6-22
Accenture’s Record 18% Crash: Can a $11B Cash Flow Floor Save ACN from AI Disruption?
Accenture’s historic 18% share price collapse highlights intense market anxiety over generative AI cannibalizing traditional billable consulting hours and driving a major revenue guidance markdown. However, with a rock-solid free cash flow projection up to $11.5 billion and a strategic $4.17 billion pivot into high-margin operational technology cybersecurity, long-term investors are evaluating whether ACN now represents an aggressive deep-value opportunity.
6-22
6-20
日本擬在2040財政年度前投放10.5萬億日圓發展「實體AI」覆蓋17個戰略領域
日本政府6月19日公布計劃,擬在2040財政年度前,在17個戰略領域合共投入10.5萬億日圓($65.1 billion)公私營資金發展「實體人工智能」,據《Nikkei Asia》報道。該計劃旨在應對勞動人口持續收縮,並把「實體AI」定位為紓緩製造、物流、醫療與長者照護人手短缺的方案。報道稱,這是首相高市早苗政府在四日內推出的第五項重大政策動作。
6-20