企业软件公司ServiceNow(NOW)今日盘中股价大幅下挫5.02%，市场表现引发关注。
消息面上，瑞银(UBS)将ServiceNow的股票评级从“买入”下调至“中性”，同时将其目标价从170美元大幅调降至100美元。瑞银在报告中指出，虽然ServiceNow的核心记录系统业务稳固，但其工作流程自动化业务层可能面临人工智能技术的冲击风险。报告认为，企业可能更多地利用AI模型来自动化任务，而非升级至ServiceNow的Pro Plus或Now Assist等高级服务套餐。此外，随着企业预算越来越多地向人工智能计划倾斜，非人工智能软件的近期支出环境面临挑战，这可能导致ServiceNow在未来几个季度的业绩表现“低于正常水平”。
此次评级下调反映了市场对ServiceNow在AI浪潮下面临业务结构性挑战的担忧，直接影响了投资者信心，导致股价在交易时段内承压下行。
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