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Wedbush公司称,人工智能对业务流程外包和IT服务行业的颠覆性影响被夸大了。

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-- Wedbush Securities周三在一份报告中指出,人们对人工智能在短期内迅速颠覆业务流程外包(BPO)和信息技术(IT)服务行业的担忧似乎被夸大了。 分析师表示,尽管人工智能一直是影响股价的主要话题,但迄今为止,其对企业基本面的实际影响有限。他们指出,过去两年出现的经济放缓主要是由于企业削减与新冠疫情后过度支出相关的预算,而非人工智能取代了现有服务。 分析师表示,他们与BPO和IT服务行业人士的通话得出的主要结论是,“相对于基本面而言,人们对人工智能在短期内可能带来的颠覆性影响的担忧似乎被严重夸大了。” 分析师指出,就单个公司而言,Globant(GLOB)的关键优势在于其深厚的行业专长和与企业客户的牢固关系,这使其能够抵御新兴的、专注于人工智能的竞争对手。 他们表示,Cognizant (CTSH) 正在大力投资人工智能,并通过并购进行扩张,但这些努力可能需要比行业预期更长的时间才能实现,而 TaskUs (TASK) 似乎在增长和潜在收购方面都处于有利地位。

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