异动解读｜Workday盘中下跌5.16%，Q2指引不及预期叠加应用软件板块普跌

行情直击09-04

9月4日，Workday盘中下跌5.16%，报196.24美元/股，成交额3419.29万美元。

消息面上，Workday近期公布的第二财季业绩虽然超出市场预期，调整后每股收益2.75美元高于预期的2.61美元，营收26.49亿美元亦超出预期，但公司同步下调了全年销售指引，Q3订阅积压订单指引亦不及预期，令反弹动能受到抑制。瑞银指出，公司2028财年增长指引反映出AI投资回报延迟，尤其是基于用量的Flex Credits定价变现慢于预期。此外，Capital One Securities将Workday评级从"跑赢大盘"下调至"中性"。当日应用软件板块整体承压，Adobe跌7.12%、Palantir跌2.81%，板块情绪偏弱进一步放大个股回调压力。

（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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