10月1日：埃森哲股价飙升22%，创下历史最佳单日表现。此前该公司发布的年度营收增长预期强于预期，这突显出IT咨询业务在经历人工智能（AI）颠覆担忧打击后的韧性。
Oct 1 : Accenture shares surged 22 per cent, on track for their best day ever, after a stronger-than-anticipated annual revenue growth forecast underscored the resilience of the IT consulting business hammered by worries over AI-led disruption.
这一前景表明，全球咨询公司正在利用企业寻求外部技术合作伙伴来自动化复杂任务并支持AI应用的强劲需求，从而推高了同行遭到重创的股价。
The outlook signaled how global consulting firms are tapping into robust demand from companies seeking external technology partners to automate complex tasks and to support AI adoption, sending the beaten-down shares of peers higher.
高知特（Cognizant）上涨约8%，IBM上涨约3%。印度竞争对手Wipro和Infosys在美上市股票也上涨了6%至7%。
Cognizant rose about 8 per cent and IBM about 3 per cent. US-listed shares of Indian rivals Wipro and Infosys also rose between 6 per cent and 7 per cent.
盈透证券（Interactive Brokers）首席市场分析师史蒂夫·索斯尼克（Steve Sosnick）表示：“许多机构觉得他们在软件领域的投资不足。埃森哲的情况显然如此，投资者正在迅速重新评估他们对这家公司的看法。”
"A lot of institutions feel they're underinvested in software. That was clearly the case with Accenture, and investors are quickly reevaluating their views on the company," said Steve Sosnick, chief market analyst at Interactive Brokers.
软件股已在很大程度上从今年早些时候的抛售潮中复苏。那场抛售潮始于Anthropic发布新工具，引发了人们对AI可能取代这些公司所销售的产品和服务的担忧。
Software stocks have largely recovered from a selloff early this year that began when Anthropic released new tools, fueling fears that AI could replace the products and services those companies sell.
但IT服务公司的表现一直落后，在周四之前，埃森哲的股价今年已下跌了约三分之一。
But IT services firms have lagged, with Accenture's shares down about a third this year before Thursday.
尽管如此，埃森哲表示，该季度许多领域的定价有所走低，这表明随着客户争夺AI带来的部分成本节约，该行业正面临压力。
Still, Accenture said its pricing was lower in many areas during the quarter, a sign of the pressures facing the industry as clients push for a part of the savings from AI.
根据伦敦证券交易所集团（LSEG）汇编的数据，该公司预计2027财年年度营收将增长3%至6%，其中点高于分析师平均预期的3.9%的增长率。
The company expects annual revenue to grow between 3 per cent and 6 per cent in fiscal 2027, the midpoint of which is above analysts' average estimate of a 3.9 per cent growth, according to data compiled by LSEG.
首席执行官朱莉·斯威特（Julie Sweet）在财报发布后的电话会议上表示，基于目前看到的加速增长战略的机会，埃森哲预计在2027财年“再投入约50亿美元用于收购”。今年6月，埃森哲宣布了三笔总额达41.8亿美元的网络安全交易，其中包括对Dragos的多数股权投资。
CEO Julie Sweet said on a post-earnings call that Accenture expects to deploy "another approximately $5 billion in acquisitions in fiscal '27 based on the opportunities we see today to accelerate our growth strategy." In June, Accenture had announced three cybersecurity deals totaling $4.18 billion, including a majority investment in Dragos.
第四季度订单额同比增长4%，达到221.7亿美元。咨询业务收入增长7%，至92.8亿美元，推动总销售额升至186.8亿美元，超过180.3亿美元的预期。
Its fourth-quarter bookings rose 4 per cent to $22.17 billion. Consulting revenue grew 7 per cent to $9.28 billion, helping lift total sales to $18.68 billion, beating estimates of $18.03 billion.
9月，埃森哲与即将上市的Anthropic展开合作，将对其前沿人工智能模型进行独立评估。双方承诺在五年内各自投入至少10亿美元，以扩大人工智能安全与测试能力。
In September, Accenture partnered with IPO-bound Anthropic to independently evaluate its frontier AI models, with the companies committing at least $1 billion each over five years to expand AI safety and testing capabilities.