美股详情

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2倍做多NOW ETF-GraniteShares

7.68

-0.0500-0.65%

盘前：7.750.0700+0.91%06:46 EDT

成交量：538.21万

成交额：4,327.40万

市值：1.97亿

市盈率：- -

高：8.54

开：8.21

低：7.62

收：7.73

52周最高：23.70

52周最低：3.49

股本：2,562.00万

流通股本：2,562.00万

量比：1.58

换手率：21.01%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

美国股市-美国股市料将高开，因非农就业数据意外下滑，降温了市场对加息的预期

美国股市-美国股市料将高开，因非农就业数据意外下滑，降温了市场对加息的预期

美国股市-在就业数据公布前，标普500指数和道指期货走势平淡；芯片股和软件股上涨

期权聚焦 | ServiceNow惊现千万美元双卖Put组合，虚值收租押注不深跌，偏空情绪浮现

美股软件类股票盘初走低，甲骨文跌超3%

每日经济新闻

甲骨文下跌3.7%，赛富时下滑3.9%，ServiceNow下跌3.2%，奥多比下跌1.9%，财捷集团下跌2.9%。

软件类股票盘前下跌，因AppLovin营收不及预期，甲骨文下跌3.6%，赛富时下滑4.6%，ServiceNow下跌2.

期权聚焦 | ServiceNow大单连续卖出120美元远月Call，两笔押注锁定上方天花板，中期看空情绪浓厚

期权聚焦 | ServiceNow惊现477万美元合成多头押注突破140美元，但同日240万卖Call大单压制上沿，多空分歧加剧？

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

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

ServiceNow据报拟裁员最多1000人，以配合收购后的规模调整

随着人工智能相关担忧冲击纳斯达克，软件股上涨

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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21:39","pubTimestamp":1786023561,"startTime":"0","endTime":"0","summary":"8月6日，美股软件类股票盘初走低，甲骨文跌超3%，Salesforce跌近4%，ServiceNow跌3%，Adobe跌2.6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608063834144412.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608063834144412.html","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":"stock_eastmoney","symbols":["LU0006306889.USD","IE00B3S45H60.SGD","LU0234570918.USD","LU2125154935.USD","LU1791710400.SGD","SG9999011175.SGD","LU0211327993.USD","BK4548","ADBG","LU0130517989.USD","LU2125909759.SGD","LU1429558221.USD","LU0985489474.SGD","LU0689626769.HKD","LU1720051017.SGD","LU2063271972.USD","BK4538","LU2896262040.SGD","LU0316494557.USD","BK4566","LU0061474960.USD","LU2326559502.SGD","LU0251142724.SGD","LU0289960550.SGD","OGIG","LU0314106906.USD","LU2095319765.USD","LU2244417387.USD","LU2087625088.SGD","CRM","LU1267930813.SGD","LU2543165471.USD","LU1116320901.HKD","LU1778281490.HKD","LU1201861165.SGD","LU2125154778.USD","LU0070302665.USD","LU2125909247.SGD","IE0009356076.USD","CLOD","LU0210536198.USD","LU1815333072.USD","LU0265550359.USD","IE00BQXX3C00.GBP","BK4585","IE00BZ1G4Q59.USD","LU0289961442.SGD","LU1261432733.SGD","LU0980610538.SGD","SG9999000418.SGD","LU0742534661.SGD","BK4528","LU0965509010.AUD","LU0127658192.USD","SG9999015945.SGD","LU0861579265.USD","LU1551013425.SGD","LU0251131958.USD","LU2210149790.SGD","LU0477156797.USD","LU2746668974.SGD","LU1691799644.USD","LU0211328371.USD","LU1037948897.HKD","BK4527","LU0069063385.USD","LU0208291251.USD","LU0642271901.SGD","LU0109392836.USD","LU0198837287.USD","LU1989764664.SGD","BK4607","ORCU","LU1623119135.USD","IE00B894F039.SGD","LU1366333091.USD","LU1923623000.USD","LU1674673691.USD","LU0106261372.USD","LU0477156953.USD","LU2023250843.SGD","BK4023","LU0823434740.USD","IE00B19Z8W00.USD","BK4532","LU1496350502.SGD","LU2860962120.EUR","CRMG","IE00B7SZLL34.SGD","LU1974910355.USD","LU1064131342.USD","LU0345774391.USD","LU0965508806.USD","LU1201861249.SGD","LU1935042215.USD","LU1316542783.SGD","LU2265009873.SGD","LU1720051108.HKD","BK4554","LU0124676726.USD","LU1823568750.SGD","LU0170899867.USD","LU1035773651.USD","LU0889566641.SGD","IE0004445239.USD","LU2360032135.SGD","LU1935043023.USD","LU1934455194.USD","LU2106854487.HKD","LU0081259029.USD","LU1003077747.HKD","LU0868494617.USD","LU2264538146.SGD","LU2433249047.HKD","LU0011850046.USD","LU1989772923.USD","LU1489326972.SGD","SGXZ51526630.SGD","BK4550","IE00BMPRXN33.USD","LU0545039389.USD","LU0957808578.USD","LU1496350171.SGD","IE00BMPRXR70.SGD","LU1814569148.SGD","BK4533","IE00BJTD4V19.USD","ORCL","LU0889565833.HKD","LU0792757196.USD","LU1551013342.USD","LU2089283258.USD","LU0267386448.USD","LU2111349929.HKD","LU1852331112.SGD","LU0342679015.USD","LU1506573853.SGD","LU0265550946.USD","LU0130102774.USD","IE00BZ9MQY76.HKD","LU1548497426.USD","BK4561","LU2361044865.SGD","LU0289739343.SGD","LU1037948541.HKD","IE00B775SV38.USD","TDIV","LU2237438978.USD","LU0109391861.USD","LU1119994496.HKD","NOW","LU0353189763.USD","LU0323591593.USD","BK4503","BK4592","LU0345774631.USD","LU0068578508.USD","LU0130518102.USD","LU2023251221.USD","LU0820562030.AUD","LU1791710582.SGD","SGXZ81514606.USD","LU1712237335.SGD","BK4598","LU1917777945.USD","BK4505","LU0238689110.USD","IE00BKVL7J92.USD","LU0738911758.USD","IE00BMPRXQ63.HKD","IE00BQXX3D17.EUR","LU0648001328.SGD","LU1674673428.USD","LU1951198990.SGD","LU1323610961.USD","LU0314104364.USD","LU1084165304.USD","BK4567","LU0175139822.USD","LU1815336760.USD","SG9999015952.SGD","LU0957791311.USD","LU0820561909.HKD","LU2237957811.SGD","LU0158827948.USD","LU0048573561.USD","LU2286300806.USD","IE00BLSP4452.SGD","LU0708995401.HKD","LU0661504455.SGD","LU1069347547.HKD","IE00B19Z3581.USD","ORCS","LU0310800965.SGD","IE00BJTD4N35.SGD","LU0719512351.SGD","LU0128525689.USD","BK4588","IE00B19Z9P08.USD","LU2250418816.HKD","LU0353189680.USD","IE0002270589.USD","LU0417517546.SGD","LU2360106780.USD","NOWL","LU0320765489.SGD","LU1235294995.USD","LU1267930227.SGD","LU1633808545.USD","BK4097","IE00BQXX3F31.USD","LU0234572021.USD","BK4613","LU2023250504.SGD","LU0052756011.USD","LU0672654240.SGD","BK4579","BK4581","LU0354030438.USD","LU1046421795.USD","LU0444973449.USD","LU0965509101.SGD","LU2271345857.HKD","LU0082616367.USD","IE00B19Z9Z06.USD","LU1923622614.USD","LU1153585028.USD","LU0942090050.USD","LU0187121727.USD","LU0476273544.USD","ADBU","IE00BN8TJ469.HKD","LU0511384066.AUD","LU1934455863.HKD","LU0868494708.USD","LU2317271919.USD","LU2237957902.USD","IE00B5949003.HKD","LU2361045086.USD","IE00BYQQ9H92.USD","ADBE","LU1803068979.SGD","LU2108987350.USD","LU2458330243.SGD","BK4608","LU2357305700.S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3.01，显示当日总成交量中看涨期权相对活跃，但结合大单结构来看，这主要由卖盘驱动。大单交易一笔规模达498.08万美元的CALL卖出，是当日最显著的单腿大单，合约为2026-09-18到期的120.0行权价看涨期权。以当前股价116.37来看，这是一笔虚值CALL卖出，体现出较明确的偏空立场。","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":["LU2264538146.SGD","LU0109392836.USD","LU0820561909.HKD","LU1923622291.USD","LU1988902786.USD","BK4608","LU0708995401.HKD","LU0943347566.SGD","LU2106854487.HKD","LU2125909247.SGD","LU1064131342.USD","LU1923622614.USD","BK4550","LU0081259029.USD","LU2286300806.USD","IE00BMPRXN33.USD","LU1116320737.USD","LU0348723411.USD","LU1153585028.USD","LU0823434740.USD","LU2063271972.USD","CLOD","LU0353189680.USD","LU2543165471.USD","IE00BZ9MQY76.HKD","LU0354030511.USD","LU1989772923.USD","LU2125909916.SGD","LU0082616367.USD","LU1551013425.SGD","LU2111349929.HKD","LU2087625088.SGD","LU1116320901.HKD","BK4528","LU2023251221.USD","LU0265550946.USD","NOW","LU0689472784.USD","LU1917777945.USD","LU1951198990.SGD","BK4607","LU0011850046.USD","NOWL","LU1989764748.USD","LU1551013342.USD","LU0109391861.USD","LU0158827948.USD","LU1989772840.SGD","LU0820561818.USD","LU0354030438.USD","LU0353189763.USD","LU0889565833.HKD","BK4503","LU1923623000.USD","IE00B894F039.SGD","LU2125909593.SGD","IE00B19Z9Z06.USD","LU1974910355.USD","LU2433249047.HKD","LU2458330169.SGD","LU0719512351.SGD","LU1323610961.USD","LU0823434583.USD","BK4585","LU1989764664.SGD","LU1267930730.SGD","LU2089284900.SGD","LU2023250843.SGD","LU2458330243.SGD","LU2271345857.HKD","BK4613","IE00BMPRXR70.SGD","BK4543","LU0672654240.SGD","BK4581","IE00B19Z9P08.USD","LU2381873111.SGD","BK4097","LU2023250504.SGD","BK4588","UUP","UDN","LU0158827781.USD","LU2028103732.USD","LU0265550359.USD","LU2125909759.SGD","BK4534","LU0316494557.USD","LU1951200564.SGD","LU0320765059.SGD","BK4566","LU2089283258.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162266825","title":"期权聚焦 | ServiceNow惊现477万美元合成多头押注突破140美元，但同日240万卖Call大单压制上沿，多空分歧加剧？","url":"https://stock-news.laohu8.com/highlight/detail?id=1162266825","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162266825?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 09:03","pubTimestamp":1785891783,"startTime":"0","endTime":"0","summary":"ServiceNow收报118.14美元，涨幅3.46%。当日期权市场出现显著多空博弈，一笔477.36万美元的合成多头大单强势押注长期突破，但同时有240.00万美元卖出虚值看涨期权的单腿大单压制上行空间，情绪分歧明显。大单交易一笔规模达477.36万美元的合成多头组合成为当日最受关注的大单，结构上是买入2027-02-19到期的140.00 CALL，同时卖出同到期的95.00 PUT，二者均为虚值。整体来看，NOW当日大单情绪呈现轻微偏多，但分歧非常明显。","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":["BK4503","LU1923622614.USD","LU2028103732.USD","LU1116320901.HKD","NOWL","IE00BZ9MQY76.HKD","LU0889565833.HKD","LU1116320737.USD","LU0353189680.USD","LU0943347566.SGD","LU2023250843.SGD","LU0823434740.USD","UDN","LU0348723411.USD","LU0708995401.HKD","LU0320765059.SGD","LU1323610961.USD","LU2543165471.USD","NOW","LU0082616367.USD","LU2125909916.SGD","LU1267930730.SGD","LU0820561818.USD","BK4543","LU0820561909.HKD","LU0353189763.USD","IE00B19Z9Z06.USD","BK4588","LU0109391861.USD","LU2271345857.HKD","LU1551013425.SGD","LU1064131342.USD","LU1951198990.SGD","BK4566","BK4550","LU1923622291.USD","BK4607","BK4097","LU0316494557.USD","LU1974910355.USD","LU2063271972.USD","BK4528","CLOD","BK4581","LU1988902786.USD","LU1923623000.USD","LU0081259029.USD","LU2023250504.SGD","BK4608","LU0823434583.USD","LU0689472784.USD","LU0672654240.SGD","LU0158827781.USD","LU1153585028.USD","LU1951200564.SGD","LU2264538146.SGD","LU1989764748.USD","LU2087625088.SGD","UUP","LU1551013342.USD","LU0011850046.USD","LU1989764664.SGD","LU2125909247.SGD","LU2111349929.HKD","LU1989772840.SGD","LU0354030438.USD","IE00B19Z9P08.USD","LU0354030511.USD","IE00B894F039.SGD","LU2089283258.USD","LU0265550359.USD","LU1803068979.SGD","LU1989772923.USD","LU2106854487.HKD","LU0158827948.USD","LU0265550946.USD","LU2023251221.USD","BK4585","IE00BMPRXR70.SGD","LU2089284900.SGD","IE00BMPRXN33.USD","LU2286300806.USD","LU2381873111.SGD","BK4534","BK4613","LU2433249047.HKD","LU2125909759.SGD","LU0109392836.USD","LU1917777945.USD","LU0719512351.SGD","LU2125909593.SGD","LU2458330169.SGD","LU2458330243.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656557988","title":"ServiceNow推出六大自主安全解决方案，构建AI时代防御体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2656557988","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656557988?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 23:08","pubTimestamp":1785856080,"startTime":"0","endTime":"0","summary":"近日，ServiceNow在Black Hat大会上宣布加速其“自主安全”愿景，推出六大统一解决方案和新型AI专家，旨在帮助企业实现以预防为先、以AI为核心的网络防御，在威胁演变成安全事件前以机器速度进行阻止、控制和修复。ServiceNow通过“Shift Zero”理念，将这些复杂性整合到一个统一系统中，目标是在任何时刻都实现“零暴露”。这些功能的实现，得益于ServiceNow对Armis和Veza的战略收购。","market":"sh","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/jjxw/2026-08-04/doc-inimeqvf1828969.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":["AIPO","IE00BMPRXR70.SGD","LU0820561909.HKD","LU2111349929.HKD","CLOD","LU0354030438.USD","LU2023250843.SGD","LU1951200564.SGD","LU0109391861.USD","LU0820561818.USD","LU1323610961.USD","LU2106854487.HKD","LU2458330243.SGD","LU0109392836.USD","CHAT","LU2023251221.USD","BK4608","LU0689472784.USD","LU0708995401.HKD","LU0082616367.USD","LU2286300806.USD","BK4550","LU0158827948.USD","LU1923622291.USD","LU2125909759.SGD","NOW","LU0672654240.SGD","LU1116320737.USD","BK4585","BK4528","LU1923622614.USD","LU1951198990.SGD","LU2125909593.SGD","LU0823434740.USD","QTOC","LU1116320901.HKD","LU2271345857.HKD","LU1551013342.USD","LU0265550359.USD","BK4607","LU2089283258.USD","VTHR","NOWL","LU0265550946.USD","BK4543","IE00B19Z9Z06.USD","LU0353189763.USD","LU2125909247.SGD","ARTY","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105823695","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1105823695","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105823695?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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":["BK4608","LU2125909247.SGD","LU0109391861.USD","LU1988902786.USD","LU1951198990.SGD","LU2271345857.HKD","BK4097","BK4534","LU1989764748.USD","LU2023251221.USD","LU1803068979.SGD","LU2381873111.SGD","BK4585","LU0719512351.SGD","LU0820561909.HKD","LU0354030511.USD","LU2286300806.USD","LU0265550946.USD","LU1923622291.USD","LU1267930730.SGD","LU1989772840.SGD","IE00B19Z9P08.USD","LU0348723411.USD","LU2089283258.USD","BK4581","LU0353189763.USD","LU2458330169.SGD","LU1989772923.USD","BK4528","LU2543165471.USD","LU0823434583.USD","LU1974910355.USD","LU0158827948.USD","LU2125909593.SGD","LU1064131342.USD","BK4503","LU2106854487.HKD","LU0672654240.SGD","LU2063271972.USD","LU0082616367.USD","LU1551013425.SGD","LU0689472784.USD","LU2023250843.SGD","LU1153585028.USD","LU2264538146.SGD","IE00B19Z9Z06.USD","LU1551013342.USD","LU0320765059.SGD","LU1116320737.USD","BK4550","LU1923623000.USD","LU2087625088.SGD","LU2125909759.SGD","LU1989764664.SGD","LU0265550359.USD","IE00BZ9MQY76.HKD","BK4566","LU0316494557.USD","LU0011850046.USD","IE00B894F039.SGD","LU0820561818.USD","LU2089284900.SGD","BK4588","LU2028103732.USD","LU1116320901.HKD","IE00BMPRXR70.SGD","LU2125909916.SGD","LU2458330243.SGD","LU0081259029.USD","LU0353189680.USD","BK4613","LU2111349929.HKD","LU0708995401.HKD","LU0158827781.USD","NOW","LU1917777945.USD","CLOD","NOWL","LU1951200564.SGD","BK4607","LU0823434740.USD","LU0109392836.USD","LU0889565833.HKD","IE00BMPRXN33.USD","LU2023250504.SGD","LU1323610961.USD","LU0354030438.USD","BK4543","LU0943347566.SGD","LU2433249047.HKD","LU1923622614.USD"],"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":"sg","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":["LU0158827948.USD","LU2023250843.SGD","LU1989772840.SGD","LU1923623000.USD","BK4097","LU0011850046.USD","LU1323610961.USD","LU0708995401.HKD","LU1989764664.SGD","LU1551013342.USD","LU0820561909.HKD","LU2381873111.SGD","LU2264538146.SGD","LU0354030438.USD","LU0719512351.SGD","LU0348723411.USD","LU1551013425.SGD","BK4585","LU0316494557.USD","BK4534","LU2125909759.SGD","LU0820561818.USD","BK4607","IE00B894F039.SGD","LU1267930730.SGD","BK4588","BK4581","LU0109391861.USD","LU2023251221.USD","LU2028103732.USD","BK4543","LU1989764748.USD","LU0265550359.USD","LU0354030511.USD","IE00BMPRXN33.USD","LU0082616367.USD","LU1803068979.SGD","BK4528","CLOD","LU2433249047.HKD","NOWL","LU1116320737.USD","LU1988902786.USD","BK4608","NOW","LU0689472784.USD","LU2106854487.HKD","LU2458330243.SGD","LU1951200564.SGD","LU2087625088.SGD"],"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 22:36","pubTimestamp":1785767760,"startTime":"0","endTime":"0","summary":"ServiceNow 首席执行官比尔麦克德莫特上周五接受我的采访时表示：“倘若首席执行官不能持续推动企业领跑市场，这个岗位的意义何在？”上周五，ServiceNow 股价约 111 美元，较高点 194.72 美元回落近 43%。他提出，市场出于对人工智能颠覆行业的担忧，对 SaaS 企业重新估值，ServiceNow 受到波及实属误判。","market":"fut","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":["LU2271345857.HKD","LU2089284900.SGD","LU0348723411.USD","LU0353189763.USD","LU1988902786.USD","LU2089283258.USD","BK4613","IE00B894F039.SGD","LU1803068979.SGD","LU1951198990.SGD","LU2106854487.HKD","LU2111349929.HKD","LU2125909247.SGD","LU0109392836.USD","CLOD","LU1551013342.USD","BK4607","IE00BZ9MQY76.HKD","BK4543","NOWL","LU0081259029.USD","LU0689472784.USD","LU2125909593.SGD","BK4585","LU2286300806.USD","LU1974910355.USD","IE00B19Z9P08.USD","BK4503","LU2264538146.SGD","LU2381873111.SGD","BK4550","LU0672654240.SGD","LU2023250504.SGD","LU0158827948.USD","LU2028103732.USD","LU1923622291.USD","LU1989772840.SGD","BK4528","LU1923622614.USD","LU2125909916.SGD","BK4588","LU1917777945.USD","NOW","LU0109391861.USD","LU2458330243.SGD","LU2087625088.SGD","LU0823434583.USD","LU0354030438.USD","LU0823434740.USD","LU1153585028.USD"],"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":"us","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":["LU2125909593.SGD","LU2433249047.HKD","LU2458330169.SGD","LU2028103732.USD","IE00BZ9MQY76.HKD","BK4608","LU1923623000.USD","LU1989764664.SGD","LU1064131342.USD","LU0158827781.USD","LU0823434583.USD","LU0353189680.USD","LU0943347566.SGD","LU1923622614.USD","LU1267930730.SGD","BK4566","LU0316494557.USD","BK4503","BK4097","LU0082616367.USD","LU1116320737.USD","LU2106854487.HKD","LU1551013425.SGD","BK4543","LU2543165471.USD","LU2023250504.SGD","LU2125909247.SGD","LU2458330243.SGD","LU1917777945.USD","CLOD","LU2125909916.SGD","LU1116320901.HKD","BK4607","LU1951198990.SGD","LU2286300806.USD","LU1989764748.USD","LU0823434740.USD","BK4534","LU0109392836.USD","LU0889565833.HKD","LU0354030511.USD","LU1803068979.SGD","LU2111349929.HKD","LU0708995401.HKD","LU1951200564.SGD","IE00B894F039.SGD","LU2023250843.SGD","IE00B19Z9Z06.USD","LU1988902786.USD","LU0265550946.USD","LU2087625088.SGD","LU1153585028.USD","LU0320765059.SGD","LU0354030438.USD","NOW","LU0348723411.USD","LU0011850046.USD","NOWL","LU1551013342.USD","IE00BMPRXN33.USD","LU0081259029.USD","LU0265550359.USD","LU0719512351.SGD","LU1323610961.USD","LU2089284900.SGD","LU0158827948.USD","LU1974910355.USD","LU0820561909.HKD","BK4550","LU0109391861.USD","LU2381873111.SGD","LU2125909759.SGD","LU1989772923.USD","BK4528","LU2063271972.USD","LU0689472784.USD","LU0353189763.USD","IE00B19Z9P08.USD","LU0672654240.SGD","BK4613","LU2264538146.SGD","BK4581","LU2023251221.USD","IE00BMPRXR70.SGD","LU0820561818.USD","LU2089283258.USD","LU1923622291.USD","LU2271345857.HKD","BK4588","LU1989772840.SGD","BK4585"],"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 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