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華泰證券:積極把握AI機遇,海外AI Agent逐步落地

華泰證券研報表示,從Servicenow(NOW US)3Q24業績會中我們看到:1)3Q24公司收入27.97億美元,同增22%(cc,固定貨幣),VA一致預期(後簡稱“預期”)27.44億美元,並上調FY24全年訂閲收入指引,反映訂閲業務下游需求較為強勁;2)為把握AI產業機遇,公司持續進行人員擴張,對短期利潤率產生一定壓制;3)客單價/大客户數量穩步上升,大客户是本輪AI商業化的重要推動力量;4)Agent平台級產品迭代,首批用例預計將於11月推出。我們看好Agent類應用商業化持續落地,從而推動AI應用板塊公司的收入增長。

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