7月17日，Workday盘前下跌5.73%，报142.49美元/股，成交额75.08万美元。软件板块本周持续受IBM业绩爆雷冲击，个股反复震荡、修复乏力。
消息面上，IBM此前披露二季度初步营收172亿美元，大幅低于市场预期的179亿美元，股价单日暴跌超25%创历史纪录。IBM管理层表示部分客户正将资本开支优先转向服务器、存储等硬件基础设施，导致多笔大型软件合同未能按计划签署，高盛警告"卖软件、买硬件"的风格轮动正在强化。尽管Workday7月15日盘中一度反弹逾5%收复跌幅，但板块抛压未消，应用软件行业整体走弱，赛富时跌2.19%、Palantir跌2.71%。Workday一季度业绩超预期、AI智能代理客户数翻倍的基本面支撑，短期仍难抵御板块系统性卖压。
（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。）
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