异动解读｜ServiceNow盘前上涨6.3%，AI业务目标大幅上调叠加多家机构积极评级

行情直击05-29

5月29日，ServiceNow盘前上涨6.3%，报115.69美元/股，成交额1262.16万美元，延续近期多日反弹走势。

消息面上，公司在JP摩根投资大会披露，已将Now Assist智能助理全年收入目标从10亿美元大幅上调50%至15亿美元，采用"许可证+实际消耗"混合定价模式，客户在AI Agent场景下消耗速度远超预期，百万美元级客单价和续约率大幅攀升。此外，奥本海默维持"买入"评级并给出130美元目标价，美国银行亦恢复覆盖给予"买入"评级及130美元目标价，公司还参投OpenRouter 1.13亿美元B轮融资强化AI布局。安全业务突破10亿美元规模，自研数据库RaptorDB上线不到一年ACV即破1亿美元，多条增长曲线正在兑现，AI货币化加速与分析师看好形成合力支撑股价。

（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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