ServiceNow(NOW)今日盘中大涨5.01%，表现强劲，引发市场广泛关注。
消息面上，多重利好共同推动股价走高。首先，公司此前发布的二季度财报全面超预期，调整后每股收益达0.90美元，高于市场预期的0.85美元；营收39.87亿美元，同比增长24%，同时公司将全年订阅收入指引上调至157.6亿至157.8亿美元。财报发布后，多家投行集中上调目标价：Evercore ISI上调至160美元，汇丰上调至179美元，杰富瑞上调至140美元。此外，公司近期与TeamViewer达成多年战略合作，并扩大与Experian的AI平台协议，进一步巩固了市场信心。
与此同时，市场资金出现从芯片股轮动至SaaS概念股的迹象，Workday、Adobe、SAP等软件股集体走强。摩根士丹利最新研报指出，市场对软件产业的悲观看法已经过头，维持软件产业具吸引力评价，并将ServiceNow列为AI时代最具信心的超配标的之一。该行测算显示，AI推理时代生成式AI投资的增量资本回报率可达25%至50%，显著高于市场预期，进一步提振了AI应用板块的投资情绪。
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