8月3日，ServiceNow盘前上涨3.04%，报114.68美元/股，延续上周反弹走势。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——公司明确表态裁员属AI驱动的岗位再配置而非需求疲软，总员工人数维持约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等动作，叠加二季度调整后EPS 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。同期系统软件板块表现稳健，Palo Alto Networks涨4.07%，CrowdStrike涨3.32%，行业氛围偏暖亦提供助力。
（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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