ServiceNow（NOW）今日盘中大涨6.38%，引发市场广泛关注。此次上涨主要受到多重利好因素叠加推动。
宏观层面，美国劳工部公布的7月非农就业数据显示，当月就业人数意外减少2.3万人，远低于市场预期的增加8万人。这一数据令市场对美联储9月加息的预期大幅降温，加息概率从报告发布前的55%骤降至约20%，宽松预期提振了科技股整体表现。
行业层面，协作软件制造商Atlassian和芯片公司Microchip Technology发布的强劲业绩预告大幅超出市场预期，带动芯片和软件板块集体走强。同时，前一交易日因AppLovin营收不及预期拖累软件板块走低，ServiceNow一度下跌3.4%，当前呈现技术性修复反弹行情。
公司层面，ServiceNow近期在Black Hat大会推出六大自主安全解决方案，AI转型战略持续推进。公司二季度调整后每股收益为0.90美元，超出市场预期，且75.5亿美元收购Armis的交易已完成，多重积极因素为股价提供有力支撑。
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