异动解读 | 高知特盘前大涨7.77%,上调年度利润预期推动股价上扬

异动解读
Oct 29

高知特(Cognizant)今日盘前大涨7.77%,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。

根据最新公告,高知特将年度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。公司还将年收入预期下限从207亿美元上调至210.5亿美元,上限维持在211亿美元不变。这一调整反映了公司对未来业务增长的信心,尤其是在企业客户希望利用人工智能升级数字基础设施的背景下。

值得注意的是,高知特在人工智能和代理技术方面的布局,帮助公司吸引了众多寻求优化业务流程和实现工作自动化的客户。此外,公司还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。尽管面临H-1B签证政策变化带来的不确定性,高知特第三季度营收达到54.2亿美元,超出市场预期,进一步增强了投资者信心。

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