<p>印度 IT 公司的股票在 12 月 2 日交易中大幅上漲，使 Nifty IT 指數連續第四個交易日進入上漲區間。對美聯儲進一步降息的期望上升以及 Infosys ADR 的飆升是導致這一急劇上漲的五個關鍵因素之一。</p>
<p>截至上午 10:10，Nifty IT 指數上漲 1.35%，達到 39,214.90。該指數在四個交易日的上漲中已累計上漲超過 1,150 點（超過 3%）。</p>
<p><strong>Infosys ADR 飆升：</strong></p>
<p>Infosys Ltd 的美國存託憑證（ADR）在週五大幅上漲，創下新高，公司澄清稱並不知曉導致突然飆升的任何重大事件。由於激進的空頭回補，ADR 觸及 52 周高點，開盤時上漲近 40%，隨後回落部分漲幅。</p>
<p>交易員告訴_Moneycontrol_，這一急劇波動是由於短期擠壓造成的，因為一家主要貸款機構召回了市場上借出的大量股票。突如其來的召回迫使持有空頭頭寸的交易員急於進入公開市場以覆蓋其風險，導致價格在交易量稀薄的情況下急劇上漲。</p>
<p><strong>美國通脹數據疲軟：</strong></p>
<p>截至 11 月的年度，美國消費者價格上漲幅度低於預期。11 月美國消費者價格同比上漲 2.7%，低於截至 9 月的 12 個月內 3% 的增幅。</p>
<p>美國勞工部統計局週四發佈的消費者價格指數的放緩重新點燃了市場對美聯儲近期進一步降息的希望。</p>
<p><strong>對美聯儲進一步降息的更高期望：</strong></p>
<p>除了疲軟的美國通脹數據外，美聯儲管理層的積極評論也增強了市場對更多降息的期望。美聯儲理事克里斯托弗·沃勒在週三表示，美國中央銀行在就業市場疲軟的情況下仍有降息的空間。</p>
<p>沃勒在紐約耶魯管理學院首席執行官峯會上表示：“我仍然認為我們可能距離中性利率還有 50 到 100 個基點的空間，” 這意味着美聯儲在需要時仍有降息的餘地。</p>
<p>美國的降息可能會增加可支配支出能力，這可能有助於那些從美國市場獲得大部分收入的 IT 公司。</p>
<p><strong>強勁的埃森哲業績：</strong></p>
<p>埃森哲在週四發佈了超出預期的第一季度業績，得益於幫助客户整合人工智能（AI）技術以提高生產力的解決方案。</p>
<p>這家 IT 諮詢公司報告的收入為 187.4 億美元，而分析師的平均預期為 185.2 億美元，數據由 LSEG 彙編。該季度的新訂單增加了 12%，達到 209 億美元，其中諮詢訂單為 98.8 億美元，管理服務訂單為 110.6 億美元。</p>
<p>這家美國 IT 巨頭的管理層在週四的財報電話會議中強調，整體和可支配支出的速度與去年持平。</p>
<p><strong>價值買入：</strong></p>
<p>IT 股票的上漲也可能是由於在經歷數月的下跌後出現的價值買入。這些股票今年整體上承壓，原因包括特朗普的 H1-B 簽證變更、關税憂慮等多重因素。</p>
<p>在經歷了一段強勁的修正期後，投資者可能開始關注這一領域，因為估值變得更具吸引力。</p>
<p><strong>今日 IT 漲幅前列的股票：</strong></p>
<p>Wipro 和 Infosys 的股票在指數中漲幅最大，各上漲超過 2%。Persistent Systems 的股票也上漲近 2%。</p>
<p>HCL Technologies、Coforge 和 Tech Mahindra 的股票各上漲超過 1%，而塔塔諮詢服務（TCS）的股票上漲約 1%。LTI Mindtree 的股票小幅上漲，Mphasis 的股票則下跌 1%，與該行業的趨勢相悖。</p>
<p>請在此處關注股市的所有實時更新。</p>
<p><em>免責聲明：Moneycontrol 上專家表達的觀點和投資建議僅代表他們個人，與網站或其管理層無關。Moneycontrol 建議用户在做出任何投資決策之前諮詢認證專家。</em></p>

印孚瑟斯技術

<p>印度 IT 股，包括印孚瑟斯和 Wipro，連續第四天上漲，原因有多個：印孚瑟斯 ADR 的激增、美國通脹數據疲軟、對美聯儲進一步降息的期望、埃森哲強勁的業績以及價值買入。Nifty IT 指數上漲了 1.35%，其中 Wipro 和印孚瑟斯是主要漲幅股。此次上漲歸因於空頭回補、積極的美國經濟指標以及在下跌後的估值改善</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 日交易中大幅上漲，使 Nifty IT 指數連續第四個交易日進入上漲區間。對美聯儲進一步降息的期望上升以及 Infosys ADR 的飆升是導致這一急劇上漲的五個關鍵因素之一。</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 指數上漲 1.35%，達到 39,214.90。該指數在四個交易日的上漲中已累計上漲超過 1,150 點（超過 3%）。</p>
</div><p><strong>Infosys ADR surge:</strong></p>
<div class="lb-trans"><p><strong>Infosys ADR 飆升：</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 的美國存託憑證（ADR）在週五大幅上漲，創下新高，公司澄清稱並不知曉導致突然飆升的任何重大事件。由於激進的空頭回補，ADR 觸及 52 周高點，開盤時上漲近 40%，隨後回落部分漲幅。</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>交易員告訴_Moneycontrol_，這一急劇波動是由於短期擠壓造成的，因為一家主要貸款機構召回了市場上借出的大量股票。突如其來的召回迫使持有空頭頭寸的交易員急於進入公開市場以覆蓋其風險，導致價格在交易量稀薄的情況下急劇上漲。</p>
</div><p><strong>Soft US inflation data:</strong></p>
<div class="lb-trans"><p><strong>美國通脹數據疲軟：</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，美國消費者價格上漲幅度低於預期。11 月美國消費者價格同比上漲 2.7%，低於截至 9 月的 12 個月內 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>美國勞工部統計局週四發佈的消費者價格指數的放緩重新點燃了市場對美聯儲近期進一步降息的希望。</p>
</div><p><strong>Higher hopes for further Fed rate cuts:</strong></p>
<div class="lb-trans"><p><strong>對美聯儲進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>除了疲軟的美國通脹數據外，美聯儲管理層的積極評論也增強了市場對更多降息的期望。美聯儲理事克里斯托弗·沃勒在週三表示，美國中央銀行在就業市場疲軟的情況下仍有降息的空間。</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>沃勒在紐約耶魯管理學院首席執行官峯會上表示：“我仍然認為我們可能距離中性利率還有 50 到 100 個基點的空間，” 這意味着美聯儲在需要時仍有降息的餘地。</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>美國的降息可能會增加可支配支出能力，這可能有助於那些從美國市場獲得大部分收入的 IT 公司。</p>
</div><p><strong>Strong Accenture results:</strong></p>
<div class="lb-trans"><p><strong>強勁的埃森哲業績：</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>埃森哲在週四發佈了超出預期的第一季度業績，得益於幫助客户整合人工智能（AI）技術以提高生產力的解決方案。</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>這家 IT 諮詢公司報告的收入為 187.4 億美元，而分析師的平均預期為 185.2 億美元，數據由 LSEG 彙編。該季度的新訂單增加了 12%，達到 209 億美元，其中諮詢訂單為 98.8 億美元，管理服務訂單為 110.6 億美元。</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>這家美國 IT 巨頭的管理層在週四的財報電話會議中強調，整體和可支配支出的速度與去年持平。</p>
</div><p><strong>Value buying:</strong></p>
<div class="lb-trans"><p><strong>價值買入：</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 股票的上漲也可能是由於在經歷數月的下跌後出現的價值買入。這些股票今年整體上承壓，原因包括特朗普的 H1-B 簽證變更、關税憂慮等多重因素。</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>在經歷了一段強勁的修正期後，投資者可能開始關注這一領域，因為估值變得更具吸引力。</p>
</div><p><strong>Top IT gainers today:</strong></p>
<div class="lb-trans"><p><strong>今日 IT 漲幅前列的股票：</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 的股票在指數中漲幅最大，各上漲超過 2%。Persistent Systems 的股票也上漲近 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 的股票各上漲超過 1%，而塔塔諮詢服務（TCS）的股票上漲約 1%。LTI Mindtree 的股票小幅上漲，Mphasis 的股票則下跌 1%，與該行業的趨勢相悖。</p>
</div><p>Follow all LIVE updates from the stock markets here.</p>
<div class="lb-trans"><p>請在此處關注股市的所有實時更新。</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>免責聲明：Moneycontrol 上專家表達的觀點和投資建議僅代表他們個人，與網站或其管理層無關。Moneycontrol 建議用户在做出任何投資決策之前諮詢認證專家。</em></p>
</div>

由於美國存託憑證的上漲以及其他四個原因，Infosys、Wipro 和其他 IT 股票連續第四天上漲