消息面上,加特纳将于8月4日发布第二季度财报,市场预期EPS为3.77美元。此前RBC Capital Markets发布报告指出,公司二季度合同价值预计增长约1.7%,预期营收约16.7亿美元、调整后EPS约3.85美元,均温和高于市场一致预期。RBC认为,随着关税等不利因素消退、客户留存率改善及销售效率提升,合同价值增长有望逐步加速。当前板块整体回暖叠加财报前乐观预期,共同推动股价上行。
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