异动解读｜ServiceNow盘中上涨3.25%，二季度财报超预期叠加资金轮动SaaS板块延续涨势

随着人工智能相关担忧冲击纳斯达克，软件股上涨

异动解读 | 财报超预期叠加板块轮动，ServiceNow盘中大涨5.01%

美股异动丨资金从芯片股轮动至SaaS概念，Adobe、SAP涨超5%

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09:02","pubTimestamp":1785805377,"startTime":"0","endTime":"0","summary":"ServiceNow收盘报114.19美元，涨幅2.66%。期权市场看涨情绪浓厚，多笔大单透露出资金的积极布局。一笔近百万美元的卖出Put收租和一笔超22万美元的买入Call押注突破，共同构成了当日偏多基调，Call/Put成交量比高达2.70。整体来看，NOW期权大单情绪明显偏多，且多头态度具有一定层次性：一部分资金通过深度虚值PUT卖出进行收租式看多，显示对下方风险的容忍度较高；另一部分资金则直接买入远端虚值CALL，体现对未来上涨空间的主动押注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1551013425.SGD","LU0348723411.USD","BK4097","LU2125909593.SGD","LU0109391861.USD","LU0109392836.USD","LU2023250504.SGD","LU2028103732.USD","LU0265550946.USD","LU2458330243.SGD","LU1989764664.SGD","LU0672654240.SGD","IE00B19Z9Z06.USD","LU2458330169.SGD","BK4581","LU1989772840.SGD","LU1323610961.USD","LU2125909916.SGD","LU0011850046.USD","NOW","LU0320765059.SGD","LU0082616367.USD","LU1267930730.SGD","LU0889565833.HKD","LU1803068979.SGD","LU0081259029.USD","LU1923622291.USD","LU2381873111.SGD","LU0354030438.USD","IE00BMPRXN33.USD","LU0265550359.USD","LU2543165471.USD","LU2106854487.HKD","LU2433249047.HKD","LU2271345857.HKD","LU0708995401.HKD","IE00BZ9MQY76.HKD","LU0158827948.USD","LU1064131342.USD","LU0689472784.USD","LU2023251221.USD","LU2111349929.HKD","LU1153585028.USD","BK4607","LU2089284900.SGD","BK4543","LU1116320737.USD","LU2087625088.SGD","BK4550","LU0823434583.USD","IE00B19Z9P08.USD","LU0353189763.USD","LU2125909247.SGD","LU0354030511.USD","LU0820561818.USD","IE00B894F039.SGD","LU2023250843.SGD","LU1988902786.USD","LU2264538146.SGD","LU1551013342.USD","BK4608","LU0353189680.USD","LU1989764748.USD","LU0316494557.USD","BK4534","LU1923622614.USD","LU2286300806.USD","LU2089283258.USD","BK4503","CLOD","LU1951198990.SGD","LU0719512351.SGD","BK4585","LU0820561909.HKD","LU0823434740.USD","LU1974910355.USD","BK4613","NOWL","LU2063271972.USD","LU1951200564.SGD","LU1923623000.USD","BK4528","LU2125909759.SGD","BK4566","LU1116320901.HKD","LU1989772923.USD","BK4588","IE00BMPRXR70.SGD","LU0158827781.USD","LU1917777945.USD","LU0943347566.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656230939","title":"现在服务公司(NOW)股票8月3日盘中上涨3.79%：投资者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2656230939","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656230939?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 03:16","pubTimestamp":1785784586,"startTime":"0","endTime":"0","summary":"• ServiceNow报告了强劲的订阅收入增长，以及持续扩张的大型交易管线。\n• 将生成式AI整合到工作流解决方案中，推动了更高层级订阅的采用和利润率的提升。\n• 有利的宏观经济转变和美债收益率的企稳支撑了该股的估值。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262071439-market-movers-now-20260803","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CLOD","BK4528","LU2023250843.SGD","LU2433249047.HKD","LU2458330243.SGD","LU2125909759.SGD","BK4588","IE00BMPRXN33.USD","LU1951200564.SGD","BK4608","IE00B894F039.SGD","BK4534","LU1803068979.SGD","LU1323610961.USD","BK4585","BK4097","LU0082616367.USD","LU0820561818.USD","BK4543","BK4607","LU0354030438.USD","LU1989764748.USD","LU0348723411.USD","BK4581","LU0689472784.USD","LU2264538146.SGD","LU1551013425.SGD","LU2106854487.HKD","LU1116320737.USD","LU1267930730.SGD","LU0011850046.USD","LU0820561909.HKD","LU0708995401.HKD","LU2023251221.USD","LU0354030511.USD","NOW","LU0158827948.USD","LU1551013342.USD","LU2028103732.USD","LU2381873111.SGD","LU1923623000.USD","LU1989764664.SGD","LU1989772840.SGD","LU0719512351.SGD","LU0265550359.USD","LU2087625088.SGD","LU0316494557.USD","NOWL","LU0109391861.USD","LU1988902786.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656377160","title":"ServiceNow首席执行官如何考量长期战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2656377160","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656377160?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 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受到波及实属误判。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-03/doc-inimafpx4439739.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["NOW","BK4503","LU1923622291.USD","LU2089284900.SGD","LU2125909593.SGD","BK4607","LU0109392836.USD","IE00B19Z9P08.USD","LU0672654240.SGD","CLOD","BK4550","LU0689472784.USD","LU1989772840.SGD","LU2087625088.SGD","LU2264538146.SGD","LU0158827948.USD","LU0081259029.USD","LU0348723411.USD","LU0353189763.USD","LU1988902786.USD","LU2106854487.HKD","BK4613","LU1803068979.SGD","LU0823434740.USD","LU2089283258.USD","IE00B894F039.SGD","LU2381873111.SGD","NOWL","LU1551013342.USD","LU1923622614.USD","LU0109391861.USD","LU2023250504.SGD","BK4588","LU1153585028.USD","BK4585","LU1917777945.USD","LU1951198990.SGD","LU2458330243.SGD","LU1974910355.USD","LU2271345857.HKD","BK4528","LU2028103732.USD","LU2111349929.HKD","LU0354030438.USD","LU0823434583.USD","LU2125909247.SGD","LU2125909916.SGD","LU2286300806.USD","IE00BZ9MQY76.HKD","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656937793","title":"SaaS板块集体上攻 ServiceNow（NOW）涨4.17% 机构指AI应用板块切换至基本面驱动行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2656937793","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656937793?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 22:28","pubTimestamp":1785767322,"startTime":"0","endTime":"0","summary":"消息面上，国信证券新近指，AI 应用领域，由于模型侧降价叠加新场景，需求端有望加速膨胀。一方面，模型能力上台阶与推理成本下探正在同步发生。该行认为，具备场景卡位优势、数据积累壁垒和核心技术能力的垂直应用厂商，将迎来业绩加速释放与估值体系重构的双重机遇，AI 应用板块正从主题投资切换至基本面驱动的行情。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303351","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1116320901.HKD","LU0081259029.USD","IE00B19Z9Z06.USD","LU0823434583.USD","NOWL","LU2028103732.USD","LU2023250843.SGD","BK4550","LU0082616367.USD","LU0316494557.USD","LU1951200564.SGD","LU2433249047.HKD","BK4543","CLOD","BK4607","LU0265550359.USD","LU1989764748.USD","LU2125909759.SGD","BK4581","LU1974910355.USD","LU1923622614.USD","IE00BMPRXR70.SGD","LU1551013425.SGD","BK4588","LU0109391861.USD","BK4503","LU1917777945.USD","LU0158827948.USD","LU2125909916.SGD","LU1064131342.USD","LU2125909593.SGD","LU0889565833.HKD","LU2023251221.USD","LU0708995401.HKD","LU2089284900.SGD","LU2458330243.SGD","LU2087625088.SGD","LU2111349929.HKD","BK4534","LU1989764664.SGD","LU2023250504.SGD","LU1551013342.USD","LU0320765059.SGD","LU0158827781.USD","LU2543165471.USD","LU1951198990.SGD","LU1923623000.USD","LU2458330169.SGD","LU0820561909.HKD","LU1267930730.SGD","LU0353189763.USD","LU0011850046.USD","LU2286300806.USD","LU0109392836.USD","LU1803068979.SGD","LU2381873111.SGD","LU1153585028.USD","BK4613","LU0353189680.USD","LU0672654240.SGD","LU0943347566.SGD","BK4097","BK4566","LU1323610961.USD","LU2063271972.USD","NOW","LU2089283258.USD","BK4608","LU0820561818.USD","LU0689472784.USD","LU2106854487.HKD","IE00B894F039.SGD","LU1116320737.USD","LU1923622291.USD","LU0823434740.USD","LU0348723411.USD","LU2264538146.SGD","IE00B19Z9P08.USD","LU2271345857.HKD","IE00BZ9MQY76.HKD","LU0354030438.USD","LU1988902786.USD","LU0354030511.USD","IE00BMPRXN33.USD","BK4528","BK4585","LU0719512351.SGD","LU2125909247.SGD","LU1989772840.SGD","LU1989772923.USD","LU0265550946.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656372957","title":"云计算板块盘初普涨 CoreWeave（CRWV） 涨逾8% 小摩料27年全球云计算资本支出达1.2万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372957","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656372957?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 21:56","pubTimestamp":1785765415,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股云计算板块盘初普涨，截至发稿，CoreWeave  涨 8.01%，ServiceNow  涨 7.01%，甲骨文  涨 5.63%，Meta Platforms  涨 5.53%，阿里巴巴  涨 5.49%，赛富时  涨 4.88%，微软  涨 4.97%，谷歌 - A  涨 4.54%，亚马逊  涨 4.44%。消息面上，摩根士丹利新近研究预计，全球云计算资本支出将在 2027 年达到 1.2 万亿美元，同比增长 30%，较第二季度前估算高出 1700 亿美元。Alphabet 、Amazon 和 Meta 均上调了 2026 年资本支出指引，而 Microsoft 维持了其支出展望。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303348","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4526","LU2089284900.SGD","LU2462591350.SGD","XLF","LU0208291251.USD","LU0345774391.USD","LU1435385759.SGD","LU2236285917.USD","LU1153585028.USD","BK4607","BK4561","LU1732800096.USD","LU0256863811.USD","ALBmain","KBAB","MSFL","LU2272731600.USD","LU1032955483.USD","LU0011850046.USD","LU0823434740.USD","LU0651947912.USD","LU1670627923.USD","IE00B4YYXB79.USD","LU1803068979.SGD","LU2237443465.HKD","BABU","LU2226246903.HKD","BK4614","LU0651946864.USD","LU2462591277.SGD","LU0210533765.USD","LU1496350502.SGD","LU2237957902.USD","LU0390134368.USD","LU1162221912.USD","IE00B19Z8W00.USD","LU2148611432.USD","LU0466842654.USD","LU0528227936.USD","LU0726765562.USD","LU2237443978.SGD","SG9999015341.SGD","HULL","BK4559","LU2491049909.HKD","IE00BKVL7J92.USD","IE00BJJMRX11.SGD","LU1670628061.USD","LU2237957811.SGD","LU2420271590.USD","LU1814569148.SGD","LU1989764748.USD","LU2077746001.SGD","LU2168563687.JPY","LU0477156797.USD","LU0784383803.USD","LU0211326755.USD","LU0976567544.SGD","LU2028103732.USD","LU2237443895.HKD","LU2083900584.USD","LU0130102774.USD","LU0133085943.USD","LU2279689827.SGD","LU2237438978.USD","LU2381873111.SGD","LU0072913022.USD","IE00B19Z3B42.SGD","BK4566","LU0979878070.USD","GB00B4QBRK32.GBP","LU0859254822.USD","IE000WAW04H5.SGD","IE00B894F039.SGD","LU0256863902.USD","LU0072462426.USD","LU1992135472.HKD","LU0823434583.USD","CORD","BK4596","BK4077","LU0353189763.USD","LU1188199696.SGD","LU1366333091.USD","LU1880398471.USD","SG9999004303.SGD","LU0310800379.SGD","MSFO","LU2102340556.USD","LU2471134879.HKD","LU1152091168.USD","HK0000914660.USD","LU0994945656.USD","LU0048573561.USD","LU1064131342.USD","LU0006306889.USD","LU1145028129.USD","IE0004086264.USD","SG9999017495.SGD","LU0079474960.USD","LU0203202063.USD","LU0965509283.SGD","LU0127658192.USD","LU0203345920.USD","LU1988902786.USD","MSFW","CMAG","LU2506952170.USD","LU2458330169.SGD","HK0000914686.HKD","LU0545562505.USD","LU1989763005.USD","LU2433249047.HKD","LU0171293334.USD","LU0251132253.USD","LU1564329461.SGD","LU1232071149.USD","LU0784385170.HKD","LU1992135399.USD","LU0661504455.SGD","LU1839511570.USD","SKYY","IE00B0JY6N72.USD","IE00BZ1G4Q59.USD","LU0323240290.USD","CWII","LU0795875169.SGD","LU2403377893.USD","LU1244550577.SGD","LU0251131958.USD","SG9999014906.USD","LU0211326839.USD","LU2491050071.SGD","LU0861579265.USD","IE000YTNTUN2.SGD","LU0880133367.SGD","LU1084165304.USD","BK4503","BK4598","IE000SO60NU8.SGD","LU2471134523.USD","LU0107464264.USD","LU0225283273.USD","LU1551013425.SGD","SGXZ81514606.USD","LU1066051498.USD","KBWB","AMZW","LU0251142724.SGD","LU0323591593.USD","BK4558","LU0823417737.USD","AMZN","LU2089283258.USD","LU0308772762.SGD","RSPC","LU0070302665.USD","BK4507","LU0918141705.HKD","CQTM","BABW","LU0072461881.USD","LU2463028550.USD","LU1066053197.SGD","LU2750360641.GBP","LU1564329032.USD","LU1202635105.USD","LU0354030438.USD","LU2764263203.CNY","IE0004445015.USD","LU2250418816.HKD","LU0203201768.USD","LU1935043536.SGD","IE00BF5LJ272.USD","BK4116","LU0048584097.USD","LU1868836757.USD","IE00BYQQ9H92.USD","LU2125909916.SGD","LU0276348264.USD","LU0648001328.SGD","LU1301847155.USD","IGV","SG9999015945.SGD","LU0138981039.USD","LU2505996509.AUD","LU0210528500.USD","LU1201861249.SGD","LU0128525929.USD","CRWU","NOWL","MSFT","LU2271345857.HKD","LU1917777945.USD","MSFU","LU2361045086.USD","JPX","LU0310799852.SGD","LU0348723411.USD","GXPC","LU0943347566.SGD","BK4514","IE0004091025.USD","CLOD","LU0784384876.USD","LU2125909759.SGD","FTEC","LU1152091754.HKD","SG9999014880.SGD","LU0426417589.USD","LU0964807845.USD","LU1934455277.USD","LU0310800965.SGD","LU0320765489.SGD","IE00B4JS1V06.HKD","LU0124676726.USD","BK4535","LU1280957306.USD","LU0109391861.USD","IE00B7KXQ091.USD","LU0234570918.USD","LU1548497426.USD","SGXZ44715902.SGD","LU2092937148.SGD","IE00BMPRXQ63.HKD","LU2413666699.HKD","LU0198837287.USD","LU2168564065.EUR","LU1668664300.SGD","JPO","LU0889566641.SGD","LU2237443382.USD","LU0162691827.USD","GOOY","LU0068578508.USD","IE00BJJMRY28.SGD","ORCU","LU1582987324.SGD","LU2756315318.SGD","LU2097829019.USD","IE00BLSP4452.SGD","LU0821914370.USD","LU0096364046.USD","CLIX","LU2750360997.AUD","IE0003U64NQ7.SGD","LU0128525689.USD","LU1116320737.USD","LU1430594728.SGD","LU1629891620.HKD","LU0053666078.USD","LU2298321311.HKD","BK4532","LU0472753341.HKD","LU0130103400.USD","LU0879622024.SGD","LU1791710400.SGD","LU0792757196.USD","LU2362541273.HKD","GB00BDT5M118.USD","LU0683600562.USD","LU2272731865.HKD","LU2210150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21:43","pubTimestamp":1785764619,"startTime":"0","endTime":"0","summary":"8月3日，ServiceNow盘中上涨4.95%，报118.94美元/股，成交额4.94亿美元。消息面上，公司近期推进的全球重组裁员计划正被市场重新解读为积极信号。公司明确表示此次裁员属于AI驱动的岗位再配置而非需求疲软，总员工人数维持在约3万人不变，体现纪律性成本管理。此外，公司此前完成75.5亿美元收购网络安全公司Armis、战略投资印度银行软件企业BusinessNext，叠加二季度调整后每股收益0.90美元超预期的基本面支撑，市场对其AI转型前景信心回升。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"ServiceNow盘中上涨4.95%，裁员重组被市场解读为AI转型利好","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126529181","title":"异动解读 | 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21:36","pubTimestamp":1785764165,"startTime":"0","endTime":"0","summary":"ServiceNow(NOW)今日盘中大幅上涨5.08%，延续了盘前的强势表现，引发市场广泛关注。消息面上，公司近期推进的全球重组裁员计划（涉及约1000个岗位）正被市场重新解读为积极信号。公司明确表示，此次裁员属于AI驱动的岗位再配置，而非需求疲软，总员工人数仍维持在约3万人不变，体现了纪律性成本管理。此外，公司此前完成75.5亿美元收购网络安全公司Armis、战略投资印度银行软件企业BusinessNext等动作，叠加二季度调整后每股收益0.90美元超预期的基本面支撑，市场对其AI转型前景的信心有所回升。同期系统软件板块表现稳健，也为股价提供了助力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656204793","title":"高盛：将应用材料(AMAT.US)、达美航空(DAL.US)、微软(MSFT.US)、联合包裹(UPS.US)等纳入美股","url":"https://stock-news.laohu8.com/highlight/detail?id=2656204793","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656204793?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 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19:57","pubTimestamp":1785499056,"startTime":"0","endTime":"0","summary":"7月31日，ServiceNow盘前下跌3.02%，报106.8美元/股，延续前一交易日跌势。消息面上，公司虽于此前发布超预期二季度财报，股价在连续多日大涨后遭遇获利回吐压力。此外，中信证券近日将ServiceNow目标价从140美元下调至126美元，或进一步加剧抛压。值得注意的是，前一交易日ServiceNow下跌逾3%，同期系统软件板块内微软涨超14%、NEBIUS涨超18%，个股表现明显落后于行业，显示资金正从该股流出。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655333884","title":"ServiceNow据报拟裁员最多1000人，以配合收购后的规模调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333884","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655333884?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 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00:02","pubTimestamp":1785340950,"startTime":"0","endTime":"0","summary":"ServiceNow今日盘中大涨5.02%，引发市场广泛关注。消息面上，公司此前发布的二季度财报全面超出市场预期，调整后每股收益达0.90美元，高于市场预期的0.85美元；营收达39.87亿美元，同比增长24%。财报发布后，多家投行纷纷上调目标价，Evercore 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企业软件公司 SalesforceCRM.N、WorkdayWDAY.O、ServiceNowNOW.N、IntuitINTU.O、AtlassianTEAM.O和 IBMIBM.N上涨2%至6.9%** 路透社母公司汤森路透TRI.N在美上市的股票上涨7%** IT咨询公司InfosysINFY.N、WiproWIT.N和CognizantCTSH.O上涨1.4%至8%** 欧洲软件公司SAPSAPG.DE、SageSGE.L和达索系统DAST.PA也上涨2%至8%** 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22:46","pubTimestamp":1785250011,"startTime":"0","endTime":"0","summary":"ServiceNow今日盘中大涨5.01%，表现强劲，引发市场广泛关注。此外，公司近期与TeamViewer达成多年战略合作，并扩大与Experian的AI平台协议，进一步巩固了市场信心。摩根士丹利最新研报指出，市场对软件产业的悲观看法已经过头，维持软件产业具吸引力评价，并将ServiceNow列为AI时代最具信心的超配标的之一。该行测算显示，AI推理时代生成式AI投资的增量资本回报率可达25%至50%，显著高于市场预期，进一步提振了AI应用板块的投资情绪。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654888082","title":"美股异动丨资金从芯片股轮动至SaaS概念，Adobe、SAP涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654888082","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654888082?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 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