异动解读｜Workday盘中下跌5.33%，摩根士丹利下调评级叠加软件板块抛压延续

行情直击07-22

7月22日，Workday盘中下跌5.33%，报133.65美元/股，成交额9744.61万美元。

消息面上，摩根士丹利将Workday评级从"等权"下调至"低配"，目标价由185美元大幅削至145美元。该行指出，Workday核心增长持续放缓，AI货币化仍处试点阶段，短期内难以驱动有意义的营收增量。与此同时，IBM此前二季度营收172亿美元大幅低于预期的179亿美元，CEO称客户资本开支向硬件倾斜、挤压软件采购，板块抛压持续蔓延，Workday作为应用软件龙头首当其冲。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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