ServiceNow（NOW）今日盘中大涨5.51%，引起了市场的广泛关注。
消息面上，此次上涨主要受到多重积极因素的推动。首先，古根海姆（Guggenheim）将ServiceNow的评级从“中性”上调至“买入”，目标价定为125美元，释放出人工智能不会取代传统软件企业的积极信号。其次，BTIG最新调研指出，ServiceNow的AI叙事正经历“实质性”积极转变，市场预期其第二季度业绩可能成为关键的起跳点。
此外，公司近期在AI领域的战略合作不断深化，包括与埃森哲联合推出AI驱动的托管安全服务，并与IBM、慧与科技等多家行业巨头扩大了在AI领域的合作，持续巩固其平台生态系统。市场对AI技术可能迅速颠覆传统软件公司的担忧也有所缓解，带动了整个软件板块的估值修复。ServiceNow当前的远期市盈率约为24倍，相较于其五年平均水平的61倍已大幅压缩，估值吸引力凸显，增强了资金回补的意愿。
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