IT咨询公司高知特（Cognizant）今日盘中大涨10.85%，引发市场广泛关注。这一显著涨幅主要源于公司上调了2025年全年调整后利润预期，反映出企业客户在数字化转型方面的支出强劲。
高知特将2025财年调整后每股利润预测上调至5.22美元至5.26美元之间，高于此前5.08美元至5.22美元的预期范围。同时，公司还将年度营收预期下限从207亿美元上调至210.5亿美元，上限维持在211亿美元不变。这一调整凸显了公司对未来业务增长的信心，特别是在企业客户积极利用人工智能升级数字基础设施的背景下。
值得注意的是，高知特第三季度业绩表现亮眼，营收达到54.2亿美元，超出市场预期的53.2亿美元。公司在人工智能和代理技术方面的布局，帮助其吸引了众多寻求优化业务流程和实现工作自动化的客户。尽管面临H-1B签证政策变化带来的不确定性，高知特通过收购策略来推动业务增长和拓展新市场，以应对激烈的市场竞争。这些因素共同推动了投资者信心，促使股价大幅上涨。
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