ServiceNow(NOW)今日盘中股价大涨5.02%，引起了市场的广泛关注。
消息面上，瑞穗证券在最新发布的研究报告中，将ServiceNow列为当前财报季最值得持有的软件股票之一。报告指出，ServiceNow第一季度的调研结果显示，其大宗交易活动好于预期，Pro Plus用户群增长势头持续强劲。此外，公司的智能AI解决方案（通过辅助包）在渠道中正逐渐获得发展动力。瑞穗预计ServiceNow第一季度的业绩将实现稳健的超预期表现，尽管该机构同时下调了目标价，但仍维持“跑赢大市”评级。
与此同时，行业趋势显示，AI软件定价模式正转向按实际使用量计费。ServiceNow的商业模式——按员工数销售核心软件，AI功能则按使用量收费——与这一行业演进方向相符，增强了市场对其在AI时代盈利能力的信心。
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