企业级云服务龙头ServiceNow(NOW)今日盘前股价大幅上涨5.06%，引起了市场的广泛关注。
消息面上，花旗银行发布前瞻报告指出，ServiceNow即将于4月22日公布的第一季度业绩可能会略微超出预期，因为消费的“早期迹象”已经开始显现。尽管花旗分析师将目标价从237美元下调至177美元，但仍维持“买入”评级，并对公司业绩持乐观态度。
与此同时，美股云计算板块整体走强也为ServiceNow的上涨提供了动力。行业层面，AI云计算需求持续释放，例如Coreweave与量化交易巨头Jane Street签署了价值60亿美元的AI云计算协议，彰显了企业级AI算力需求的旺盛。软件股整体迎来反攻行情，板块资金回流明显，ServiceNow作为行业龙头受益于行业景气度的回升。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.