NOW财报超预期，绩后大跌！被错杀了吗？

小虎AV

04-24

悬赏1000虎币

$ServiceNow(NOW)$ & $IBM(IBM)$ 绩后大跌，又把刚反弹两周的软件板块给带下去了… ServiceNow CEO接受采访，反驳了软件会被取代的担忧，表示大语言模型（LLMs）会被用在软件中，与软件共存：

但似乎市场并不买账，大家看到的是：保守的指引、地缘政治导致的订单延迟、入不敷出（AI收入艰难，另一边还在收购+投资）……

大家有买软件板块的股票吗？ $ServiceNow(NOW)$ 是被错杀吗？

评论区分享你的观点，一起赢取虎币奖励！

$赛富时(CRM)$ $微软(MSFT)$ $甲骨文(ORCL)$

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

880虎币已分给32位参与者,剩余120虎币已退还至发起者

截止至05/15 13:07

精彩评论

effortless
04-24
effortless
赢得30虎币
软件板块现在是分化行情，不是齐涨齐跌；ServiceNow（NOW）属于“错杀成分很大，但有硬伤”，适合偏长期、能扛波动的人，短期博弈性价比一般。
虎升威
04-24
虎升威
赢得15虎币
逢跌加仓
勇敢_小虎
04-24
勇敢_小虎
赢得30虎币
没有错杀，传统软件商需要寻找新的出路，例如AI到加持，不能依赖老路，所以的需要创新，加油
勇敢_小虎
04-24
勇敢_小虎
赢得30虎币
没有错杀，的确需要转变了，需要结合点增长点，资本市场才能更喜欢，所以一定要结合AI。这样才有出路
一路走来cd
04-24
一路走来cd
赢得30虎币
软件需要证明自己盈利的持续性。这个不容易，继续等
一路走来cd
04-24
一路走来cd
赢得30虎币
LLMS（大语言模型）不确定性很大。前段时间买过一个国内的llm软件公司，事实证明业绩一直没改善，还越来越差了。这个例子说明，大语言模型不是必要证明，市场的谨慎很对

发表看法

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