美股异动丨AI软件股盘初集体上涨,Palantir再创新高,ServiceNow、Shopify、赛富时涨近4%

中金财经
Yesterday
  美股AI应用软件股盘初上涨,Palantir涨1.5%再创新高,ServiceNow、Shopify、赛富时涨近4%,SAP SE、Snap、Workday涨超2%。   消息面上,美银分析师Tal Liani将赛富时(Salesforce)的评级从“跑输大盘”直接上调至“买入”,目标价从160美元大幅提升至285美元,这一“双级跳”的罕见操作成为板块情绪爆发的直接导火索。   美银在报告中明确指出:“AI的悬顶之剑已经结束”(The AI Overhang Is Over)。其核心逻辑是,大型企业不太可能替换承载其业务逻辑、数据、工作流和合规框架的现有平台,AI非但不会“去中介化”企业软件,反而会加深企业对赛富时这类平台的依赖。这一判断直接逆转了年初“SaaS末日论”对板块的压制。   

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