6月10日，ServiceNow盘前下跌3.08%，报103.64美元/股，成交额828.54万美元。消息面上，此次下跌系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全年收入目标从10亿美元上调至15亿美元，推动股价单日大涨超11%，随后进入连续回调阶段。此外，期权市场此前出现价值约443.55万美元的合成空头大单，表明空头情绪浓厚；对Armis的收购预计将使全年营业利润率与自由现金流利润率承压，叠加市场对AI颠覆传统软件模式的担忧及强劲就业数据引发的加息预期，给高估值成长股带来额外下行压力。与此同时，系统软件板块整体走弱，微软跌1.24%、甲骨文跌2.82%、NEBIUS跌3.22%，板块低迷进一步加剧短期抛压。
（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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