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。
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