没有哪家IT服务公司比托管服务领导者埃森哲（NYSE： ACN ）受到美国政府成本削减措施的打击更大 。从2021年最大的赢家之一沦为2025 年最大的输家，这并非许多投资者所能 预料到的。 埃森哲今年遭遇的大部分戏剧性事件都是由于主权债务积压订单的急剧下降以及随之而来对其未来增长指标——新订单量——的影响而引发的 投资者恐慌所致。 【如需和我们交流可扫码添加进社群】 事实上，投资者从未在埃森哲的自由现金流上获得过如此优厚的回报。每股收益持续增长，管理层以收购为主导的战略正自信地引领公司迈向 未来。然而，埃森哲的估值似乎与其基本面严重脱节。 在下周埃森哲 25 财年第四季度发布业绩之前，分析师将该公司的评级上调至"买入"。 首先 ，市场完全忽视了埃森哲管理层在第三季度电话会议上给出的正常化影响的强烈暗示，如上文摘录所示。 用一张图表来概括市场对埃森哲的所有担忧，即比较埃森哲年收入与新订单的增长率。 如上图所示，市场对埃森哲新订单年度增长落后于其收入增长的情况非常不满，正如上图所有红色阴影区域所示。根据 埃森哲2025财年第三季 度的业绩报告 ，截至目前第三季度，埃森哲收入连续第三个季度加速增长，达到685亿美 ...

CEO Julie Sweet emphasizes artificial intelligence as a key growth driver for Accenture. In a conversation with Caroline Hyde on "Bloomberg Tech," Sweet shared that Accenture is training over 700,000 employees in agentic AI, demonstrating the company's commitment to integrating AI into its operations. This focus on AI aligns with Accenture's strategy for long-term growth. Accenture's financial metrics provide insights into its market valuation. The company has a price-to-earnings (P/E) ratio of approximatel ...

No IT services company has been hit harder by the U.S. Government’s cost-cutting measures than managed services leader Accenture (NYSE: ACN ). From being one of 2021’s biggest winners to 2025’s biggest loser is not something many investors wouldUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research als ...

②【中概股盘前普涨】中概股盘前普涨，阿里巴巴涨2.63%，拼多多涨2.29%，网易涨1.00%，携程涨 1.78%，京东涨1.50%，百度涨9.19%。 ③【小摩：阿斯麦"至暗时刻"已过，重申"买入"评级】摩根大通发布研报，重申阿斯麦"买入"评级，将 其列为欧洲科技板块首选标的，目标价822欧元。摩根大通表示，该公司的最糟糕状况可能已经过去， 消息面上，逻辑和内存市场都有望取得改善。 ①【三大期指齐跌】截至发稿，道指期货跌0.06%、标普500指数期货跌0.14%、纳指期货跌0.17%。 ⑥【葛兰素史克承诺在美投资300亿美元】英国制药巨头葛兰素史克公司9月17日表示，未来五年内，该 公司计划在美国投入300亿美元用于研发和供应链基础设施建设。值得一提的是，此时正值特朗普威胁 要对制药行业征收进口关税以寻求提振美国制造业之际。截至发稿，葛兰素史克涨0.7%。 ⑦【马斯克：Grok 5模型将在几周后开始训练】9月17日，特斯拉首席执行官埃隆·马斯克表示，Grok 5 模型将在几周后开始训练。他认为，xAI有机会通过Grok 5实现AGI。 ④【New Fortress Energy盘前涨超55%】美国能源基础设 ...

智通财经APP获悉，摩根士丹利发布研报，将其对美国IT服务行业的评级从"中性"下调至"谨慎"，因为 人工智能(AI)投资加速可能会导致投资回报率(ROIC)下降。摩根士丹利还在埃森哲(ACN.US)发布2025 财年第四季度财报前维持对该股的"持有"评级，并将目标价从325美元下调至271美元。 摩根士丹利此前将其对美国IT服务行业的评级下调至"谨慎"，主要原因包括：人工智能投资正在挤占IT 服务预算、定价压力加剧以及投资回报率稀释。由于生成式人工智能带来的持续威胁，大多数投资者认 同该行的观点，并且已经降低了对美国IT服务行业的持仓比例。摩根士丹利还表示，许多投资者认为目 前尚无明显的催化剂能够重新激发该行业的增长动力。不过，该行认为公司的预测是合理的，这支撑了 其对该板块股票给予"持有"评级。 摩根士丹利还在报告中列出了三大关键问题，并阐述了观点。 问题一：在开发专有知识产权(IP)方面，IT服务公司是否比软件公司更具优势? 摩根士丹利观点：软件公司优势更大。软件公司更具备提供临时性人工智能解决方案的能力，并且正在 逐步承接以往由IT服务公司负责的工作。这种竞争优势还因软件领域的预算增长加速而得到加强，这 ...

Accenture plc (NYSE:ACN) is one of the Top Large Cap Stocks to Buy At 52-Week Low. On September 10, Accenture plc (NYSE:ACN) and Google Cloud announced that they are partnering with Eneva, a major Brazilian energy company, to enhance its operations using cloud, data, and AI technologies. The collaboration aims to improve Eneva’s service quality and support growth in Brazil’s fast-changing energy market. Management noted that Accenture plc (NYSE:ACN) migrated Eneva’s IT systems to Google Cloud, which has i ...

A good stock is an even better buy when it's on sale, even if your primary goal is immediate and reliable income.Need investment income? Dividend stocks are an obvious option to consider. If you're looking for one you can comfortably buy and hold forever, however, the matter becomes a bit more complicated. "Forever" is a long time, after all -- the underlying company needs to be one you're confident can continue performing well into an unforeseeable future. Not every organization is built with this sort of ...

Accenture (NYSE: ACN) announced pivotal developments that underscore its commitment to product development across Latin America and other regions along with ensuring adequate security across its solutions.Recently, Accenture partnered with Google Cloud to transform Brazil’s energy landscape alongside Eneva, a private natural gas operator.This month, Accenture also acquired Toronto-based IAMConcepts, a specialist in identity and access management (IAM), to strengthen its cybersecurity offerings in Canada.The ...

Key TakeawaysThe US labor market was significantly weaker than initially reported, with the Bureau of Labor Statistics (BLS) downwardly revising job growth between March 2024 and March 2025 by 911,000 positions, effectively halving the jobs created.The Congressional Budget Office (CBO) forecasts higher inflation (3.1%), increased unemployment (4.5%), and slower economic growth (1.4%) for 2025, attributing these shifts to President Trump's tax law, tariffs, and reduced net immigration.Massachusetts has filed ...

There's been anxiety in the market. MIT reports, for example, making people question the return on investment and deployment. What are you hearing from the C-suite.The number one topic I've been with five CEOs in the last five days. The number one topic is how do I scale I how do I make sure it's embedded in how we operate every day. And that is because there's a huge difference between how we're all using AI every day in our individual lives.That's easy, but a AI in how you operate an enterprise is hard, w ...