美洲地区第二季度IT及商业服务需求创下历史峰值。最新市场监测数据显示，该地区外包服务市场总规模飙升至155亿美元，同比激增26%，增速达三年最高水平。人工智能技术部署与成本优化战略构成主要增长引擎。
行业增长呈现显著分化：能源领域托管服务合同价值暴涨78%，制造业飙升69%，旅游交通酒店业攀升68%。作为市场份额最大的板块，银行金融保险业增长20%，医疗健康领域则实现33%的跃升。
年初至今，美洲市场整体扩张22.5%，总量突破301亿美元。托管服务合同价值增长11%至113亿美元，八宗超大型交易提供关键支撑。XaaS（一切即服务）支出暴涨31%，其中基础设施即服务(IaaS)猛增42%，软件即服务(SaaS)上升7.5%。
展望后市，托管服务收入增长预期维持在1.3%，而云服务增长预测大幅上调300个基点至21%。人工智能驱动的数字化转型需求持续释放强劲动能，为云服务市场注入新的增长活力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.