7月7日，ServiceNow盘中上涨3.13%，报109.65美元/股，成交额9.77亿美元。
消息面上，美股AI应用软件板块集体走高，Palantir涨超4%、Roblox涨近12%、Applovin涨近5%、Shopify涨近3%，板块联动效应显著。市场正逐步认识到AI应用不仅不会彻底取代传统软件服务，反而会催生网络安全等新需求，此前对AI巨头快速蚕食传统软件市场的极端恐慌明显缓解。此外，Guggenheim此前将ServiceNow评级从中性上调至买入，目标价125美元，释放AI不会成为传统软件丧钟的关键信号，叠加公司近期与埃森哲、IBM、HCL等密集落地AI合作项目，市场对其AI平台商业化前景信心持续回暖。
（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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