7月30日，Epam Systems盘中下跌5.11%，报100.56美元/股，成交额3372.37万美元。此前该股因与OpenAI建立高级合作伙伴关系连续两日上涨逾5%，今日回吐涨幅。
消息面上，IT服务板块整体承压，同行业埃森哲跌7.17%、高知特跌7.08%、加特纳跌9.74%、印孚瑟斯跌4.68%。与此同时，EPAM将于8月6日发布Q2财报，机构观点偏谨慎。此前摩根士丹利指出客户可自由支配支出走弱，交易决策延迟已从4至5月开始显现；Jefferies亦将评级从买入下调至持有，目标价降至110美元。当前市场一致预期Q2营收14.07亿美元、同比增5.52%，增速较上季度明显放缓，盈利可见度有限或加剧短期抛压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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