《Private Assets Are Coming to Your Portfolio…Be Ready》
ACN 估值因低市盈率与存续确认而具吸引力，但长期增长因 AI 可能对其商业模式造成颠覆而存在不确定性。
今天的财报意外来自 Accenture。在我们录制本期节目期间，该股上涨了约 19%，得益于业绩好于预期。营收和利润均超出预期，其财务预测也是如此，因为这是其 2026 财年的年末，而且他们表示 2027 财年也略高于华尔街预期。
today's earnings surprise, which is Accenture. The stock rose by about 19% during our recording of the episode thanks to better-than-expected earnings. Revenue and profits exceeded expectations, and their financial projections, as this was the end of their fiscal year 2026 , and they said that fiscal year 2027 also came in slightly above Wall Street expectations.