[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio93b8d8a3":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio93b8d8a3","Workday(WDAY)收购传闻后，KeyBanc圈出软件业潜在收购名单：HubSpot(HUBS)、Five9(FIVN)在列","\u002Fdoc\u002Fdcio93b8d8a3","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，KeyBanc分析师认为，在上周有报道称银湖资本(Silver Lake)正就收购Workday(WDAY)进行谈判之后，HubSpot(HUBS)、Five9(FIVN)、阿莎娜(ASAN)、Netskope(NTSK)以及GitLab(GTLB)等公司有望成为下一批潜在的收购对象。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>KeyBanc分析师Jackson Ader、Jason Celino、Devin Au和Eric Heath在周一的一份报告中进一步列出了一些私募股权机构高度关注的潜在收购标的，包括Zeta Global(ZETA)、RingCentral(RNG)、GitLab、康沃系统(CVLT)、Varonis系统(VRNS)、Elastic NV(ESTC)和Dynatrace(DT)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据了解，受关于收购谈判的报道影响，Workday上周四股价大幅上涨18%。报道称，银湖资本与Workday在过去数月内已就潜在交易展开沟通，银湖资本可能引入其他投资者共同为交易融资。经历此轮上涨后，Workday市值已达到490亿美元。若交易最终达成，这将是软件行业有史以来规模最大的并购之一，尤其是在私募股权交易领域更属罕见。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>KeyBanc分析师在报告中表示“随着企业纷纷向以消费为基础的收入模式转型，这一过程可能较为复杂，而若在公开市场之外推进，效率可能会更高、更迅速。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他们补充道“从估值角度看，即便近期软件行业指数有所上涨，这些中型企业的市值仍远低于一两年前的水平，因此整体交易金额仍能保持在较小规模。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于软件行业的未来走势，多位分析师认为，这一动向可能带来正反两面的影响。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>KeyBanc的Celino在上周四的报告中指出“从积极方面看，这笔交易可能为其他一直等待私募资本入场的潜在收购标的设定了一个价格底线。但从消极方面看，这也可能释放出一种信号，即人工智能(AI)带来的冲击比此前预期更为剧烈，或许反映出业务转型困难重重，或需求正在走弱——以至于像Workday这样的SaaS龙头，以及Aneel这样的创始人，最终选择向AI浪潮‘缴械’。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FF\u002FFIVN\u002FFIVN.jpg","2026-08-19T14:22:07","2026.08.19","2026\u002F08\u002F19",41257,[22],"FIVN","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]