异动解读 | 谷歌发布“灵境计划”引发竞争担忧,ServiceNow盘中大跌7.73%

异动解读
Feb 04

ServiceNow(NOW)今日盘中大跌7.73%,引起了市场的广泛关注。

消息面上,科技巨头谷歌发布了“灵境计划(Project Genie)”,一款支持用户创建并交互虚拟世界的产品,这引发了AI应用软件股的普遍下跌。市场担忧谷歌的新产品可能加剧竞争,从而影响了ServiceNow等AI应用软件公司的股价。

谷歌在博客中表示,已面向美国地区的AI Ultra付费订阅用户推出“灵境计划”原型版本,受信测试者已能打造出丰富多样、极具吸引力的虚拟世界和体验。这一消息导致AI应用软件股全线走弱,包括Shopify、Cloudflare等也出现显著下跌。

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