7月28日，Workday盘中上涨5.23%，报158.77美元/股，成交额3.33亿美元。
消息面上，AI应用软件板块盘初集体走强，SAP、ServiceNow升逾5%，Figma升逾4%，赛富时、Adobe升逾2%，板块联动效应明显。此前SAP二季度云营收达62.8亿欧元，按固定汇率同比增长24%超出市场预期，云订单积压同比增长26%，验证了企业级AI软件需求韧性，持续提振板块情绪。此外，OpenAI推迟上市传闻此前已缓解市场对AI替代传统软件的极端担忧，分析师指出企业全面用AI替代软件的说法不切实际，软件板块最悲观时刻或已过去。
Workday是帮助组织管理人员和资金的人工智能平台，为超过11,000家组织提供AI驱动的云解决方案，全球签约用户超7000万。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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