<p>印度 IT 公司的股票在 12 月 2 日交易中大幅上涨，使 Nifty IT 指数连续第四个交易日进入上涨区间。对美联储进一步降息的期望上升以及 Infosys ADR 的飙升是导致这一急剧上涨的五个关键因素之一。</p>
<p>截至上午 10:10，Nifty IT 指数上涨 1.35%，达到 39,214.90。该指数在四个交易日的上涨中已累计上涨超过 1,150 点（超过 3%）。</p>
<p><strong>Infosys ADR 飙升：</strong></p>
<p>Infosys Ltd 的美国存托凭证（ADR）在周五大幅上涨，创下新高，公司澄清称并不知晓导致突然飙升的任何重大事件。由于激进的空头回补，ADR 触及 52 周高点，开盘时上涨近 40%，随后回落部分涨幅。</p>
<p>交易员告诉_Moneycontrol_，这一急剧波动是由于短期挤压造成的，因为一家主要贷款机构召回了市场上借出的大量股票。突如其来的召回迫使持有空头头寸的交易员急于进入公开市场以覆盖其风险，导致价格在交易量稀薄的情况下急剧上涨。</p>
<p><strong>美国通胀数据疲软：</strong></p>
<p>截至 11 月的年度，美国消费者价格上涨幅度低于预期。11 月美国消费者价格同比上涨 2.7%，低于截至 9 月的 12 个月内 3% 的增幅。</p>
<p>美国劳工部统计局周四发布的消费者价格指数的放缓重新点燃了市场对美联储近期进一步降息的希望。</p>
<p><strong>对美联储进一步降息的更高期望：</strong></p>
<p>除了疲软的美国通胀数据外，美联储管理层的积极评论也增强了市场对更多降息的期望。美联储理事克里斯托弗·沃勒在周三表示，美国中央银行在就业市场疲软的情况下仍有降息的空间。</p>
<p>沃勒在纽约耶鲁管理学院首席执行官峰会上表示：“我仍然认为我们可能距离中性利率还有 50 到 100 个基点的空间，” 这意味着美联储在需要时仍有降息的余地。</p>
<p>美国的降息可能会增加可支配支出能力，这可能有助于那些从美国市场获得大部分收入的 IT 公司。</p>
<p><strong>强劲的埃森哲业绩：</strong></p>
<p>埃森哲在周四发布了超出预期的第一季度业绩，得益于帮助客户整合人工智能（AI）技术以提高生产力的解决方案。</p>
<p>这家 IT 咨询公司报告的收入为 187.4 亿美元，而分析师的平均预期为 185.2 亿美元，数据由 LSEG 汇编。该季度的新订单增加了 12%，达到 209 亿美元，其中咨询订单为 98.8 亿美元，管理服务订单为 110.6 亿美元。</p>
<p>这家美国 IT 巨头的管理层在周四的财报电话会议中强调，整体和可支配支出的速度与去年持平。</p>
<p><strong>价值买入：</strong></p>
<p>IT 股票的上涨也可能是由于在经历数月的下跌后出现的价值买入。这些股票今年整体上承压，原因包括特朗普的 H1-B 签证变更、关税忧虑等多重因素。</p>
<p>在经历了一段强劲的修正期后，投资者可能开始关注这一领域，因为估值变得更具吸引力。</p>
<p><strong>今日 IT 涨幅前列的股票：</strong></p>
<p>Wipro 和 Infosys 的股票在指数中涨幅最大，各上涨超过 2%。Persistent Systems 的股票也上涨近 2%。</p>
<p>HCL Technologies、Coforge 和 Tech Mahindra 的股票各上涨超过 1%，而塔塔咨询服务（TCS）的股票上涨约 1%。LTI Mindtree 的股票小幅上涨，Mphasis 的股票则下跌 1%，与该行业的趋势相悖。</p>
<p>请在此处关注股市的所有实时更新。</p>
<p><em>免责声明：Moneycontrol 上专家表达的观点和投资建议仅代表他们个人，与网站或其管理层无关。Moneycontrol 建议用户在做出任何投资决策之前咨询认证专家。</em></p>

印孚瑟斯技术

<p>印度 IT 股，包括印孚瑟斯和 Wipro，连续第四天上涨，原因有多个：印孚瑟斯 ADR 的激增、美国通胀数据疲软、对美联储进一步降息的期望、埃森哲强劲的业绩以及价值买入。Nifty IT 指数上涨了 1.35%，其中 Wipro 和印孚瑟斯是主要涨幅股。此次上涨归因于空头回补、积极的美国经济指标以及在下跌后的估值改善</p>

<p>The shares of Indian IT companies jumped in trade on December 2, pushing the Nifty IT index into the green for the fourth consecutive session. Rising hopes for further rate cuts by the Federal Reserve and soaring Infosys ADR were among the five key factors behind the sharp rise.</p>
<div class="lb-trans"><p>印度 IT 公司的股票在 12 月 2 日交易中大幅上涨，使 Nifty IT 指数连续第四个交易日进入上涨区间。对美联储进一步降息的期望上升以及 Infosys ADR 的飙升是导致这一急剧上涨的五个关键因素之一。</p>
</div><p>The Nifty IT index gained 1.35 percent to 39,214.90, as seen at 10.10 am. The index has now gained more than 1,150 points (over 3 percent) during its four-session gaining streak so far.</p>
<div class="lb-trans"><p>截至上午 10:10，Nifty IT 指数上涨 1.35%，达到 39,214.90。该指数在四个交易日的上涨中已累计上涨超过 1,150 点（超过 3%）。</p>
</div><p><strong>Infosys ADR surge:</strong></p>
<div class="lb-trans"><p><strong>Infosys ADR 飙升：</strong></p>
</div><p>Infosys Ltd’s American Depository Receipt (ADR) surged sharply to fresh record highs on Friday, with the company clarifying that it is not aware of any material event which led to the sudden spike. The ADRs hit a 52-week high on aggressive short-covering, opening nearly 40 percent higher before paring gains.</p>
<div class="lb-trans"><p>Infosys Ltd 的美国存托凭证（ADR）在周五大幅上涨，创下新高，公司澄清称并不知晓导致突然飙升的任何重大事件。由于激进的空头回补，ADR 触及 52 周高点，开盘时上涨近 40%，随后回落部分涨幅。</p>
</div><p>Traders told <em>Moneycontrol</em> that the sharp move was driven by a short squeeze, after a major lender recalled a large chunk of stock lent out in the market. The sudden recall forced traders with short positions to rush into the open market to cover their exposure, bidding up prices sharply in a thinly traded counter.</p>
<div class="lb-trans"><p>交易员告诉_Moneycontrol_，这一急剧波动是由于短期挤压造成的，因为一家主要贷款机构召回了市场上借出的大量股票。突如其来的召回迫使持有空头头寸的交易员急于进入公开市场以覆盖其风险，导致价格在交易量稀薄的情况下急剧上涨。</p>
</div><p><strong>Soft US inflation data:</strong></p>
<div class="lb-trans"><p><strong>美国通胀数据疲软：</strong></p>
</div><p>US consumer prices rose less than expected in the year ending in November. US consumer prices rose 2.7 percent year-on-year in November, slowing from a 3 percent increase in the 12 months through September.</p>
<div class="lb-trans"><p>截至 11 月的年度，美国消费者价格上涨幅度低于预期。11 月美国消费者价格同比上涨 2.7%，低于截至 9 月的 12 个月内 3% 的增幅。</p>
</div><p>The moderation in the in the US Consumer Price Index, reported by the Labor Department's Bureau of Labor Statistics on Thursday, has reignited hopes for more rate cuts by the US Federal Reserve in the near future.</p>
<div class="lb-trans"><p>美国劳工部统计局周四发布的消费者价格指数的放缓重新点燃了市场对美联储近期进一步降息的希望。</p>
</div><p><strong>Higher hopes for further Fed rate cuts:</strong></p>
<div class="lb-trans"><p><strong>对美联储进一步降息的更高期望：</strong></p>
</div><p>Along with the softer US inflation data, positive commentary by the American central bank’s management also boosted hopes for more rate cuts. Federal Reserve Governor Christopher Waller on Wednesday said that the American central bank still has room to cut interest rates amid rising job market weakness.</p>
<div class="lb-trans"><p>除了疲软的美国通胀数据外，美联储管理层的积极评论也增强了市场对更多降息的期望。美联储理事克里斯托弗·沃勒在周三表示，美国中央银行在就业市场疲软的情况下仍有降息的空间。</p>
</div><p>&#34;I still think we're probably, you know, maybe we're 50 to 100 basis points off of neutral,&#34; which means the Fed still has room to cut interest rates if it needs to, Waller said at the Yale School of Management CEO Summit in New York.</p>
<div class="lb-trans"><p>沃勒在纽约耶鲁管理学院首席执行官峰会上表示：“我仍然认为我们可能距离中性利率还有 50 到 100 个基点的空间，” 这意味着美联储在需要时仍有降息的余地。</p>
</div><p>A rate cut in the US will likely increase the discretionary spending capacity, which will likely help the IT companies which derive a major portion of their revenue from the American market.</p>
<div class="lb-trans"><p>美国的降息可能会增加可支配支出能力，这可能有助于那些从美国市场获得大部分收入的 IT 公司。</p>
</div><p><strong>Strong Accenture results:</strong></p>
<div class="lb-trans"><p><strong>强劲的埃森哲业绩：</strong></p>
</div><p>Accenture released better-than-expected first-quarter results on Thursday, driven by artificial intelligence (AI) solutions that help clients integrate the technology to enhance productivity.</p>
<div class="lb-trans"><p>埃森哲在周四发布了超出预期的第一季度业绩，得益于帮助客户整合人工智能（AI）技术以提高生产力的解决方案。</p>
</div><p>The IT consulting firm reported revenue of $18.74 billion, compared with analysts' average estimate of $18.52 billion, according to data compiled by LSEG. New bookings during the quarter increased 12 percent to $20.9 billion, with consulting bookings of $9.88 billion and managed services bookings of $11.06 billion.</p>
<div class="lb-trans"><p>这家 IT 咨询公司报告的收入为 187.4 亿美元，而分析师的平均预期为 185.2 亿美元，数据由 LSEG 汇编。该季度的新订单增加了 12%，达到 209 亿美元，其中咨询订单为 98.8 亿美元，管理服务订单为 110.6 亿美元。</p>
</div><p>The US-based IT giant's management, in a post-earnings investor call Thursday, highlighted that the pace of overall and discretionary spending was at the same level as the previous year.</p>
<div class="lb-trans"><p>这家美国 IT 巨头的管理层在周四的财报电话会议中强调，整体和可支配支出的速度与去年持平。</p>
</div><p><strong>Value buying:</strong></p>
<div class="lb-trans"><p><strong>价值买入：</strong></p>
</div><p>The rise in the IT stocks may have also been driven by value buying after months of downturn. These stocks have remained under pressure this year overall due to multiple factors, including Trump's H1-B visa changes, tariff jitters and more.</p>
<div class="lb-trans"><p>IT 股票的上涨也可能是由于在经历数月的下跌后出现的价值买入。这些股票今年整体上承压，原因包括特朗普的 H1-B 签证变更、关税忧虑等多重因素。</p>
</div><p>After a strong phase of correction, investors may have begun to look at the space due to better valuations.</p>
<div class="lb-trans"><p>在经历了一段强劲的修正期后，投资者可能开始关注这一领域，因为估值变得更具吸引力。</p>
</div><p><strong>Top IT gainers today:</strong></p>
<div class="lb-trans"><p><strong>今日 IT 涨幅前列的股票：</strong></p>
</div><p>Wipro and Infosys shares were the top gainers on the index, jumping more than 2 percent each. Persistent Systems shares gained nearly 2 percent each.</p>
<div class="lb-trans"><p>Wipro 和 Infosys 的股票在指数中涨幅最大，各上涨超过 2%。Persistent Systems 的股票也上涨近 2%。</p>
</div><p>HCL Technologies, Coforge and Tech Mahindra shares rose more than 1 percent each, while Tata Consultancy Services (TCS) shares gained around 1 percent. LTI Mindtree shares were trading in the green with marginal gains, while Mphasis shares were down 1 percent, bucking the trend in the sector.</p>
<div class="lb-trans"><p>HCL Technologies、Coforge 和 Tech Mahindra 的股票各上涨超过 1%，而塔塔咨询服务（TCS）的股票上涨约 1%。LTI Mindtree 的股票小幅上涨，Mphasis 的股票则下跌 1%，与该行业的趋势相悖。</p>
</div><p>Follow all LIVE updates from the stock markets here.</p>
<div class="lb-trans"><p>请在此处关注股市的所有实时更新。</p>
</div><p><em>Disclaimer: The views and investment tips expressed by experts on Moneycontrol are their own and not those of the website or its management. Moneycontrol advises users to check with certified experts before taking any investment decisions.</em></p>
<div class="lb-trans"><p><em>免责声明：Moneycontrol 上专家表达的观点和投资建议仅代表他们个人，与网站或其管理层无关。Moneycontrol 建议用户在做出任何投资决策之前咨询认证专家。</em></p>
</div>

由于美国存托凭证的上涨以及其他四个原因，Infosys、Wipro 和其他 IT 股票连续第四天上涨