ServiceNow（NOW）今日盘中大涨7.08%，引起了市场的广泛关注。
消息面上，此次股价大幅上涨的直接催化剂是美国银行恢复对ServiceNow的覆盖评级，并给予“买入”评级及130美元的目标价。分析师认为，尽管人工智能（AI）正在重塑软件行业，但ServiceNow凭借其深度嵌入企业工作流的独特地位，有望成为AI浪潮的受益者而非被颠覆者，其平台的重要性与替代成本高昂构成了公司的护城河。
此外，公司近期的多重利好也共同提振了市场信心。ServiceNow近期与Experian达成了多年期自主AI代理合作，并与Boomi联手推进工作流程数据激活能力。公司此前进行的40亿美元债券发售也获得了市场热烈响应，吸引了380亿美元的投资者订单。同时，ServiceNow公布的一季度业绩超出预期，营收同比增长22%，并上调了全年业绩指引，其AI助手产品Now Assist的高价值客户数量同比增长超过130%，显示出强劲的AI货币化能力与增长潜力。
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