异动解读 | EPAM Systems盘前大涨9.08%,人工智能需求推动业绩超预期

异动解读
Aug 07

软件供应商EPAM Systems(EPAM)今日盘前大涨9.08%,引发投资者关注。这一显著涨幅主要源于公司发布的强劲财报和乐观展望。

EPAM Systems在最新季度报告中表现亮眼,营收和利润均超出市场预期。公司第二季度收入同比增长18%,达到13.5亿美元,超过分析师预期的13.3亿美元。调整后每股收益为2.77美元,同样高于预期的2.61美元。更值得注意的是,EPAM上调了全年营收和利润预期,反映出管理层对未来业务增长的信心。

推动EPAM业绩增长的核心动力是人工智能技术带来的强劲需求。尽管全球经济形势紧张,企业仍在软件服务上持续投资,以提升其人工智能产品并将人工智能整合到企业运营中。EPAM首席营收官Balazs Fejes表示,随着客户优先考虑人工智能准备和行动,越来越多地转向EPAM寻求支持。金融服务、软件、医疗保健和消费品等行业的客户需求尤为强劲,推动各主要垂直行业和地区的收入增长。这一趋势不仅体现了EPAM在人工智能领域的竞争优势,也凸显了人工智能技术对各行业的深远影响。

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