ServiceNow(NOW)今日夜盘股价大涨5.03%，引起了市场的广泛关注。
消息面上，此次上涨被认为与前期利空消息已被市场充分消化有关。桥水基金一季度报告显示已清仓ServiceNow等企业软件股，但该股此前已大幅回调，一季度累计下跌约31%，过去一年跌幅达54%，市场认为负面因素或已基本反映在股价中。
与此同时，ServiceNow近期积极推进人工智能转型的战略举措提振了市场信心。公司已与Experian合作落地Agentic AI工作流方案，扩展企业级AI代理能力，并与英伟达开展Project Arc项目，以应对AI技术对传统SaaS业务模式的冲击。这些积极的转型动作，在股价经历深度调整后，有效修复了部分投资者的情绪。
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