企业软件公司ServiceNow（NOW）今日盘中股价大幅下挫，跌幅超过16%，引起了市场的广泛关注。
消息面上，公司发布的第一季度业绩虽略超分析师预期，但未能满足市场此前的高期望。更为重要的是，公司指出，由于中东地区持续的冲突，导致数笔大型政府本地部署交易的签约延迟，这使其第一季度订阅收入增长减少了约75个基点。此外，公司对全年订阅毛利率的展望也低于此前预期，主要受近期收购活动影响。
此次下跌也发生在更广泛的行业抛售背景之下。IBM等软件公司同样因业绩增长放缓而下跌，加剧了市场对人工智能工具可能颠覆传统软件企业商业模式的普遍担忧。自今年2月Anthropic推出新工具以来，投资者一直忧虑AI自动化可能对营销、数据分析等领域的传统软件供应商造成压力，这种情绪在今日的软件股抛售中得到了集中体现。
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