ServiceNow(NOW)今日盘中大涨5.01%，引起了市场的广泛关注。
消息面上，摩根士丹利等机构指出，半导体股票的上升动能正在减弱，市场资金正转向表现相对落后的股份，其中就包括人工智能相关的超大规模数据中心运营商，如ServiceNow。同时，AI应用软件板块整体情绪延续强势，带动了相关个股的联动上扬。
市场观点认为，AI应用不会彻底取代传统软件服务，反而会催生网络安全等新需求，这缓解了此前市场对AI巨头快速蚕食传统软件领域的极端恐慌。此外，Guggenheim此前将ServiceNow的评级从中性上调至买入，并设定了125美元的目标价，这进一步释放了AI将为传统软件企业带来增量而非替代的积极信号，持续提振了市场信心。
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