「Infosys:美國需求強勁推高收入預測!」

Infosys提升收入增長預測,顯示北美需求強勁

根據最新報導,印度第二大資訊科技服務提供商Infosys Ltd(NYSE:INFY)在北美市場顯示出強勁的需求跡象,決定上調其收入增長預測。該公司在最近的季度報告中顯示,季度收入增長超過7%,這主要得益於穩健的合約贏得和員工人數的增加。

在2023年10月至12月的季度中,Infosys的收入達到4176.4億盧比(約48.3億美元),較去年同期增長7.6%。這一季度通常是業務較為疲弱的時期,因為客戶在假期季節會縮減運營。

來自班加羅爾的Infosys目前預測,全年收入增長將達到4.5%至5%,高於之前預測的3.75%至4.5%。摩根士丹利(Morgan Stanley)在一份報告中指出,“第三季度收入增長超出預期、2025財年收入指引上調及第三季度合約贏得/新增員工數量的改善是主要亮點。”該機構對該股持超配評級,目標價格為2150盧比。

摩根士丹利的分析師補充道,“我們認為,有人可能會指出第三季度的收入增長中有較高比例來自第三方產品。”

近年來,印度的IT服務行業受到影響,因為美國和歐洲的客戶在經濟不確定性中減少了對技術的支出。

這一情況反映出,儘管面臨挑戰,Infosys在北美市場的增長潛力仍然強勁,這對於投資者及業界來說是一個值得關注的信號。隨著消費者支出回暖及企業對數位轉型需求的增加,Infosys的前景似乎正在改善,這可能會引領整個行業的反彈。然而,投資者仍需謹慎,因為全球經濟形勢及其他宏觀經濟因素可能隨時影響市場動態。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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