---
title: "隨着債券收益率飆升給科技股帶來壓力，ServiceNow 引領軟件股反彈"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286944947.md"
description: "ServiceNow 在分析師評級積極和人工智能增長舉措的推動下，引領了軟件股的激增。與此同時，長期債券收益率已達到數十年來的最高水平，增加了借貸成本，並影響了高增長科技公司的估值。在持續的市場波動中，投資者正從芯片製造商轉向軟件公司，受通貨膨脹、油價和地緣政治風險的驅動"
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)
---

# 隨着債券收益率飆升給科技股帶來壓力，ServiceNow 引領軟件股反彈

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.

### 相關股票

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

## 相關資訊與研究

- [美銀證券：ServiceNow 將受益於 AI 浪潮，而非被取代](https://longbridge.com/zh-HK/news/286773572.md)
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