Infosys Ltd. 下调了年度销售预期，显示企业仍在抑制对大型信息技术项目的支出。
Ltd. lowered its annual sales forecast in a sign companies continue to curb spending on major information technology projects.
Infosys 在周五的一份声明中表示，截至 2027 年 3 月的财年，按固定汇率计算，营收将增长 1% 至 2%。7 月时，该公司曾预测销售额将增长 1.5% 至 3%。
Revenue will climb 1% to 2% on a constant-currency basis in the year through March 2027, Infosys said in a statement Friday. It July, it predicted sales would grow 1.5% to 3%.
作为印度第二大 IT 外包商，Infosys 与规模更大的竞争对手 Tata Consultancy Services Ltd.（塔塔咨询服务有限公司）共同引领着印度超过 2800 亿美元的软件服务行业，该行业正面临放缓。在地缘政治危机（如伊朗冲突）、能源价格飙升和通胀居高不下的背景下，企业正在限制开支。
Infosys, India’s second-largest IT outsourcer, and larger rival Tata Consultancy Services Ltd. lead India’s $280 billion-plus software services industry that’s been grappling with a slowdown. Companies are limiting spending in the midst of geopolitical crises such as the Iran conflict, surging energy prices and elevated inflation.
IT 服务业务还面临 AI 带来的颠覆风险。Infosys 及其同行长期以来依赖大量工程毕业生为客户编写代码。但来自 Anthropic PBC 和 OpenAI 等公司的新工具现在能更快地编写程序，威胁到外包模式的根基。
The IT services business also risks a disruption from AI. Infosys and its peers have long depended on armies of engineering graduates to write code for clients. But new tools from the likes of Anthropic PBC and OpenAI can now write programs much quicker, threatening to upend the outsourcing model.
今年以来，Infosys 股价下跌约 30%，投资者在评估其应对 AI 挑战的前景。同行 TCS 和 Wipro Ltd. 跌幅相似。
Shares of Infosys have declined about 30% this year as investors have assessed its chances to cope with the challenges posed by AI. Peers TCS and Wipro Ltd. are down by similar amounts.
不过，印度 IT 巨头们表示，其业务依然灵活且有韧性。TCS 本月初发布的财报显示，合同流量逐步改善，这家亚洲最大 IT 服务提供商的年化 AI 营收达到 31 亿美元。
The Indian IT giants, though, say their businesses remain agile and resilient. TCS’ earnings earlier this month showed gradually improving contract flow, with Asia’s largest IT services provider’s annualized AI revenue reaching $3.1 billion.
Infosys 董事长 Nandan Nilekani（南达·尼莱卡尼）就在上周淡化了 AI 取代工作岗位的担忧，称该技术反而将激活小企业，并推动对新技能的需求。
Infosys Chairman Nandan Nilekani just last week shrugged off worries about AI eliminating jobs and said the technology will instead galvanize small businesses and fuel demand for new skills.
Nilekani 在新德里举行的彭博新经济论坛上表示，新岗位将“在于理解客户需求、在于协作、在于让人们协同工作”。
The new jobs will be “in understanding client requirements, in collaborating, in getting people to work together,” Nilekani said at the Bloomberg New Economy Forum in New Delhi.
外包商也在为 AI 调整商业模式。总部位于孟买的 TCS 已与 OpenAI 合作建设 AI 数据中心，并正与其他科技巨头进行类似洽谈。
The outsourcers are also pivoting their business models for AI. Mumbai-based TCS has partnered with OpenAI to build AI data centers and is in similar discussions with other tech giants.
周五，Infosys 发布财报显示，截至 9 月底的季度营收为 4924 亿卢比，部分得益于卢比贬值。公司表示，AI 相关业务占销售额的 10.5%。该季度净利润增长 6.3% 至 782 亿卢比（8.24 亿美元）。分析师平均预估为 790 亿卢比。
On Friday, Infosys posted revenues of 492.4 billion rupees for the quarter through September, partly helped by a declining rupee. AI related work accounted for 10.5% of its sales, it said. Net income rose 6.3% to 78.2 billion rupees ($824 million) for the quarter. Analysts estimated 79 billion rupees on average.
彭博情报观点：不断上升的 AI 活动尚不足以抵消企业决策放缓的影响。金融服务是最明确的亮点，受到现代化和具有切实回报的 AI 需求支撑。—— 分析师 Tamlin Bason点击此处查看研究
What Bloomberg Intelligence SaysRising AI activity isn’t yet enough to offset slow enterprise decision-making. Financial services is the clearest bright spot, supported by demand for modernization and AI with tangible returns.- Tamlin Bason, analystClick here for research