Workday（股票代码：WDAY）今日盘中股价出现大幅下跌，跌幅达6.62%，引起了市场的广泛关注。
消息面上，此次下跌主要受到美银证券最新研究报告的影响。该机构重启对Workday的覆盖，并给予其“中性”评级，同时设定140美元的目标价，该价格显著低于当前股价。分析师在报告中指出，Workday基于席位的货币化模式正面临价值压缩风险，压力主要来自企业裁员精简趋势、AI智能体定价模式对传统按人头收费方式的冲击，以及合同定价与期限方面的潜在问题。报告认为，尽管公司在人力资本管理领域地位稳固，但更多是在维持市场份额而非获取新份额，并且缺乏近期的增长催化剂。
此外，应用软件板块在交易时段内整体承压，出现普跌行情，板块联动效应进一步加剧了Workday股价的回调幅度。
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