已收盘 02-06 16:00:00 美东时间
+4.160
+2.62%
新推出的Anthropic“协同工作”工具引发了对行业颠覆的担忧,打击了汤森路透、LegalZoom、Salesforce和Workday等数据和企业软件公...
02-06 23:33
In the dynamic and fiercely competitive business environment, conducting a thor...
02-06 23:01
今日重点评级关注:康托·菲茨杰拉德:维持Wave Life Sciences Ltd."超配"评级,目标价从34美元升至41美元;Piper Sandler:维持Replimune Group"超配"评级,目标价从13美元升至14美元
02-06 16:52
一部分机构类资金开始入场抄底式“逢低布局”这些近期经历暴跌甚至股价几乎腰斩的软件股,并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀了那些聚焦“AI+核心操作流程”且基本面强劲的软件巨头。
02-06 16:36
①全球软件股因AI焦虑情绪而抛售,但专家里克·舍伦德认为市场处于大幅上涨边缘,因AI基础设施需求巨大; ②他指出,“软件行业每隔10到15年就会经历一次剧烈的变革”。
02-06 10:51
Stock futures mixed, focus on Bristol-Myers Squibb, Alphabet's strong Q4 results, ConocoPhillips earnings, Workday layoffs, Amazon's earnings.
02-05 15:16
Workday (WDAY) late on Wednesday said it expects FY26 Q4 GAAP operating margin to trail non-GAAP by 24–25 percentage points and FY26 full-year GAAP margin to lag non-GAAP by 22–23 percentage points. F...
02-05 12:39
The latest update is out from Workday ( ($WDAY) ). On February 4, 2026, Workday...
02-05 05:40
今日重点评级关注:Canaccord Genuity:维持Wave Life Sciences Ltd."买入"评级,目标价从40美元升至43美元;花旗:维持Palantir Technologies"买入"评级,目标价从235美元升至260美元
02-04 12:15
HR software vendor Workday’s ($WDAY) shares tumbled over 8% on Tuesday after Pi...
02-04 02:52