美股詳情

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ServiceNow

132.53

+1.361.04%

盤後：132.28-0.2475-0.19%19:59 EDT

成交量：1,073.00萬

成交額：14.21億

市值：1,373.22億

市盈率：82.80

高：134.45

開：130.50

低：130.39

收：131.17

52周最高：194.73

52周最低：81.24

股本：10.36億

流通股本：10.29億

量比：0.77

換手率：1.04%

股息：- -

股息率：- -

每股收益(TTM):1.60

每股收益(LYR):1.67

淨資產收益率：14.24%

總資產收益率：4.25%

市淨率：10.97

市盈率(LYR):79.36

資料載入中...

總覽公司新聞公告

異動解讀｜ServiceNow盤中上漲3.03%，Black Hat大會發布六大自主安全解決方案提振情緒

ServiceNow推出六大自主安全解決方案，構建AI時代防禦體系

环球市场播报

期權聚焦 | ServiceNow看漲情緒濃厚，百萬美元賣遠月深度虛值Put收租，22萬買入虛值Call押注突破

現在服務公司(NOW)股票8月3日盤中上漲3.79%：投資者必看的核心信息

TradingKey中文

ServiceNow首席執行官如何考量長期戰略佈局

环球市场播报

SaaS板塊集體上攻 ServiceNow（NOW）漲4.17% 機構指AI應用板塊切換至基本面驅動行情

雲計算板塊盤初普漲 CoreWeave（CRWV）漲逾8% 小摩料27年全球雲計算資本支出達1.2萬億美元

美股AI應用軟件股集體走強，ServiceNow升逾7%，Snowflake、Figma升逾6%

老虎资讯综合

異動解讀｜ServiceNow盤中上漲4.95%，裁員重組被市場解讀為AI轉型利好

異動解讀 | ServiceNow盤中大漲5.08%，裁員重組被市場解讀為AI轉型利好

高盛：將應用材料(AMAT.US)、達美航空(DAL.US)、微軟(MSFT.US)、聯合包裹(UPS.US)等納入美股

異動解讀｜ServiceNow盤前上漲3.04%，裁員重組被市場解讀為AI轉型利好

異動解讀｜ServiceNow盤前下跌3.02%，財報利好消化後延續回調走勢

ServiceNow據報擬裁員最多1000人，以配合收購後的規模調整

異動解讀｜ServiceNow盤中下跌3.06%，報111.13美元

異動解讀｜ServiceNow盤前下跌3.22%，報112.48美元

異動解讀 | 財報超預期疊加多重利好，ServiceNow盤中大漲5.02%

異動解讀｜ServiceNow盤中上漲3.25%，二季度財報超預期疊加資金輪動SaaS板塊延續漲勢

隨着人工智能相關擔憂衝擊納斯達克，軟件股上漲

異動解讀 | 財報超預期疊加板塊輪動，ServiceNow盤中大漲5.01%

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| ServiceNow看漲情緒濃厚，百萬美元賣遠月深度虛值Put收租，22萬買入虛值Call押注突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1105823695","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105823695?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 09:02","pubTimestamp":1785805377,"startTime":"0","endTime":"0","summary":"ServiceNow收盘报114.19美元，涨幅2.66%。期权市场看涨情绪浓厚，多笔大单透露出资金的积极布局。一笔近百万美元的卖出Put收租和一笔超22万美元的买入Call押注突破，共同构成了当日偏多基调，Call/Put成交量比高达2.70。整体来看，NOW期权大单情绪明显偏多，且多头态度具有一定层次性：一部分资金通过深度虚值PUT卖出进行收租式看多，显示对下方风险的容忍度较高；另一部分资金则直接买入远端虚值CALL，体现对未来上涨空间的主动押注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0354030438.USD","LU0158827781.USD","LU2089284900.SGD","LU2271345857.HKD","LU1267930730.SGD","BK4503","LU1989772840.SGD","LU2106854487.HKD","BK4613","LU1989764664.SGD","BK4097","LU2125909759.SGD","LU2381873111.SGD","LU0943347566.SGD","LU0353189680.USD","LU1551013342.USD","LU1974910355.USD","LU1323610961.USD","LU1988902786.USD","LU1803068979.SGD","LU2023251221.USD","IE00B894F039.SGD","LU0081259029.USD","LU1951200564.SGD","LU2264538146.SGD","LU0348723411.USD","LU0889565833.HKD","LU0689472784.USD","LU1923622291.USD","LU1923622614.USD","LU0082616367.USD","LU2125909247.SGD","LU2286300806.USD","BK4566","LU0158827948.USD","BK4550","LU0109392836.USD","BK4581","BK4585","LU2458330243.SGD","LU2023250843.SGD","CLOD","LU1064131342.USD","LU0820561909.HKD","LU0823434740.USD","LU0265550359.USD","LU1917777945.USD","NOWL","LU0109391861.USD","IE00B19Z9P08.USD","LU1989772923.USD","LU1951198990.SGD","BK4528","LU2087625088.SGD","BK4588","LU1989764748.USD","LU2023250504.SGD","LU0354030511.USD","LU2028103732.USD","BK4608","LU0820561818.USD","LU2458330169.SGD","LU0708995401.HKD","LU2433249047.HKD","LU2089283258.USD","LU1116320901.HKD","BK4534","IE00BMPRXN33.USD","NOW","LU1153585028.USD","LU0353189763.USD","IE00B19Z9Z06.USD","LU2125909916.SGD","LU1923623000.USD","BK4543","LU0672654240.SGD","BK4607","LU2125909593.SGD","LU1551013425.SGD","LU0320765059.SGD","LU0316494557.USD","LU0011850046.USD","LU2543165471.USD","IE00BZ9MQY76.HKD","IE00BMPRXR70.SGD","LU1116320737.USD","LU0265550946.USD","LU0823434583.USD","LU0719512351.SGD","LU2111349929.HKD","LU2063271972.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656230939","title":"現在服務公司(NOW)股票8月3日盤中上漲3.79%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2656230939","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656230939?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 03:16","pubTimestamp":1785784586,"startTime":"0","endTime":"0","summary":"• ServiceNow报告了强劲的订阅收入增长，以及持续扩张的大型交易管线。\n• 将生成式AI整合到工作流解决方案中，推动了更高层级订阅的采用和利润率的提升。\n• 有利的宏观经济转变和美债收益率的企稳支撑了该股的估值。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262071439-market-movers-now-20260803","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2433249047.HKD","LU1923623000.USD","LU1989764664.SGD","LU0082616367.USD","LU0354030438.USD","LU0719512351.SGD","LU0354030511.USD","LU2087625088.SGD","NOW","LU1551013342.USD","LU1989764748.USD","BK4608","CLOD","LU0348723411.USD","LU2458330243.SGD","LU0265550359.USD","BK4607","BK4534","LU0109391861.USD","LU0689472784.USD","LU1116320737.USD","LU1803068979.SGD","LU1951200564.SGD","LU1551013425.SGD","BK4581","LU2381873111.SGD","LU0708995401.HKD","BK4528","LU0820561909.HKD","NOWL","LU2023251221.USD","LU2028103732.USD","IE00B894F039.SGD","LU1988902786.USD","LU0158827948.USD","BK4585","LU0316494557.USD","LU2023250843.SGD","LU2125909759.SGD","LU0011850046.USD","BK4588","BK4543","LU1267930730.SGD","LU1989772840.SGD","LU1323610961.USD","BK4097","IE00BMPRXN33.USD","LU0820561818.USD","LU2106854487.HKD","LU2264538146.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656377160","title":"ServiceNow首席執行官如何考量長期戰略佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2656377160","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656377160?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:36","pubTimestamp":1785767760,"startTime":"0","endTime":"0","summary":"ServiceNow 首席执行官比尔麦克德莫特上周五接受我的采访时表示：“倘若首席执行官不能持续推动企业领跑市场，这个岗位的意义何在？”上周五，ServiceNow 股价约 111 美元，较高点 194.72 美元回落近 43%。他提出，市场出于对人工智能颠覆行业的担忧，对 SaaS 企业重新估值，ServiceNow 受到波及实属误判。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-03/doc-inimafpx4439739.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00B894F039.SGD","LU0689472784.USD","LU1988902786.USD","LU1989772840.SGD","BK4613","LU2028103732.USD","LU2271345857.HKD","BK4607","LU1923622614.USD","LU0158827948.USD","LU1917777945.USD","IE00BZ9MQY76.HKD","BK4528","LU2264538146.SGD","BK4585","LU1951198990.SGD","LU0348723411.USD","LU0109392836.USD","NOW","LU1551013342.USD","LU2381873111.SGD","LU2286300806.USD","LU2106854487.HKD","BK4503","LU2111349929.HKD","BK4588","CLOD","LU2458330243.SGD","LU2087625088.SGD","LU1803068979.SGD","LU0823434740.USD","LU1153585028.USD","NOWL","LU2089283258.USD","LU1974910355.USD","LU2125909916.SGD","BK4543","LU2023250504.SGD","LU1923622291.USD","LU0353189763.USD","LU2089284900.SGD","LU0354030438.USD","LU2125909247.SGD","LU0081259029.USD","BK4550","LU0109391861.USD","LU2125909593.SGD","IE00B19Z9P08.USD","LU0823434583.USD","LU0672654240.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656937793","title":"SaaS板塊集體上攻 ServiceNow（NOW）漲4.17% 機構指AI應用板塊切換至基本面驅動行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2656937793","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656937793?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 22:28","pubTimestamp":1785767322,"startTime":"0","endTime":"0","summary":"消息面上，国信证券新近指，AI 应用领域，由于模型侧降价叠加新场景，需求端有望加速膨胀。一方面，模型能力上台阶与推理成本下探正在同步发生。该行认为，具备场景卡位优势、数据积累壁垒和核心技术能力的垂直应用厂商，将迎来业绩加速释放与估值体系重构的双重机遇，AI 应用板块正从主题投资切换至基本面驱动的行情。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjZmMjQ4YmQ4ZjZmMDRlNTI1MzFkZTUxNzM2MjM3NjU3NDA0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303351","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0689472784.USD","BK4503","LU2125909247.SGD","LU0353189763.USD","LU0672654240.SGD","LU0316494557.USD","LU2458330169.SGD","IE00B894F039.SGD","LU2125909593.SGD","LU2543165471.USD","LU0708995401.HKD","LU1989764664.SGD","LU0320765059.SGD","LU2023250843.SGD","LU1116320901.HKD","BK4543","LU2089284900.SGD","LU1803068979.SGD","LU2264538146.SGD","LU1989764748.USD","LU0082616367.USD","LU0943347566.SGD","LU1116320737.USD","IE00BMPRXR70.SGD","LU1974910355.USD","LU0353189680.USD","LU1153585028.USD","LU2023251221.USD","LU0348723411.USD","LU1923622291.USD","NOWL","BK4588","BK4550","LU1989772840.SGD","LU0354030511.USD","LU2023250504.SGD","LU0820561909.HKD","LU0109391861.USD","IE00B19Z9P08.USD","LU1988902786.USD","IE00BZ9MQY76.HKD","LU2286300806.USD","LU2381873111.SGD","LU2125909916.SGD","LU1951198990.SGD","LU0265550359.USD","LU1551013342.USD","LU0823434740.USD","LU2087625088.SGD","LU0719512351.SGD","LU2433249047.HKD","LU0889565833.HKD","CLOD","LU0820561818.USD","LU2271345857.HKD","BK4528","LU0265550946.USD","NOW","BK4608","LU1923622614.USD","LU1551013425.SGD","LU0823434583.USD","LU1323610961.USD","LU2111349929.HKD","LU1917777945.USD","LU1951200564.SGD","LU2458330243.SGD","LU2106854487.HKD","BK4534","BK4607","LU1267930730.SGD","LU1989772923.USD","LU0081259029.USD","BK4581","BK4097","LU2125909759.SGD","IE00B19Z9Z06.USD","IE00BMPRXN33.USD","LU0158827948.USD","LU1923623000.USD","LU2089283258.USD","LU2063271972.USD","LU0354030438.USD","BK4566","LU0109392836.USD","LU0158827781.USD","BK4613","LU1064131342.USD","LU2028103732.USD","LU0011850046.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656372957","title":"雲計算板塊盤初普漲 CoreWeave（CRWV） 漲逾8% 小摩料27年全球雲計算資本支出達1.2萬億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2656372957","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656372957?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 21:56","pubTimestamp":1785765415,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股云计算板块盘初普涨，截至发稿，CoreWeave  涨 8.01%，ServiceNow  涨 7.01%，甲骨文  涨 5.63%，Meta Platforms  涨 5.53%，阿里巴巴  涨 5.49%，赛富时  涨 4.88%，微软  涨 4.97%，谷歌 - A  涨 4.54%，亚马逊  涨 4.44%。消息面上，摩根士丹利新近研究预计，全球云计算资本支出将在 2027 年达到 1.2 万亿美元，同比增长 30%，较第二季度前估算高出 1700 亿美元。Alphabet 、Amazon 和 Meta 均上调了 2026 年资本支出指引，而 Microsoft 维持了其支出展望。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303348","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1582987324.SGD","TYLG","LU1670710588.SGD","LU0130518102.USD","BK4614","GB00BDT5M118.USD","LU1815333072.USD","LU1934455194.USD","LU0061474705.USD","LU0208291251.USD","LU1066051811.HKD","IE0009G5SDU7.USD","LU1974910355.USD","IE00BKPKM429.USD","LU1037948897.HKD","LU0957791311.USD","IE000MB6IJN5.SGD","LU0965509283.SGD","LU0149725797.USD","LU1003077747.HKD","LU0821914370.USD","LU2092937148.SGD","LU0096362180.USD","NOWL","BK4503","LU2047632596.USD","SG9999017495.SGD","LU2360106780.USD","LU0787776722.HKD","LU1923623000.USD","LU1366192091.USD","LU1366333091.USD","LU0128525689.USD","LU1935042215.USD","ORCX","LU2361044949.HKD","LU2403377893.USD","LU2746668974.SGD","LU2286300806.USD","LU0348814723.USD","IE00B19Z3B42.SGD","IE00B19Z8X17.USD","CRWU","LU1989773731.SGD","LU2023250504.SGD","EFIV","LU2271345857.HKD","BK4588","BK4533","LU1623119135.USD","LU1670711123.USD","LU0310799852.SGD","BK4558","MSFU","BK4527","LU0276348264.USD","LU1316542783.SGD","LU2473716301.USD","LU1119994496.HKD","BK4550","LU2125909593.SGD","SG9999018857.SGD","LU0757359368.USD","LU0553294199.USD","LU2168564149.EUR","LU1152091168.USD","LU0823417653.USD","LU2420271590.USD","LU0545562505.USD","LU1116320737.USD","BABU","LU1429558221.USD","LU0314106906.USD","GB00B4QBRK32.GBP","LU0061474960.USD","LU0106831901.USD","LU0552385451.USD","LU2592432038.USD","IE00BK4W5L77.USD","LU1244550577.SGD","CQTM","LU1697837992.HKD","LU2298321311.HKD","UYG","LU1232071149.USD","LU0795875169.SGD","BK4207","HK0000532082.HKD","LU0433182093.SGD","LU1778281490.HKD","MSFL","LU1506573853.SGD","LU0501845795.SGD","LU2433249047.HKD","LU2092937221.SGD","LU0109391861.USD","LU1032466523.USD","TRUC","IE0009356076.USD","IE00BSNM7G36.USD","LU1989772923.USD","LU0859254822.USD","LU0528227936.USD","LU1008478684.HKD","LU1571399168.USD","LU0690374615.EUR","SG9999000418.SGD","LU0985489474.SGD","GOOX","IE0004445239.USD","LU1228905037.USD","AMZD","LU0079474960.USD","LU0456855351.SGD","LU2317271919.USD","LU2750360997.AUD","LU2237443549.SGD","BBYY","IE00B1XK9C88.USD","LU2087621335.USD","BK4577","LU2247934214.USD","SG9999011175.SGD","SG9999015341.SGD","IE00BFXG1179.USD","KBAB","LU0690374961.EUR","ORCL","BABO","LU1064131342.USD","LU2097344357.USD","SGXZ81514606.USD","IE000BZT7R73.USD","ROM","LU1934455277.USD","ORCU","LU0047713382.USD","LU0795875086.SGD","LU1066051225.USD","LU1181866309.USD","SGXZ31699556.SGD","IE0004086264.USD","LU0210528500.USD","XLF","LU1983260115.SGD","LU2860962120.EUR","LU0070217475.USD","LU0823411888.USD","LU1051768304.USD","LU0289960550.SGD","LU0057025933.USD","LU1515016050.SGD","BK4531","AMZN","CRWG","LU2106854487.HKD","BK4504","LU2275660780.HKD","LU2471134952.CNY","IE000M9KFDE8.USD","ILDR","BK4576","LU1228905540.USD","LU0203201768.USD","LU1048588211.SGD","AMZW","LU0316494557.USD","BK4525","LU1242518857.USD","LU0342679015.USD","LU0345768153.USD","LU2487616109.SGD","BK4122","LU0784384876.USD","LU1235295455.SGD","LU2092627202.USD","LU1894683348.USD","BK4023","LU2065171402.SGD","SGXZ80539844.SGD","LU0979878070.USD","LU1162221912.USD","LU1221951046.USD","09988","IE0003U64NQ7.SGD","LU2361045086.USD","SG9999015358.SGD","LU2347655073.USD","LU1261432733.SGD","BK4604","LU0354030511.USD","LU1551013342.USD","IE00BFMHRM44.USD","IYG","LU1242518931.SGD","LU1582986359.USD","LU1803068623.USD","VOX","LU0511384066.AUD","LU2108987350.USD","LU1564329461.SGD","JPMO","LU2746668461.USD","LU2237443382.USD","LU2089283258.USD","LU0957808578.USD","IE00BN8TJ469.HKD","LU0187121727.USD","LU1823568750.SGD","LU0210533765.USD","IE00BWXC8680.SGD","IE000ITXATA3.USD","LU0444971666.USD","LU0689626769.HKD","LU1670710661.SGD","LU2417539215.USD","LU2242650005.HKD","LU0211328371.USD","BK4565","LU1914381329.SGD","HK0000304805.HKD","AMZP","LU0788109477.HKD","LU2430703251.USD","TFNS","CRM","METU","LU0964807845.USD","LU1400636491.USD","LU1861559042.SGD","LU1564329115.USD","HULL","LU0077335932.USD","BK4505","LU2381873111.SGD","BK4551","SG9999004303.SGD","LU1221951129.SGD","GAMR","HK0000914660.USD","LU1720051108.HKD","LU0426412945.USD","IE00BHPRN162.USD","MSFT","LU2463028550.USD","LU0095938881.EUR","LU2491050071.SGD","LU1868837136.USD","VGT","LU1564329628.SGD","LU2430703178.SGD","LU2065169927.USD","IYF","LU0820561818.USD","LU0949170772.SGD","LU2404859741.USD","VFH","LU0894485498.HKD","IE00B3SWFQ91.USD","LU1934455863.HKD","LU0215105999.USD","SG9999014914.USD","LU2413666699.HKD","LU1267930227.SGD","LU0878866978.SGD","LU2505996509.AUD","LU0097036916.USD","LU1868837300.USD","LU1582987597.SGD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21:43","pubTimestamp":1785764619,"startTime":"0","endTime":"0","summary":"8月3日，ServiceNow盘中上涨4.95%，报118.94美元/股，成交额4.94亿美元。消息面上，公司近期推进的全球重组裁员计划正被市场重新解读为积极信号。公司明确表示此次裁员属于AI驱动的岗位再配置而非需求疲软，总员工人数维持在约3万人不变，体现纪律性成本管理。此外，公司此前完成75.5亿美元收购网络安全公司Armis、战略投资印度银行软件企业BusinessNext，叠加二季度调整后每股收益0.90美元超预期的基本面支撑，市场对其AI转型前景信心回升。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"ServiceNow盘中上涨4.95%，裁员重组被市场解读为AI转型利好","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126529181","title":"異動解讀 | 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21:36","pubTimestamp":1785764165,"startTime":"0","endTime":"0","summary":"ServiceNow(NOW)今日盘中大幅上涨5.08%，延续了盘前的强势表现，引发市场广泛关注。消息面上，公司近期推进的全球重组裁员计划（涉及约1000个岗位）正被市场重新解读为积极信号。公司明确表示，此次裁员属于AI驱动的岗位再配置，而非需求疲软，总员工人数仍维持在约3万人不变，体现了纪律性成本管理。此外，公司此前完成75.5亿美元收购网络安全公司Armis、战略投资印度银行软件企业BusinessNext等动作，叠加二季度调整后每股收益0.90美元超预期的基本面支撑，市场对其AI转型前景的信心有所回升。同期系统软件板块表现稳健，也为股价提供了助力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656204793","title":"高盛：將應用材料(AMAT.US)、達美航空(DAL.US)、微軟(MSFT.US)、聯合包裹(UPS.US)等納入美股","url":"https://stock-news.laohu8.com/highlight/detail?id=2656204793","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656204793?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 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19:57","pubTimestamp":1785499056,"startTime":"0","endTime":"0","summary":"7月31日，ServiceNow盘前下跌3.02%，报106.8美元/股，延续前一交易日跌势。消息面上，公司虽于此前发布超预期二季度财报，股价在连续多日大涨后遭遇获利回吐压力。此外，中信证券近日将ServiceNow目标价从140美元下调至126美元，或进一步加剧抛压。值得注意的是，前一交易日ServiceNow下跌逾3%，同期系统软件板块内微软涨超14%、NEBIUS涨超18%，个股表现明显落后于行业，显示资金正从该股流出。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655333884","title":"ServiceNow據報擬裁員最多1000人，以配合收購後的規模調整","url":"https://stock-news.laohu8.com/highlight/detail?id=2655333884","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655333884?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 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