异动解读｜Workday盘中上涨5.15%，软件板块持续反弹叠加投行评级上调催化延续

行情直击07-03

7月3日，Workday盘中上涨5.15%，报136.98美元/股，成交额3.36亿美元。

消息面上，软件板块延续近期反弹势头，同行业Adobe同日上涨5.1%，板块联动效应显著。此外，Monness Crespi & Hardt近期将Workday评级从中性上调至买入，目标价150美元，较当前股价仍有约10%上行空间，持续提振市场情绪。此前市场对AI冲击传统软件商业模式的最悲观预期有所修正，分析师指出企业全面用AI替代软件的说法不切实际。

基本面方面，Workday一季度调整后每股收益2.66美元超出预期的2.51美元，营收同比增长13%至25.4亿美元，AI智能代理客户数环比翻倍逾4000家，管理层同步上调全年利润率指引，业务兑现能力显著提升。

（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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