ServiceNow:生成式人工智能熊市或将到来

美股研究社
Aug 04

ServiceNow (NYSE:NOW) 最近公布了强劲的盈利业绩,预计其在软件行业中将名列前茅。目前,该公司展现出了非凡的执行力,成功抵御了增长放缓。再加上其稳健的 GAAP 盈利能力,也就不难理解为什么该股能够获得相对于同行的溢价。不过溢价幅度还挺明显的,而且分析师对软件行业整体前景不那么乐观,这说不定会是个不小的风险。5 月时,分析师并不建议持有该公司,因为它的估值已经把最理想的情况都反映...

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