Core Insights - Analysts forecast Accenture (ACN) to report quarterly earnings of $2.98 per share, reflecting a year-over-year increase of 6.8% [1] - Expected revenues are projected to be $17.33 billion, indicating a 5.6% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analysts' assessments [1] Revenue Estimates - Consulting revenues are expected to reach $8.57 billion, a year-over-year increase of 3.8% [4] - Managed Services revenues are projected at $8.75 billion, reflecting a 7.5% year-over-year change [4] - Product revenues are anticipated to be $5.22 billion, indicating a 5.4% increase from the prior year [5] - Health & Public Service revenues are forecasted at $3.77 billion, showing a 4.2% year-over-year growth [5] - Financial Services revenues are expected to reach $3.06 billion, reflecting a 6.6% increase [6] - Communications, Media & Technology revenues are projected at $2.86 billion, indicating a 4.1% year-over-year change [6] - Geographic Revenue from the Americas is expected to be $8.72 billion, reflecting a 9.4% increase [6] - Asia Pacific revenues are projected at $2.43 billion, indicating a decline of 13.3% year-over-year [7] - EMEA revenues are expected to reach $6.11 billion, reflecting an 8.3% increase [7] New Bookings - Total New Bookings are projected to be $20.97 billion, up from $20.15 billion year-over-year [7] - Managed Services New Bookings are expected at $12.02 billion, compared to $11.55 billion in the same quarter last year [8] - Consulting New Bookings are forecasted at $8.95 billion, up from $8.59 billion in the same quarter last year [8] Stock Performance - Over the past month, Accenture shares have recorded a return of -7.5%, contrasting with the S&P 500 composite's +4% change [8]

上周国际市场可太热闹了，各大央行跟"打卡上班"似的集体行动。 加拿大、挪威还有印度尼西亚的央行直接宣布降息，英国、日本和巴西却选择按兵不动。 美股更猛，三大指数全创了新高，道指一周涨了1.05%，纳指涨了2.21%，标普500也涨了1.22%。 欧洲那边就有点分化，英国富时100涨了0.72%，德国DAX30和法国CAC40却分别跌了0.25%、0.36%。 最让人眼馋的是国际金价，直接刷新了历史新高。 这周的看点比上周还多，大家都在猜美联储接下来会怎么降息，所以美国的一堆经济数据，像个人消费支出（PCE）、采购经理人指数（PMI）还有耐用品 订单，都成了香饽饽。 欧洲这边，欧元区和英国的PMI数据也得盯紧，毕竟现在还有关税的挑战，得看看地区经济扛不扛得住。 另外，瑞士、瑞典、墨西哥的央行这周也要公布利率决议，每一个都可能影响市场走势。 要说这周美国市场的"重头戏"，肯定是美联储最看重的PCE通胀指标。 WTI原油近月合约一周跌了0.02%，报62.68美元/桶，布伦特原油跌了0.46%，报66.68美元/桶。 说实话，现在市场最关心的就是特朗普关税对通胀的影响到底有多大。 要是数据显示这影响没那么严重，那美 ...

Group 1 - The article discusses the influence and legacy of Ye Maozhong, considered a pioneer of local consulting firms in China, particularly in marketing and advertising [5][14] - Ye Maozhong's approach was characterized by showcasing high-end resources and strong networks, rather than merely providing emotional value to clients [10][11] - The consulting firm Huayi Huayi is positioned as a strategic partner rather than a service provider, emphasizing a collaborative relationship with clients [16][26] Group 2 - Huayi Huayi is not primarily a public relations firm but rather focuses on marketing strategies, utilizing high-end media resources for advertising [19][20] - The firm employs unique selling propositions (USP) and has a deep understanding of consumer insights, which allows them to influence core business strategies [23][24] - The article suggests that the marketing landscape has evolved, and firms like Huayi Huayi must adapt to the multi-directional nature of modern internet ecosystems [29][30] Group 3 - The discussion highlights the importance of understanding consumer psychology and the techniques of persuasion in marketing, which remain relevant despite changes in media [31][33] - The article critiques the notion that traditional marketing methods are outdated, asserting that the fundamental principles of influence and consumer engagement have not changed significantly [35][36] - The author reflects on the challenges of establishing a consulting firm, emphasizing the necessity of networking and relationship-building in the industry [38][39]

Core Insights - Alvarez & Marsal (A&M) has significantly expanded its operations in China, with a threefold increase in team size and a fourfold increase in revenue over five years, reflecting strong client trust and professional capabilities [2][3] - The company has committed to long-term growth in the Chinese market, focusing on helping local and multinational companies navigate complex market challenges and achieve transformation [4] Business Growth Drivers - A&M's growth in China is driven by four core business areas: performance improvement, restructuring and turnaround, forensic consulting services, and private equity services [4] - The performance improvement team has become the fastest-growing department, focusing on operational optimization, digital transformation, and cross-border business growth [4] - The restructuring and turnaround team has strengthened local service capabilities by attracting industry experts [4] - The forensic consulting team has tripled in size and expanded its services to include cryptocurrency consulting and financial crime investigations [4] - The private equity services team provides consulting on tax, global transactions, and performance improvement, aiding private equity firms and portfolio companies in managing risks and enhancing EBITDA throughout the acquisition to exit process [4] Future Plans - A&M plans to introduce financial services, financial management consulting, and debt and capital services to the Asian market, further broadening its service offerings [5] - The upcoming financial services will enhance A&M's support for clients facing challenges in business growth, cost optimization, and mergers and acquisitions [5] Strategic Commitment - A&M emphasizes a long-term commitment to the Chinese market, focusing on building a platform to assist companies in addressing transformation challenges and seizing market opportunities [4][5] - The company combines local insights with global best practices to provide comprehensive solutions tailored to the needs of the Chinese and global markets [5]

Core Viewpoint - Dubai Free Trade Zone continues to be the preferred platform for global entrepreneurs and investors, showcasing significant growth potential across various sectors by 2025, particularly in fintech, e-commerce, logistics, consulting, and manufacturing [2]. Group 1: E-commerce - E-commerce is one of the fastest-growing industries in the Dubai Free Trade Zone, driven by increasing consumer demand in the Middle East and a surge in online shopping [3]. - Dubai's strategic geographical location connects Asia, Europe, and Africa, enabling businesses to efficiently reach global consumers [3]. - The Free Trade Zone contributes over 60% of the UAE's total goods export volume, establishing itself as a crucial gateway for online retailers expanding globally [3]. Group 2: Logistics - Dubai has established itself as a global logistics hub, with the Free Trade Zone playing a vital role in this expansion [4]. - The UAE's non-oil trade has surpassed $272 billion, with significant contributions from the Free Trade Zone [4]. - The logistics sector is expected to see further growth by 2026, driven by rising demand for last-mile delivery and advanced warehousing solutions [4]. Group 3: Fintech and Artificial Intelligence - Fintech and AI are at the forefront of redefining the future of business in Dubai, with the fastest growth anticipated by 2025 due to government-driven digitalization and AI transformation policies [5]. - The Free Trade Zone provides innovative infrastructure and regulatory frameworks to support the development of blockchain, smart contracts, and AI financial services [5]. - The industry is expected to experience explosive growth in the coming years as digital payments and smart automation become mainstream [5]. Group 4: Consulting Services - There is an exponential increase in demand for consulting services, including management consulting, IT advisory, and market strategy support [6]. - Consulting firms in the Dubai Free Trade Zone offer comprehensive support for local market entry, compliance guidance, and digital transformation [6]. - Tax incentives and streamlined registration processes attract more international consulting firms to the region, catering to the growing business ecosystem in the UAE [6]. Group 5: Manufacturing - The manufacturing sector within the Free Trade Zone is evolving from traditional heavy industries to high-tech, light industries, and precision manufacturing [7]. - The Dubai government actively promotes economic diversification, providing advanced prototyping and small-batch production facilities [7]. - Proximity to ports and airports enhances the attractiveness of manufacturing firms by facilitating efficient global product exports [8]. Group 6: Advantages of the Free Trade Zone - The Dubai Free Trade Zone offers tailored advantages for rapidly growing industries, enabling businesses to establish quickly, operate stably, and expand globally [9]. - The Free Trade Zone is adapting to global business trends by deploying virtual offices, cloud licensing management, and electronic signature services to support entrepreneurs [9]. - Initiatives to promote green manufacturing and the adoption of energy-efficient equipment are also being implemented to drive sustainable transformation [9]. Group 7: IFZA Support - IFZA supports various industries, including e-commerce, fintech, consulting, logistics, and manufacturing, by providing diverse license types, remote registration, and business expansion support [10]. - The Free Trade Zone is committed to helping businesses enter the Dubai market efficiently and cost-effectively, regardless of their industry [10].

Core Viewpoint - The article discusses the recent controversy involving consulting firm Hua Yu Hua and its relationship with Xibei, highlighting the impact of public opinion and the role of social media in shaping brand perception and crisis management [1][7]. Group 1: Incident Overview - Hua Yu Hua has been criticized after its founder publicly supported Xibei's chairman, which led to a backlash from internet personality Luo Yonghao, who accused the firm of misleading practices [1][3]. - Luo Yonghao's criticism prompted Hua Yu Hua to apologize, and Xibei subsequently issued a public apology, indicating a resolution to the immediate conflict [1][7]. - The incident has raised questions about the effectiveness of Hua Yu Hua's consulting services and its role in crisis management for its clients [1][5]. Group 2: Financial Aspects - Hua Yu Hua has reportedly received over 60 million yuan in consulting fees from Xibei over a decade, suggesting a long-term partnership that has been financially beneficial for both parties [3][5]. - The firm has established a subscription-based consulting model, indicating a shift in how consulting services are monetized and valued [3][5]. Group 3: Industry Insights - The incident has sparked discussions about the blurred lines between public relations and marketing consulting, with experts emphasizing the need for clear roles in crisis situations [9][10]. - The article notes that effective crisis management requires timely and professional responses, contrasting with the emotional reactions often exhibited by company leaders [10][11]. - The public's perception of brands is heavily influenced by emotional responses rather than just factual accuracy, highlighting the importance of understanding consumer sentiment in crisis communication [11][12].

Core Viewpoint - The recent conflict involving Luo Yonghao, Xibei, and consulting firm Huayi Huayi highlights the challenges and missteps in crisis management and public relations within the food industry, particularly regarding consumer expectations and brand communication [1][4][6]. Group 1: Incident Overview - Huayi Huayi has been criticized for its role in the ongoing dispute between Luo Yonghao and Xibei, with Luo accusing the firm of providing misleading marketing strategies for a substantial consulting fee of 60 million [1][2]. - Following Luo's accusations, Huayi Huayi issued an apology, which was perceived as a sign of weakness and led to further scrutiny of the firm's credibility [1][4]. - The public discourse surrounding this incident has positioned consumers and media as the primary beneficiaries, gaining insight and attention from the situation [1]. Group 2: Financial Aspects - Huayi Huayi has reportedly earned over 60 million in consulting fees from Xibei over a decade, indicating a long-term partnership that has been beneficial for both parties [2]. - The firm aims to continue its subscription-based consulting model, projecting to earn 1 to 2 billion in the next decade, reflecting its confidence in the value of its services [2]. Group 3: Crisis Management Insights - The incident underscores the blurred lines between marketing consulting and public relations, with Huayi Huayi's role being questioned in the context of crisis management [5][6]. - Experts suggest that timely and professional responses are crucial in managing public sentiment, yet the emotional reactions from company leaders can exacerbate crises rather than resolve them [6][8]. - The case illustrates the importance of understanding consumer emotions and perceptions, as technical definitions alone may not address public concerns effectively [6][8]. Group 4: Industry Implications - The fallout from this incident may impact Huayi Huayi's reputation and its ability to attract new clients, as potential customers may question the firm's effectiveness in crisis situations [4][5]. - The event serves as a cautionary tale for industry leaders about the risks of emotional decision-making in public relations, emphasizing the need for a more strategic approach to crisis communication [6][8].

Group 1 - The 2025 China International Service Trade Fair, themed "Digital Intelligence Leading, Service Trade Renewed," was held in Beijing from September 10 to 14 [1] - KPMG China released a report highlighting that Chinese companies face challenges in the global supply chain due to a lack of understanding of international trade rules and compliance mechanisms [1] - The report emphasizes that greenfield investment is becoming a key strategy for Chinese companies to expand overseas markets beyond mergers and acquisitions [1] Group 2 - The report indicates a shift in the industrial structure of Chinese outbound investment from traditional manufacturing to high-tech and low-energy sectors, particularly in digital economy and green energy [2] - Significant regional trends in greenfield investment have emerged, with Southeast Asia, Europe, and the Middle East becoming core destinations for Chinese companies [2] - Companies are advised to proactively seize strategic opportunities while also focusing on risk prevention in areas such as investment location, subsidy applications, and cross-border data security [2]

本报记者 韩昱 发展低空经济 国资国企可做到"四个要" "我们研究了低空经济相关的上市公司情况，在万得数据库中梳理出170多家上市公司，发现国企和民企在发展低空经济方 面各有特点。"毕马威中国国资国企改革发展中心与国资研究院主管合伙人乔漠在接受《证券日报》记者采访时表示，在这些 公司中，从上市公司数量看，民企数量大约是国企的2.5倍，反映在上市公司中民企更为活跃。而从成立年限、企业规模看，国 资国企的成立年限更久一些，相对更为成熟。同时，国资国企的平均资产规模、平均营收，均为民企的13倍左右，表明国资国 企上市公司规模较大，实力较强。 乔漠表示，国资国企发展低空经济有着重要的意义。一方面，低空经济的产业带动效应显著。作为新质生产力的重要载 体，低空经济技术含量高，且产业链条长，辐射面广，覆盖多个产业链环节，能够有效促进产业转型升级。另一方面，低空经 济能够提高民生服务品质，有效激发消费活力。在物流配送、医疗急救、城市治理等方面，无人机都有广泛的应用，大大提升 公共服务的质量和效率。此外，越来越多城市推出滑翔伞、热气球观光、航空科普研学等低空消费项目，受到消费者的欢迎， 为消费市场带来新的增长点。 毕马威发布的 ...

Group 1: Core Insights - Ernst & Young (EY) introduced innovative products, "EY Smart Q&A" and the "European Investment Attractiveness Survey Report," aimed at providing new ideas and tools for high-quality development through the integration of cognitive intelligence and professional knowledge [1] - The global trends of green transformation and digital economy are driving the integration of AI and sustainable development, redefining the value dimensions of professional services [1][2] - The "EY Smart Q&A" product, developed on the METIS AI platform, focuses on five sectors: audit, tax, strategy and transactions, consulting, and financial services, addressing challenges like information fragmentation and delayed responses [1][2] Group 2: Product Features and Updates - The "EY Smart Q&A" covers over ten verticals, including healthcare, retail, infrastructure, automotive, manufacturing, energy, and technology, providing diverse functionalities such as advisory explanations and knowledge cards to support enterprises in their green transformation [2] - The latest version 3.0 of "EY Smart Q&A" emphasizes ESG management and disclosure needs, offering a closed-loop intelligent solution that includes ESG narrative generation, topic library construction, vision mapping, and carbon accounting [2] Group 3: European Investment Attractiveness - The "European Investment Attractiveness Survey Report" analyzes the competitiveness of the European market and its appeal to global enterprises, tracking over 5,000 foreign investment projects annually for 20 years [2][3] - Despite a decline in project numbers and investment intentions in traditional sectors, Central and Southern Europe have shown growth, indicating potential in the European market [3] - The report highlights that nearly 40% of companies have paused, reduced, or canceled their investment plans in Europe due to economic stagnation, high energy prices, and geopolitical tensions [3] Group 4: Strategic Recommendations - To restore investment attractiveness, Europe must address structural challenges and enhance cost competitiveness, innovation speed, and skilled labor levels [4] - EY's team proposed a comprehensive strategy to revitalize Europe's investment appeal, aiming to stimulate long-term growth and provide critical decision-making coordinates for Chinese enterprises seeking opportunities in Europe [4]