AI能否助力埃森哲重回巅峰？

财经自媒体06-21

昨日，全球最大的管理咨询公司埃森哲公布了2024财年三季报，对应截止5月31日的业绩，股价大涨7.29%。埃森哲从收入上看，埃森哲FY24Q3营收164.7亿美元，同比下滑0.6%：虽然埃森哲连续2个季度负增长，但根据管理层的指引，预计下一季度营收在160.5-166.5亿之间，分析师预期为164.3亿，同比增长2.8%。由此来看，埃森哲的基本面迎来拐点。除此之外，埃森哲的新增订单金额令人惊喜，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2445336207?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-21 16:25","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2445336207","market":"us","top_or_hot":-1,"title":"AI能否助力埃森哲重回巅峰？","media":"财经自媒体","content":"<div>\n<p>昨日，全球最大的管理咨询公司埃森哲公布了2024财年三季报，对应截止5月31日的业绩，股价大涨7.29%。 埃森哲从收入上看，埃森哲FY24Q3营收164.7亿美元，同比下滑0.6%：虽然埃森哲连续2个季度负增长，但根据管理层的指引，预计下一季度营收在160.5-166.5亿之间，分析师预期为164.3亿，同比增长2.8%。由此来看，埃森哲的基本面迎来拐点。除此之外，埃森哲的新增订单金额令人惊喜，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-06-21/doc-inazntai3554035.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI能否助力埃森哲重回巅峰？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI能否助力埃森哲重回巅峰？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-06-21/doc-inazntai3554035.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日，全球最大的管理咨询公司埃森哲公布了2024财年三季报，对应截止5月31日的业绩，股价大涨7.29%。 埃森哲从收入上看，埃森哲FY24Q3营收164.7亿美元，同比下滑0.6%：虽然埃森哲连续2个季度负增长，但根据管理层的指引，预计下一季度营收在160.5-166.5亿之间，分析师预期为164.3亿，同比增长2.8%。由此来看，埃森哲的基本面迎来拐点。除此之外，埃森哲的新增订单金额令人惊喜，...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-06-21/doc-inazntai3554035.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4134","symbol_name":"信息科技咨询与其它服务","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-06-21/doc-inazntai3554035.shtml","article_id":"2445336207","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-06-21/doc-inazntai3554035.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2445336207","pubTimestamp":1718958300,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"昨日，全球最大的管理咨询公司埃森哲公布了2024财年三季报，对应截止5月31日的业绩，股价大涨7.29%。一面是传统业务需求复苏，另一方面，埃森哲来自AI方面的收入迎来喜人变化。而2023财年，埃森哲来自生成式人工智能的收入只有1亿美元！在企业转型过程中，埃森哲自然也会受益这个趋势！因此，当新增订单和AI收入大增之后，埃森哲的基本面迎来拐点，股价自然会有所反应，未来，随着AI趋势的渗透，埃森哲也必将重归巅峰！","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4134":"信息科技咨询与其它服务","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4561":"索罗斯持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4581":"高盛持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4566":"资本集团","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","ACN":"埃森哲","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4588":"碎股","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD"},"translate_title":"Can AI help Accenture return to the top?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ACN":1},"content_text":"昨日，全球最大的管理咨询公司埃森哲公布了2024财年三季报，对应截止5月31日的业绩，股价大涨7.29%。 埃森哲从收入上看，埃森哲FY24Q3营收164.7亿美元，同比下滑0.6%：虽然埃森哲连续2个季度负增长，但根据管理层的指引，预计下一季度营收在160.5-166.5亿之间，分析师预期为164.3亿，同比增长2.8%。由此来看，埃森哲的基本面迎来拐点。除此之外，埃森哲的新增订单金额令人惊喜，FY24Q3新增210.6亿美元，同比增长22.1%，创6个季度以来的新高：这预示着埃森哲未来的营收增速或将再上一个台阶！一面是传统业务需求复苏，另一方面，埃森哲来自AI方面的收入迎来喜人变化。根据管理层的描述，FY24Q3生成式人工智能新订单达到9亿美元，本财年总预订额超过20亿美元，实现了5亿美元的营收。而2023财年，埃森哲来自生成式人工智能的收入只有1亿美元！从AI爆发时间线来看，2022年末，OpenAI推出ChatGPT，震惊全球，随后，各大科技巨头掀起大模型竞赛，Meta、谷歌纷纷推出自己的产品。这个过程中，AI最受益的股票是卖硬件设备的英伟达，其次是半导体行业，包括台积电。随着AI技术成熟和成本下行，应用端势必会爆发，同时，AI也将像互联网技术一样，赋能各个行业！在企业转型过程中，埃森哲自然也会受益这个趋势！从历年营收来看，埃森哲的业绩都相当稳定，鲜有下滑：由此来看，埃森哲这两年股价表现欠佳，并非是基本面有所恶化，纯粹是估值端的回调，如此前股价高点时，埃森哲的市盈率高达44倍：杀完估值之后，埃森哲目前的市盈率为25.8倍，相对合理。因此，当新增订单和AI收入大增之后，埃森哲的基本面迎来拐点，股价自然会有所反应，未来，随着AI趋势的渗透，埃森哲也必将重归巅峰！\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2445336207"}