12/14/2024, 05:36 AM UTC
安永：人力资本挑战令人畏惧Accenture: Human Capital Challenge Is Daunting
1、安永近期由于增长缓慢和IT预算向AI的重新分配而表现不佳；2、轻资产、劳动密集型商业模式确保了可预测的收入和盈利，预计AI特定预订的大幅增加将在2025年推动增长；3、尽管自由现金流高且具有收购潜力，但ACN的高估值和适度增长前景限制了大幅上涨的空间，导致评级为卖出。1. Accenture has recently seen weak performance due to slow growth and reallocation of IT budgets towards AI; 2. The asset-light, labor-intensive business model ensures predictable revenue and earnings, with a significant increase in AI-specific bookings expected to boost growth in 2025; 3. Despite high free cash flow and potential for acquisitions, ACN's premium valuation and moderate growth prospects limit substantial upside, leading to a Sell rating.---
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