ServiceNow(NOW)今日盘中大涨5.01%，引发市场广泛关注。
消息面上，公司此前发布的二季度财报全面超出市场预期，调整后每股收益达0.90美元，高于预期的0.85美元；营收39.87亿美元，同比增长24%。公司同时上调全年订阅收入指引至157.6亿至157.8亿美元。财报发布后，多家投行集中上调目标价，Evercore ISI上调至160美元，汇丰上调至179美元，杰富瑞上调至140美元，显示出市场对公司前景的强烈信心。此外，公司近期与TeamViewer达成多年战略合作，并扩大与Experian的AI平台协议，多重利好持续支撑股价走强。
与此同时，云计算板块今日整体走高。知名投资者史蒂夫·艾斯曼指出，AI产业红利正从上层大模型应用端向底层算力与云端基础设施环节转移，云计算依托刚性算力需求形成稳健支撑。甲骨文涨超5%，赛富时涨超4%，板块联动效应亦对ServiceNow股价构成助力。
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