生成式AI推动埃森哲业绩超预期，官宣40亿美元股票回购

智通财经09-26

本周四（9月26日），全球知名IT服务公司埃森哲盘初一度涨超8%，截至发稿报353.39美元，涨幅4.85%：此前埃森哲公布最新财报，并且宣布了一项高达40亿美元的股票回购计划。由于希望采用生成式人工智能技术的企业级客户需求极度旺盛，该公司的第四财季业绩高于预期，主要得益于企业们对于埃森哲一站式生成式AI服务的强劲需求。公布最新财报后，该公司的股价在美股盘前交易中一度上涨近7%。埃森哲最新公布的...

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/2470735373?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/8cf1481d6b74480da4a6d1f8ad535493","is_english":false,"pubTime":"2024-09-26 22:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2470735373","market":"us","top_or_hot":-1,"title":"生成式AI推动埃森哲业绩超预期，官宣40亿美元股票回购","media":"智通财经","content":"<div>\n<p>本周四（9月26日），全球知名IT服务公司埃森哲 盘初一度涨超8%，截至发稿报353.39美元，涨幅4.85%：此前埃森哲公布最新财报，并且宣布了一项高达40亿美元的股票回购计划。由于希望采用生成式人工智能技术的企业级客户需求极度旺盛，该公司的第四财季业绩高于预期，主要得益于企业们对于埃森哲一站式生成式AI服务的强劲需求。公布最新财报后，该公司的股价在美股盘前交易中一度上涨近7%。埃森哲最新公布的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187798.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>生成式AI推动埃森哲业绩超预期，官宣40亿美元股票回购</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\">\n生成式AI推动埃森哲业绩超预期，官宣40亿美元股票回购\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1187798.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周四（9月26日），全球知名IT服务公司埃森哲 盘初一度涨超8%，截至发稿报353.39美元，涨幅4.85%：此前埃森哲公布最新财报，并且宣布了一项高达40亿美元的股票回购计划。由于希望采用生成式人工智能技术的企业级客户需求极度旺盛，该公司的第四财季业绩高于预期，主要得益于企业们对于埃森哲一站式生成式AI服务的强劲需求。公布最新财报后，该公司的股价在美股盘前交易中一度上涨近7%。埃森哲最新公布的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1187798.html\">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":"LU2211815571.USD","symbol_name":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1187798.html","article_id":"2470735373","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8cf1481d6b74480da4a6d1f8ad535493"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2470735373","pubTimestamp":1727361934,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，全球知名IT服务公司埃森哲周四公布最新财报，并且宣布了一项高达40亿美元的股票回购计划。埃森哲财报数据显示，在过去四个季度，生成式人工智能相关的业务预订量呈强劲的季度环比增长态势，全年总计达到约30亿美元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4134":"信息科技咨询与其它服务","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","ACN":"埃森哲","BK4561":"索罗斯持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4581":"高盛持仓","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","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","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4585":"ETF&股票定投概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4566":"资本集团","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"translate_title":"Generative AI drives Accenture's performance to exceed expectations, official announcement of US $4 billion stock repurchase","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f472346416a976f3c4f19e88be3202a5","symbols_score_info":{"ACN":1},"content_text":"本周四（9月26日），全球知名IT服务公司埃森哲 盘初一度涨超8%，截至发稿报353.39美元，涨幅4.85%：此前埃森哲公布最新财报，并且宣布了一项高达40亿美元的股票回购计划。由于希望采用生成式人工智能技术的企业级客户需求极度旺盛，该公司的第四财季业绩高于预期，主要得益于企业们对于埃森哲一站式生成式AI服务的强劲需求。公布最新财报后，该公司的股价在美股盘前交易中一度上涨近7%。埃森哲最新公布的截至8月31日的第四财季财报显示，该公司的生成式人工智能业务的发展速度远远超过了其他核心业务，因为企业组织们纷纷寻求生成式AI自动化来降低经营成本以及提高企业经营效率。埃森哲财报数据显示，在过去四个季度，生成式人工智能相关的业务预订量呈强劲的季度环比增长态势，全年总计达到约30亿美元。这家总部位于都柏林的IT咨询服务领导者报告的第四季度总计营收约为164.1亿美元，以美元计价基准同比增长3%，高于华尔街分析师们普遍预期的163.8亿美元。其中，该公司生成式人工智能相关的业务帮助公司抵消了其他类型IT服务需求明显放缓带来的影响，连续四个季度保持正增长。埃森哲的新预订量是衡量客户合同价值的关键指标，第四季度新预订规模从第三季度的172.5亿美元增加至201亿美元，同比则实现增长21%。生成式人工智能相关业务预订量为该公司的新预订贡献足足10亿美元，而上一季度则为9亿美元。剔除项目后，该公司第四财季每股收益2.79美元，超过每股2.78美元的华尔街分析师预期。然而，该公司对3%至6%的2025财年总营收增速预测的区间中点值低于分析师平均估计的5.9%增长速度。虽然分析师们预计埃森哲IT服务营收将出现重要转机，但相比于分析师们对于微软以及Palantir等AI应用端领军者们的预期，分析师们对于埃森哲明年的整体业绩预期仍然相对温和。摩根大通的分析师们早些时候表示，他们并不像去年这个时候那样看好IT服务咨询行业，并补充表示，企业级客户们可能因利率以及消费端乏力而继续拒绝对于IT项目的可自由支配支出提升。在埃森哲公布业绩之前，另一华尔街大行摩根士丹利曾表示，预计未来几个季度，企业的整体IT服务需求可能将普遍低于市场的共识预期。总部位于印度的IT服务公司Tata Consultancy Services表示，预测未来几个季度的持续增长趋势“为时过早”。总部位于都柏林的埃森哲最近将其主要促销日期从12月改为6月。虽然该公司声称这一变化与更好的客户规划和需求可见性相一致，但摩根士丹利的分析团队表示，这引发了市场对于近期业绩全面复苏的担忧情绪。生成式AI推动的埃森哲业务增长不仅反映在该公司的整体营收数据中，也提振了投资者的信心，驱动该公司股价在盘前大幅上行，但今年以来埃森哲股价长时间处于疲软态势，今年以来跌幅高达3%，相比之下标普500指数今年以来涨幅高达20%。更重要的是，埃森哲公布的 40亿美元股票回购计划 也传递了强烈的看涨信号，表明公司对未来盈利能力充满信心，回购计划常常会提升每股收益(EPS)，进一步推高股价曲线。截至2024年，埃森哲已经在超过700个生成式AI项目中为客户提供了咨询和实施服务，为企业级客户们提供从数据处理到生成式AI实际用于帮助企业提高经营效率的一站式解决方案，帮助客户利用AI优化运营和实现业务增长。这些解决方案从帮助保险公司提高收入，到为银行提供个性化的客户服务，生成式AI展现了其在各行业中的强大潜力。此外，埃森哲正在与Adobe等生成式人工智能应用领域的一些领导者们共同开发行业特定的生成式AI解决方案，例如在零售、汽车、金融服务和医疗保健等领域中，通过生成式AI加速内容生产、客户体验优化和企业运营效率大幅提升。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.29.0","shortVersion":"4.29.0","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/2470735373"}