6月11日，Workday盘中下跌5.05%，报130.48美元/股，成交额1.49亿美元。
消息面上，应用软件板块延续弱势，Adobe跌5.6%、赛富时跌4.02%、Palantir跌1.69%，板块联动效应持续拖累Workday走弱。此前美银证券重启对Workday的覆盖，给予中性评级及140美元目标价，当前股价已进一步跌破该目标价至130美元附近。美银指出Workday基于席位的货币化模式面临价值压缩风险，压力源于企业裁员精简及AI智能体定价模式对传统按人头收费的冲击。尽管公司近期宣布加拿大公共部门客户增长加速，但板块系统性抛压叠加商业模式转型疑虑，仍主导市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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