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$NOW

BULLISH2026-06-16
Price around the call
↑ 2026-06-16
By horizon✓ hit+9.2%
1d
✗ -1.5%
5d
✗ -5.6%
21d
✓ +9.2%
Original post
美股OK哥 · 2026-06-16

SpaceX 600亿收购Cursor这事,我觉得更明确一个方向,AI大模型都在集中火力抢企业端市场 毕竟个人付费意愿哪抵得上企业,Anthropic今年Q2盈利就说明了,OpenAI还亏着 那我们不如再往下游走一走,看看被错杀的SAAS软件,比如 $NOW 之前市场主要怀疑企业绕过servicenow,直接用agent建自己的工作流。我老早就觉得,这说法个人可行,但大企业不一样啊,在IT、客服、HR软件里积累了海量数据,迁移成本太高,还有长期合同保护+安全信任+人情世故,会留给SAAS企业足够多的时间 NOW只要能“较快的”把agent引入服务的企业,就能活得很好,甚至还能抢掉剩余那些活人(先从客服开始)的饭碗 关键他们做的也不错,2月就推了agent,而且,因为带了AI所以合理涨价了。预计今年Q2全面铺开,我看了一些内测公司的反馈,很正面。 Q1财报也很好,上调了今年的AI收入指引,7月22的Q2财报,如果agent超预期,应该能调转市场看法 美国议员和特朗普今年也都在大量买入,因为政府签了大单,估计自己也用了新的看到效果。怎么说呢,只要和市面上个人用agent比,不要笨太多,我相信老板们都是能接受的,毕竟是服务部门为主,比雇员聪明就行 NOW唯一的缺陷,我觉得是不怎么从上游企业挖人,喜欢从竞争对手挖,或者自己培养 还有就是缺一些其agent效果的媒体曝光 总结,目前估值偏低,适时布局时,可以考虑

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