$ServiceNo_老虎社区_美港股上老虎

赚认知的米
06-03 01:28

$ServiceNow(NOW)$ ServiceNow 在大型客户中粘性这么强，有一个关键因素：网络安全。

目前，网络安全是 ServiceNow 能签下巨额、数百万美元企业合同的最大驱动力之一。

随着 Anthropic 的 Claude Mythos 即将发布，这个趋势被大幅加速了。

下次财报应该会很亮眼。

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。

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