ServiceNow（NOW）今日盘中大跌5.02%，引起了市场的广泛关注。
消息面上，此次下跌是此前急涨后持续获利回吐的延续。ServiceNow此前在JP摩根投资大会上将Now Assist全年收入目标上调，推动股价单日大涨超11%，随后进入连续回调阶段。期权市场近日出现价值约443.55万美元的合成空头大单，表明市场空头情绪较为浓厚。同时，系统软件板块内个股普遍走低，板块低迷进一步加剧了短期抛压。
此外，公司内部因素也构成压力。对Armis的收购预计将使2026年全年营业利润率与自由现金流利润率承压。市场对AI颠覆传统软件模式以及非AI软件支出疲软的担忧，叠加强劲美国就业数据引发的加息预期，给ServiceNow这类高估值成长股带来了额外的下行压力。
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