异动解读｜ServiceNow盘前上涨3.34%，AI叙事积极转变叠加多项战略合作推动估值修复

行情直击07-01

7月1日，ServiceNow盘前上涨3.34%，报102.6美元/股，成交额1125.07万美元。

消息面上，BTIG最新调研指出ServiceNow的AI叙事正经历"实质性"积极转变，Q2或成关键起跳点。同时，公司近日与埃森哲联合推出AI驱动的托管安全服务，帮助企业从传统风险平台向智能体AI架构迁移；此前还与IBM、HCL Technologies及Google Cloud、慧与科技等多方扩大AI领域合作，持续巩固平台生态。此外，OpenAI推迟IPO缓解了市场对AI取代传统软件的焦虑，软件板块整体估值修复延续，ServiceNow当前远期市盈率约24倍，较五年均值61倍大幅压缩，资金回补意愿增强。

（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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