ServiceNow（股票代码：NOW）今日盘前股价大幅上涨5.09%，引起了市场的广泛关注。
消息面上，此次上涨主要受到多重积极因素的推动。首先，BTIG的最新调研指出，ServiceNow的AI叙事正经历“实质性”的积极转变，市场预期其第二季度业绩可能成为关键的起跳点。其次，公司近期在AI领域的战略合作不断深化，包括与埃森哲联合推出AI驱动的托管安全服务，帮助企业向智能体AI架构迁移；同时，公司此前还与IBM、HCL Technologies、Google Cloud以及慧与科技等多家行业巨头扩大了在AI领域的合作，持续巩固其平台生态系统。
此外，行业层面也出现了利好变化。OpenAI推迟其IPO计划，缓解了市场对AI技术可能迅速取代传统软件公司的担忧，从而带动了整个软件板块的估值修复。ServiceNow当前的远期市盈率约为24倍，相较于其五年平均水平的61倍已大幅压缩，这使得其估值吸引力凸显，增强了资金回补的意愿。
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