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瑞银下调评级称，随着人工智能自动化风险日益加剧，ServiceNow的护城河受到威胁

-- 瑞银证券周五在一份电子邮件报告中指出，随着越来越多的证据表明，利用人工智能模型可以实现工作流程自动化任务的自动化，ServiceNow (NOW) 的竞争优势可能已经减弱。 这家提供软件即服务 (SaaS) 和平台即服务 (PaaS) 的公司，可能还面临着企业在非人工智能或核心软件方面的支出减少的不利因素。 瑞银分析师 Karl Keirstead 和 Claire Gerdes 在致客户的报告中表示：“我们此前一直认为，ServiceNow 是我们唯一给予买入评级的应用软件股票，原因在于它比 Salesforce (CRM) 和 Workday (WDAY) 等同行拥有更宽广的护城河和更具说服力的‘人工智能赢家’故事。” “但现在，鉴于有迹象表明，利用人工智能模型确实可以实现工作流程自动化任务的自动化，我们对这一观点的信心有所下降，这增加了更多企业可能选择这种方式而不是升级到 ServiceNow 的 Pro Plus/Now Assist 库存单元的风险。”两位分析师写道。瑞银将 ServiceNow 股票评级从“买入”下调至“中性”，并将目标价从 170 美元下调至 100 美元。 该公司股价在周五下午的交易中下跌 8.6%，今年迄今为止累计跌幅达 46%。 瑞银表示，目前预计 ServiceNow 未来几个季度的业绩将“低于预期”。 分析师表示：“尽管 ServiceNow 以往业绩表现优异，因此我们并未预测其业绩会不及预期，但目前最有可能的情况是，未来几个季度的业绩将低于预期，并且其 2026 年有机增长（按固定汇率计算的订阅收入）19% 的预期上限也将受到限制。” 今年早些时候，ServiceNow 同意根据一项多年期协议，将 OpenAI 的人工智能模型直接集成到其业务软件中，旨在帮助企业加速采用人工智能并取得成效。 ServiceNow计划于4月22日公布第一季度财务业绩。

Price: $82.33, Change: $-7.48, Percent Change: -8.33%

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