传Workday获银湖资本洽购 股价一度飙升近30%

格隆汇
Aug 14
受银湖资本洽购Workday消息提振,该公司股价周四盘中最高涨近30%,数度触发临时停牌。知情人士称,双方接触已有时日。消息公布后,Workday市值站上500亿美元。由于市场此前担忧人工智能将重塑软件行业格局,Workday股价长期承压。若此次收购最终成行,或意味着资本对软件资产的兴趣正在回归。杰富瑞分析师蒂尔认为,Workday现任CEO布斯里与银湖方面关系密切,交易具备一定可行性。基本面上,Workday今年5月季报超预期且上调指引,公司表示人工智能相关趋势正带来实质性利好。

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