7月27日，Docusign盘中上涨5.06%，报55.46美元/股，成交额4011.52万美元。
消息面上，市场资金从芯片股大举轮动至此前深度调整的SaaS概念股，板块整体走强。摩根士丹利发布研报指出，市场近期对软件产业的悲观看法已经过头，软件企业拥有订阅制现金流及坚固商业壁垒，AI价值的终局必将在应用层实现大规模商业化变现，该行维持软件产业具吸引力评价。受此带动，Workday涨超7%，Adobe、SAP均涨超5%，赛富时、DocuSign、ServiceNow均涨超4%。Docusign近期持续推进AI助手与智能体技术落地，IAM平台客户数稳步增长，基本面支撑板块轮动中的估值修复逻辑。
（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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