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ServiceNow, Inc. · TradingView
USD · Avatars mark influencer views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
2026-10-06 – 2026-10-12
市场担心AI Agent会取代传统SaaS,但摩根大通的调研强化了ServiceNow的护城河,NOW是跨系统、跨部门、跨AI Agent的工作流编排平台。
黄仁勋揭开的 AI 5 层技术栈里,这些公司几乎是从零开始构建了 AI;这正是为什么它们将继续看到重大上涨潜力的原因。
I would be focused more on service now ticker in OW and maybe even Palantir ticker PLTR in this group, since they trade at just 1.3 and almost two times price to earnings adjusted for growth, cheap for the software segment.