7月20日，ServiceNow盘中下跌3.23%，报101.0美元/股，成交额1.85亿美元。
消息面上，软件板块仍在持续消化IBM此前发布的二季度初步业绩不及预期的冲击。IBM营收为172亿美元，低于市场预期的178.6亿美元，其CEO承认部分客户正将预算从软件转向硬件采购以对冲通胀风险，引发投资者对企业IT支出结构性转移的担忧。该负面信号自7月14日起已对系统软件行业形成系统性压制，ServiceNow作为企业级SaaS核心标的持续承压。此外，公司将于7月22日盘后公布二季度财报，财报前不确定性进一步放大个股波动。尽管近期Cantor Fitzgerald将目标价上调至141美元，但短期板块情绪仍受压制。
（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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