8月6日，Epam Systems盘前下跌5.34%，报104.0美元/股，成交额51.36万美元。消息面上，公司发布Q2财报，调整后每股收益3.38美元，超市场预期3.14美元约7.6%；营收14.15亿美元，超预期14.07亿美元，同比增长约22%。
尽管业绩双线超预期，但市场此前已对AI合作落地抱有较高期待——公司7月底宣布加入OpenAI合作伙伴网络后股价曾上涨6.7%。此外，Morgan Stanley此前警告公司面临客户可自由支配支出疲软压力，Jefferies已于5月将评级下调至持有，机构对增长持续性偏谨慎，市场或对后续指引存有更高要求。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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