<p>作者：Christine Ji</p>
<p>應用軟件股票在華爾街獲得更多關注</p>
<p>在美國銀行重新啓動對 ServiceNow 的覆蓋並給予買入評級和 130 美元的目標價後，ServiceNow 的股價上漲。</p>
<p>就在幾周前，ServiceNow 因其令人失望的財報拖累了整個軟件行業，引發了對客户支出健康狀況的擔憂。</p>
<p>但現在，ServiceNow（NOW）的股票有望迎來一年多以來的最佳表現，可能暗示軟件行業的復甦。</p>
<p>週一早些時候，ServiceNow 的股價上漲了最多 8%，截至午盤交易時上漲了 5%，有望實現連續第三個交易日的上漲。這家企業工作流軟件提供商的股票在標準普爾 500 指數中表現第二好。根據道瓊斯市場數據，該股票有望實現自 2025 年 4 月以來的最佳單日百分比漲幅。</p>
<p>推動今天上漲的是華爾街重新燃起的樂觀情緒，美國銀行分析師 Tal Liani 週一重新啓動了對該股票的覆蓋，給予買入評級和 130 美元的目標價。Liani 寫道，該公司在管理和審計組織中的人工智能代理方面發揮着 “關鍵任務” 的作用。</p>
<p>關於人工智能解決方案取代傳統企業軟件的擔憂導致 ServiceNow 的股價自年初以來下跌了 34%，但 Liani 表示，考慮到公司的增長和自由現金流生成，當前股價具有吸引力。</p>
<p>“雖然人工智能正在擾亂軟件領域，但我們認為 [ServiceNow] 將從新的人工智能解決方案中受益，而不是被取代，” Liani 説。由於該公司已經深度嵌入企業工作流，ServiceNow 在為人工智能代理提供合規保障和確定性商業規則方面具有獨特優勢，Liani 表示。</p>
<p>該公司成功地從基於席位的定價模式轉向考慮人工智能消費的混合定價模式。Liani 指出，隨着客户轉向更高層次的套餐，管理層預計平均價格將上漲 20% 至 30%。Liani 還強調，ServiceNow 最近收購的網絡安全公司 Armis 和 Veza 擴大了公司的可服務市場，並增強了其人工智能控制塔的產品。</p>
<p>閲讀：為什麼 ServiceNow 的股票在財報發佈後下滑</p>
<p>更廣泛的軟件行業也出現了其他的綠 shoots。iShares Expanded Tech-Software Sector ETF IGV 的股票在過去一週上漲了超過 1%，在過去一個月上漲了近 7%。</p>
<p>Jefferies 分析師 Jeffrey Favuzza 在週一早上的報告中寫道，基礎設施軟件和網絡安全股票最近表現尤為突出。投資者押注這些公司更能抵禦人工智能的衝擊，因為它們的商業模式與對人工智能計算需求的激增密切相關。</p>
<p>然而，應用軟件股票也參與了這波上漲。上週，設計軟件公司 Figma（FIG）以強勁的財報令投資者驚豔，顯示其基於使用的信用系統通過人工智能實現了更多的貨幣化。該公司表示，75% 的重度企業用户在達到每月上限後選擇購買額外的信用。</p>
<p>自上週四以來，Figma 的股票上漲了 14%，此前該公司自去年上市以來股價遭受重創。</p>
<p>查看更多：Figma 為其疲軟的股票找到了一個解決方案——一種通過其人工智能產品賺錢的新方式</p>
<p>-Christine Ji</p>
<p>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>05-18-26 1305ET</p>

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<p>ServiceNow 的股票有望迎來一年多以來的最佳表現，股價上漲 5%，原因是美國銀行重新覆蓋並給予買入評級，目標價為 130 美元。這是在經歷了一段因對人工智能對傳統軟件影響的擔憂而導致的下滑後發生的。分析師認為，ServiceNow 在人工智能進步中處於有利位置，成功轉向混合定價模式以及近期的收購增強了其市場覆蓋率。更廣泛的軟件行業也顯示出復甦的跡象</p>

<p>By Christine Ji</p>
<div class="lb-trans"><p>作者：Christine Ji</p>
</div><p>Application-software stocks are getting more love from Wall Street</p>
<div class="lb-trans"><p>應用軟件股票在華爾街獲得更多關注</p>
</div><p>ServiceNow shares rallied after Bank of America reinstated coverage with a buy rating and $130 price target.</p>
<div class="lb-trans"><p>在美國銀行重新啓動對 ServiceNow 的覆蓋並給予買入評級和 130 美元的目標價後，ServiceNow 的股價上漲。</p>
</div><p>Just a few weeks ago, ServiceNow dragged down the entire software sector after its disappointing earnings report raised concerns about the health of customer spending.</p>
<div class="lb-trans"><p>就在幾周前，ServiceNow 因其令人失望的財報拖累了整個軟件行業，引發了對客户支出健康狀況的擔憂。</p>
</div><p>But now ServiceNow's (NOW) stock is on track for its best day in over a year, potentially hinting at a software revival.</p>
<div class="lb-trans"><p>但現在，ServiceNow（NOW）的股票有望迎來一年多以來的最佳表現，可能暗示軟件行業的復甦。</p>
</div><p>ServiceNow shares rose as much as 8% earlier Monday and were up 5% as of midday trading, heading for their third consecutive session of gains. Shares of the enterprise workflow software provider are the second-best performer in the S&amp;P 500 index SPX. The stock is on track for its best one-day percentage increase since April 2025, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>週一早些時候，ServiceNow 的股價上漲了最多 8%，截至午盤交易時上漲了 5%，有望實現連續第三個交易日的上漲。這家企業工作流軟件提供商的股票在標準普爾 500 指數中表現第二好。根據道瓊斯市場數據，該股票有望實現自 2025 年 4 月以來的最佳單日百分比漲幅。</p>
</div><p>Powering today's rally is a renewed sense of optimism from Wall Street, with Bank of America analyst Tal Liani reinstating coverage of the stock on Monday with a buy rating and a $130 price target. Liani wrote that the company serves a &#34;mission-critical&#34; role in governing and auditing artificial-intelligence agents in organizations.</p>
<div class="lb-trans"><p>推動今天上漲的是華爾街重新燃起的樂觀情緒，美國銀行分析師 Tal Liani 週一重新啓動了對該股票的覆蓋，給予買入評級和 130 美元的目標價。Liani 寫道，該公司在管理和審計組織中的人工智能代理方面發揮着 “關鍵任務” 的作用。</p>
</div><p>Concerns about AI solutions replacing traditional enterprise software have caused ServiceNow shares to shed 34% since the beginning of the year, but Liani said the stock is attractively priced at current levels given the company's growth and free-cash-flow generation.</p>
<div class="lb-trans"><p>關於人工智能解決方案取代傳統企業軟件的擔憂導致 ServiceNow 的股價自年初以來下跌了 34%，但 Liani 表示，考慮到公司的增長和自由現金流生成，當前股價具有吸引力。</p>
</div><p>&#34;While AI is disrupting the software landscape, we think [ServiceNow] stands to benefit from, rather than be replaced by, new AI solutions,&#34; Liani said. Because the company is already deeply embedded inside corporate workflows, ServiceNow is uniquely positioned to provide compliance guardrails and deterministic business rules for AI agents, Liani said.</p>
<div class="lb-trans"><p>“雖然人工智能正在擾亂軟件領域，但我們認為 [ServiceNow] 將從新的人工智能解決方案中受益，而不是被取代，” Liani 説。由於該公司已經深度嵌入企業工作流，ServiceNow 在為人工智能代理提供合規保障和確定性商業規則方面具有獨特優勢，Liani 表示。</p>
</div><p>The company has been successfully pivoting from a seat-based to a hybrid pricing model that accounts for AI consumption. Liani noted that executives expect an average price bump of 20% to 30% as clients move into higher-tier bundles. Liani also highlighted that ServiceNow's recent acquisitions of cybersecurity companies Armis and Veza expand the company's addressable market and strengthen its AI Control Tower offering.</p>
<div class="lb-trans"><p>該公司成功地從基於席位的定價模式轉向考慮人工智能消費的混合定價模式。Liani 指出，隨着客户轉向更高層次的套餐，管理層預計平均價格將上漲 20% 至 30%。Liani 還強調，ServiceNow 最近收購的網絡安全公司 Armis 和 Veza 擴大了公司的可服務市場，並增強了其人工智能控制塔的產品。</p>
</div><p>Read: Why ServiceNow's stock is sliding in the wake of earnings</p>
<div class="lb-trans"><p>閲讀：為什麼 ServiceNow 的股票在財報發佈後下滑</p>
</div><p>The broader software sector is seeing other green shoots as well. Shares of the iShares Expanded Tech-Software Sector ETF IGV are up over 1% in the past week and nearly 7% in the past month.</p>
<div class="lb-trans"><p>更廣泛的軟件行業也出現了其他的綠 shoots。iShares Expanded Tech-Software Sector ETF IGV 的股票在過去一週上漲了超過 1%，在過去一個月上漲了近 7%。</p>
</div><p>Jefferies analyst Jeffrey Favuzza wrote in a Monday morning note that infrastructure software and cybersecurity stocks have been particular outperformers recently. Investors have bet on these companies to be more AI-resistant, as their business models are tied to the boom in demand for AI computing.</p>
<div class="lb-trans"><p>Jefferies 分析師 Jeffrey Favuzza 在週一早上的報告中寫道，基礎設施軟件和網絡安全股票最近表現尤為突出。投資者押注這些公司更能抵禦人工智能的衝擊，因為它們的商業模式與對人工智能計算需求的激增密切相關。</p>
</div><p>However, application-software stocks are also participating in the rally. Last week, design-software company Figma (FIG) wowed investors with a strong earnings report that showed increasing AI monetization through its usage-based credit system. The company shared that 75% of heavy enterprise users opted to buy additional credits after hitting their monthly caps.</p>
<div class="lb-trans"><p>然而，應用軟件股票也參與了這波上漲。上週，設計軟件公司 Figma（FIG）以強勁的財報令投資者驚豔，顯示其基於使用的信用系統通過人工智能實現了更多的貨幣化。該公司表示，75% 的重度企業用户在達到每月上限後選擇購買額外的信用。</p>
</div><p>Shares of Figma, which have been heavily battered since the company's public listing last year, have risen 14% since last Thursday.</p>
<div class="lb-trans"><p>自上週四以來，Figma 的股票上漲了 14%，此前該公司自去年上市以來股價遭受重創。</p>
</div><p>See more: Figma has a fix for its ailing stock - a new way to make money off its AI products</p>
<div class="lb-trans"><p>查看更多：Figma 為其疲軟的股票找到了一個解決方案——一種通過其人工智能產品賺錢的新方式</p>
</div><p>-Christine Ji</p>
<div class="lb-trans"><p>-Christine Ji</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</p>
</div><p>05-18-26 1305ET</p>
<div class="lb-trans"><p>05-18-26 1305ET</p>
</div>

ServiceNow's stock heads for best day in a year - flashing a green light for the software sector

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ServiceNow 的股票迎來一年中表現最好的一天——為軟件行業亮起綠燈