---
title: "随着债券收益率飙升给科技股带来压力，ServiceNow 引领软件股反弹"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286944947.md"
description: "ServiceNow 在分析师评级积极和人工智能增长举措的推动下，引领了软件股的激增。与此同时，长期债券收益率已达到数十年来的最高水平，增加了借贷成本，并影响了高增长科技公司的估值。在持续的市场波动中，投资者正从芯片制造商转向软件公司，受通货膨胀、油价和地缘政治风险的驱动"
datetime: "2026-05-19T16:27:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286944947.md)
  - [en](https://longbridge.com/en/news/286944947.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286944947.md)
---

# 随着债券收益率飙升给科技股带来压力，ServiceNow 引领软件股反弹

Software stocks surge: ServiceNow jumped after a bullish analyst rating and AI growth plans, leading a rebound in enterprise software names. Bond yields climb: Long-term yields hit multi-decade highs, raising borrowing costs and weighing on high-growth tech valuations. Market rotation underway: Investors are shifting from chipmakers to software firms as inflation, oil prices, and geopolitical risks keep markets volatile.

### 相关股票

- [NOW.US](https://longbridge.com/zh-CN/quote/NOW.US.md)
- [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md)
- [NOWL.US](https://longbridge.com/zh-CN/quote/NOWL.US.md)
- [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md)

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