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AI应用软件股盘中普升 Shopify（SHOP）涨3.70%、赛富时（CRM）涨2.65%

金吾财讯
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金吾财讯 | 美股AI应用软件股盘中普升，截至发稿，Shopify（SHOP）涨3.70%，赛富时（CRM）涨2.65%，Snap Inc（SNAP）涨2.17%，ServiceNow（NOW）涨2.43%，Zeta Global（ZETA）涨2.31%，Samsara（IOT）涨2.30%，Gitlab（GTLB）涨1.98%，Elastic（ESTC）涨1.57%，SAP SE（SAP）涨1.42%。消息面上，外媒报道披露，英特尔（INTC）首席执行官陈立武（Lip-Bu Tan）在新加坡出席由星展银行举办的行业研讨会时强调，软件在优化硬件基础设施效率、充分释放算力潜能方面将发挥不可替代的关键作用。此外，富国银行发布最新研究报告，对多家知名软件巨头的评级和目标价进行了调整。其中，该机构将Tyler（TYL）的评级从“持股观望”提升至“增持”，目标价由335美元上调至400美元。报告认为该公司受宏观冲击和AI颠覆的风险较低，2025年订单不利因素多为暂时的，2027财年具备强劲反弹空间，且当前估值远低于历史均值及同类软件公司。同时，富国银行还上调了多家高韧性软件公司的目标价，包括将ServiceNow目标价调至190美元、Palo Alto Networks（PANW）调至525美元，以及将CrowdStrike（CRWD）目标价大幅上调至300美元等。

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