7月16日，ServiceNow盘中下跌3.01%，报101.06美元/股，成交额2.32亿美元。
消息面上，尽管加拿大皇家银行当日将ServiceNow目标价从121美元上调至130美元，维持跑赢大盘评级，但软件板块仍在消化IBM此前发布的二季度初步业绩不及预期的冲击。IBM营收172亿美元低于市场预期的179亿美元，其CEO承认部分客户正将预算从软件转向硬件采购以对冲涨价风险，投资者对企业IT支出结构性转移的担忧持续压制板块估值。当日系统软件行业普遍走弱，甲骨文跌4.17%，CrowdStrike跌2.75%，NEBIUS跌4.65%。ServiceNow将于7月22日盘后公布二季度财报，市场预期EPS为0.4美元，财报前不确定性进一步放大波动。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.