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Sean Wang333
Sean Wang333
我来解释说明一下，市场对于软件股最大的担忧是 过去软件股的订阅方式都是席位制付费，就是有几个人就订阅多少份，所以ai 带来的裁员压力让软件股承压非常严重 ServiceNow 现在逐步从席位制收费转型到混合收费，比如按照token计费的方式 而且最新的财报也印证了转型的成功，ai相关业务合同价制超过10亿，说明 ServiceNow 在ai浪潮之下打开了新的需求 并且 $NOW 从一月份震荡到现在，接近半年的横盘，一旦突破上面就是星辰大海
Sean Wang333
Sean Wang333
$NOW 很明显是要反转了吧，重仓梭进去死了算了
NOW+0.53%
18:30 · 08/03/26·1.36K views·Posted on OKX Orbit
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