ServiceNow(NOW.US)一度跌超11%，最低触及115.01美元，创逾八年新低。消息面上，ServiceNow去年第四季度订阅收入同比增长21%至34.7亿美元，剔除部分项目后的每股收益为92美分，均超过市场预期。截至去年12月31日，年度合同价值超过500万美元的客户数量从上一季度的553家增加至603家。 然而，投资者仍担忧生成式AI将重塑行业格局，进而削弱ServiceNow的市场地位。RBC Capital Markets分析师Matthew Hedberg指出，虽然财报和指引在很大程度上符合甚至好于预期，但股价的下跌令人感到意外，这反映了当前市场对软件行业估值逻辑的深刻分歧。(格隆汇)
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