IT服务板块开盘走低 Cognizant(CTSH)下跌7.3% 埃森哲业绩不及预期拖累板块

金吾财讯

Jun 18

金吾财讯 | IT服务板块开盘走低，Cognizant(CTSH)下跌7.3%，Globant (GLOB) 跌 6.85%，Innodata (INOD) 跌 7.17%，高知特 (CTSH) 跌 7.39%，CGI Inc (GIB) 跌 7.39%，Wipro (WIT) 跌 7.86%，EPAM Systems (EPAM) 跌 8.52%，简伯特 (G) 跌 8.55%，IBM下跌5.5%，埃森哲(ACN)跌16.93%。

消息面上，在埃森哲下调财年收入增长预期后，IT服务公司股价盘前下跌。埃森哲将2026财年销售额指引从717.63亿-731.57亿美元收窄至717.63亿-724.6亿美元，而市场预期为$740.06亿。同时，埃森哲将其全年调整后每股收益（EPS）指引上调至13.65美元至13.90美元，高于分析师预期的13.85美元。

由于面临市场对人工智能应用软件以及聚集代理式工作流的AI智能体对其IT咨询业务深度负面影响的怀疑情绪，埃森哲股价今年以来已下跌逾40%。其竞争对手们也遭受重创，IT外包与咨询巨头凯捷公司(Capgemini SE)和印孚瑟斯有限公司(Infosys Ltd.)今年以来均下跌逾30%。 Bloomberg Intelligence 表示，IT咨询顾问需求愈发疲软，除了AI带来的冲击，部分原因是中东战争打击了企业在能源和电力成本重压之下的可自由支配支出。

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IT服务板块开盘走低，Cognizant(CTSH)下跌7.3%，<a href=\"https://laohu8.com/S/GLOB\">Globant</a> (GLOB) 跌 6.85%，Innodata (INOD) 跌 7.17%，<a href=\"https://laohu8.com/S/CTSH\">高知特</a> (CTSH) 跌 7.39%，CGI Inc (GIB) 跌 7.39%，Wipro (WIT) 跌 7.86%，EPAM Systems (EPAM) 跌 8.52%，<a href=\"https://laohu8.com/S/G\">简伯特</a> (G) 跌 8.55%，<a href=\"https://laohu8.com/S/IBM\">IBM</a>下跌5.5%，<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>(ACN)跌16.93%。</p><p>消息面上，在埃森哲下调财年收入增长预期后，IT服务公司股价盘前下跌。埃森哲将2026财年销售额指引从717.63亿-731.57亿美元收窄至717.63亿-724.6亿美元，而市场预期为$740.06亿。同时，埃森哲将其全年调整后每股收益（EPS）指引上调至13.65美元至13.90美元，高于分析师预期的13.85美元。</p><p>由于面临市场对人工智能应用软件以及聚集代理式工作流的AI智能体对其IT咨询业务深度负面影响的怀疑情绪，埃森哲股价今年以来已下跌逾40%。其竞争对手们也遭受重创，IT外包与咨询巨头凯捷公司(Capgemini SE)和<a href=\"https://laohu8.com/S/INFY\">印孚瑟斯</a>有限公司(Infosys Ltd.)今年以来均下跌逾30%。 Bloomberg Intelligence 表示，IT咨询顾问需求愈发疲软，除了AI带来的冲击，部分原因是中东战争打击了企业在能源和电力成本重压之下的可自由支配支出。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=\"https://laohu8.com/S/ACN\">埃森哲</a>(ACN)跌16.93%。</p><p>消息面上，在埃森哲下调财年收入增长预期后，IT服务公司股价盘前下跌。埃森哲将2026财年销售额指引从717.63亿-731.57亿美元收窄至717.63亿-724.6亿美元，而市场预期为$740.06亿。同时，埃森哲将其全年调整后每股收益（EPS）指引上调至13.65美元至13.90美元，高于分析师预期的13.85美元。</p><p>由于面临市场对人工智能应用软件以及聚集代理式工作流的AI智能体对其IT咨询业务深度负面影响的怀疑情绪，埃森哲股价今年以来已下跌逾40%。其竞争对手们也遭受重创，IT外包与咨询巨头凯捷公司(Capgemini SE)和<a href=\"https://laohu8.com/S/INFY\">印孚瑟斯</a>有限公司(Infosys Ltd.)今年以来均下跌逾30%。 Bloomberg Intelligence 表示，IT咨询顾问需求愈发疲软，除了AI带来的冲击，部分原因是中东战争打击了企业在能源和电力成本重压之下的可自由支配支出。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0536402901.SGD","symbol_name":"FTIF - Franklin India A (acc) 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