ServiceNow(NOW)今日盘前股价大涨5.06%，引起了市场的广泛关注。
消息面上，此次上涨主要得益于公司近期密集发布的AI合作利好。具体来看，ServiceNow近日接连宣布多项AI相关合作进展，包括与Experian达成多年期自主AI代理合作协议，覆盖员工入职及第三方风险管理等场景；此前Knowledge大会期间，公司与NVIDIA的Project Arc项目、与联想、微软、FedEx等生态合作也集中亮相，被业界视为从“咨询型AI”向“自主执行”的关键转型。此外，公司40亿美元债券发售吸引约380亿美元认购订单，资金将用于支持AI扩张战略，市场信心显著增强。
同时，前期利空消息已被市场充分消化。桥水基金一季度报告显示已清仓ServiceNow等企业软件股，但该股此前已大幅回调，一季度累计下跌约31%，过去一年跌幅达54%，市场认为负面因素或已基本反映在股价中。在股价经历深度调整后，公司积极推进人工智能转型的战略举措，如与Experian合作落地Agentic AI工作流方案、与英伟达开展Project Arc项目等，有效修复了投资者情绪，共同推动了此次股价上涨。
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