增长前景可期+估值触底！瑞银力挺埃森哲(ACN.US)：遭AI恐慌错杀后有望反弹涨幅或达63%_老虎社区_美港股上老虎

增长前景可期+估值触底！瑞银力挺埃森哲(ACN.US)：遭AI恐慌错杀后有望反弹涨幅或达63%

智通财经02-25

智通财经APP获悉，在年内下跌20%之后，埃森哲(ACN.US)股价可能迎来反弹。瑞银认为，近期抛售已创造出一个有吸引力的入场点，因为市场对人工智能(AI)颠覆风险的担忧掩盖了公司的增长前景。在周一发布的一份报告中，瑞银分析师Kevin McVeigh重申对埃森哲的“买入”评级，并维持320美元的目标价。这意味着相较该股周二收盘价196.73美元有约63%的上涨空间。AI被视为生产力驱动力，而非...

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UBS supports Accenture (ACN.US): It is expected to rebound after being mistakenly killed by AI panic, with an increase of 63%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ACN":1.5},"content_text":"智通财经APP获悉，在年内下跌20%之后，埃森哲(ACN.US)股价可能迎来反弹。瑞银认为，近期抛售已创造出一个有吸引力的入场点，因为市场对人工智能(AI)颠覆风险的担忧掩盖了公司的增长前景。在周一发布的一份报告中，瑞银分析师Kevin McVeigh重申对埃森哲的“买入”评级，并维持320美元的目标价。这意味着相较该股周二收盘价196.73美元有约63%的上涨空间。AI被视为生产力驱动力，而非颠覆因素瑞银表示，投资者担心生成式AI可能会绕过IT服务公司或压缩利润率的担忧似乎被夸大。相反，该机构认为AI是提升生产力的工具，可能带来额外需求。埃森哲近期在统一的“Reinvention Services(再造服务)”模式下重组业务，整合战略、咨询、Song、技术和运营。瑞银指出，这一结构有助于更快地将AI和数据嵌入客户解决方案，并支持交叉销售。该公司最大的交易中有80%涵盖多个服务线。尽管部分软件投资者担心AI代理可能削弱基于“席位”的收入模式，瑞银强调，埃森哲目前约60%的收入为固定价格合同，高于2023年的50%，这可能在一定程度上缓冲定价压力。生成式AI或为增长贡献250–300个基点瑞银估计，与生成式AI相关的收入可能为埃森哲每年贡献250至300个基点的增长。结合数字化转型、网络安全和数字营销领域的稳健扩张，瑞银预计到2030年，该公司整体收入年增长率约为6%。报告还指出，到2035年，随着AI、软件和服务融合为基于成果的集成系统，可能形成一个1.5万亿美元的“服务即软件”(services-as-software)机会。埃森哲与包括OpenAI在内的主要大语言模型供应商建立了合作关系，并通过埃森哲Ventures进行投资。瑞银认为，这将使公司在企业AI应用成熟过程中占据有利地位。估值处于十年低位瑞银表示，埃森哲的估值看起来颇具吸引力。目前该股的两年前瞻市盈率约为14倍，为十多年来最低水平，并首次低于标普500指数。瑞银320美元的目标价基于2028年预估每股收益的19.5倍市盈率。除增长前景外，瑞银还提到埃森哲的财务状况，包括约15%的调整后营业利润率和强劲的现金创造能力。管理层预计2026财年至少向股东返还93亿美元资本，相当于预估自由现金流中值的90%以上。瑞银表示，目前的估值已充分反映对AI颠覆风险的担忧，但尚未完全计入埃森哲的知识产权基础、联盟网络以及其在新技术周期中实现商业化的历史能力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}