消息面上,信息科技咨询板块近日持续走强,同业个股普遍大涨,其中高知特涨11.1%,埃森哲涨6.66%,Epam Systems涨5.96%。此外,RBC Capital Markets此前发布研报指出,加特纳Q2合同价值增长预计约1.7%,营收约16.7亿美元、调整后每股收益约3.85美元,均"适度"高于市场一致预期,叠加DOGE及关税逆风消退、客户留存改善等因素,市场对即将于8月4日发布的Q2财报抱有乐观预期。公司下次财报预期EPS为3.77美元,同比增长约13.6%,板块联动与业绩向好预期共同推动股价走高。
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