🇺🇸 SECInfosys LtdDoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 19:25:54·⟳ 抓取 19:26:14 +20s·⚡ 决策 10-13 19:28:06 +1m52s·14.0 天前
Infosys 向 SEC 补交 6-K：重述 10 月 10 日关于美国 PERM 永久劳工认证暂停的公司声明（称无重大影响），无新增信息
这份 6-K 不是新事件：它只是把 Infosys 2026-10-10（周六）就美国 PERM 暂停向印度交易所发布、当日即由 Reuters 报道、并在 10-12 周一被市场交易过的同一份声明转交 SEC；声明口径为'不预期重大影响'，属中性偏安抚，既无业绩/订单/指引增量，也不构成公司级净利空。重复备案 + 无新增事实 + 无方向性冲击，不具备交易 edge。
📄 原文Infosys Ltd↗ 原文
----- index.htm ----- 6-K 1 index.htm INDEX UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For…
不做 Infosys Limited（INFY.US）
6-K 仅为 2026-10-10 已公开 PERM 声明的行政性重复备案（Reuters 当日首发、10-12 已被市场交易），内容为'无重大影响'的中性安抚，无业绩/订单/指引增量，无交易 edge；既无做多催化，也不满足做空红线。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
6-K 所附为 10 月 10 日已公开的 PERM 声明，Infosys 明确表示无重大影响；10 月 13 日的 SEC 备案仅为行政性重复披露，无新增信息，不做。
消息传播链
- 6-K 将 10 月 10 日致印度交易所的 PERM 声明作为 Exhibit 99.1 转交 SEC，属行政性重复备案，无新增事实
主要风险
- Exhibit 99.1 正文为图片，若图片含 Reuters 未转述的量化敞口（受影响 PERM 申请数）且显著超预期，可能改变中性判断；现有多源报道均指向'无重大影响'，该尾部风险低
- 若美国 PERM 暂停后续升级为长期政策或扩大到 H-1B 等签证，可能对印度 IT 外包商人员成本与在岸交付构成行业性利空，但那将是独立的新事件，不属本 6-K 增量
反向证据
- 做空前查反向 · 来源 web · 日期 2026-10-12 · 影响 invalidates
反向核查（是否构成实质利空）：公司明确表示不预期重大影响，媒体口径一致为影响有限，未见量化的人员/成本损害或指引下修，不满足做空催化
检索:Infosys PERM suspension material impact visa cost headcount 原文 ↗
先例如何影响了这次决策
对本次决策的影响:未因先例缺失而放宽交易：否决理由是无增量事实而非幅度不明，补充先例不会改变 AVOID 结论
方向:未测算：本事件为已公开声明的重复备案且公司自述无重大影响，属于无增量的非交易事件，历史同类反应无法为一份重复 6-K 创造 edge
涨幅量级:不适用
形态:不适用
工具执行结果 · 成功 5 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 17 ms
{"result": "search_processed_events:agent query=`infosys perm 6-k october 2026 statement stock exchange intimation | infosys u.s. permanent labor certification program company statement | 印孚瑟斯 美国永久劳工认证 perm 声明`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能 - read_local_file 成功 本地只读文件 · 1 ms
<DOCUMENT> - read_local_file 成功 本地只读文件 · 0 ms
<DOCUMENT> - web_search 成功 doubao_search · 1,620 ms
豆包搜索结果（原始查询:Infosys statement U.S. Permanent Labor Certification Program October 2026；API SearchType:web） - web_search 成功 doubao_search · 1,904 ms
豆包搜索结果（原始查询:Infosys PERM labor certification statement stock exchange intimation；API SearchType:web）
原文全文
展开原文 · 2,103 字
----- index.htm -----
6-K
1
index.htm
INDEX
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
Report of Foreign Private Issuer
Pursuant to Rule 13a-16 or 15d-16 of the Securities
Exchange Act of 1934
For the month of October
2026
Commission File Number 001-35754
Infosys Limited
(Exact name of Registrant as specified in its charter)
Not Applicable.
(Translation of Registrant's name into English)
Electronics City, Hosur Road, Bengaluru - 560 100,
Karnataka, India. +91-80-2852-0261
(Address of principal executive offices)
Indicate by check mark whether the registrant files
or will file annual reports under cover Form 20-F or Form 40-F:
Form
20-F
þ
Form
40-F
o
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
o
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
o
TABLE OF CONTENTS
COMPANY STATEMENT
SIGNATURES
INDEX TO EXHIBITS
EXHIBIT 99.1
COMPANY STATEMENT ON THE U.S. PERMANENT LABOR CERTIFICATION PROGRAM
Infosys Limited, a company organized under the laws
of the Republic of India (“Infosys” or the “Company”), hereby furnishes with the United States Securities and
Exchange Commission this Report on Form 6-K regarding the intimation dated October 10, 2026 pertaining to a Company statement on the U.S. Permanent Labor Certification Program.
A copy of the intimation as disseminated by Infosys Limited to the stock exchanges in this regard is attached to this Form 6-K as Exhibit 99.1.
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Infosys Limited
Date: October 13, 2026
/s/ A.G.S. Manikantha
A.G.S. Manikantha
Company Secretary
INDEX TO EXHIBITS
Exhibit
No.
Description
of Document
99.1
Company
statement on the U.S. Permanent Labor Certification Program
----- exv99w01.htm -----
EX-99.1 CHARTER
2
exv99w01.htm
COMPANY STATEMENT
Exhibit 99.1
COMPANY STATEMENT
6-K
1
index.htm
INDEX
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
Report of Foreign Private Issuer
Pursuant to Rule 13a-16 or 15d-16 of the Securities
Exchange Act of 1934
For the month of October
2026
Commission File Number 001-35754
Infosys Limited
(Exact name of Registrant as specified in its charter)
Not Applicable.
(Translation of Registrant's name into English)
Electronics City, Hosur Road, Bengaluru - 560 100,
Karnataka, India. +91-80-2852-0261
(Address of principal executive offices)
Indicate by check mark whether the registrant files
or will file annual reports under cover Form 20-F or Form 40-F:
Form
20-F
þ
Form
40-F
o
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
o
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
o
TABLE OF CONTENTS
COMPANY STATEMENT
SIGNATURES
INDEX TO EXHIBITS
EXHIBIT 99.1
COMPANY STATEMENT ON THE U.S. PERMANENT LABOR CERTIFICATION PROGRAM
Infosys Limited, a company organized under the laws
of the Republic of India (“Infosys” or the “Company”), hereby furnishes with the United States Securities and
Exchange Commission this Report on Form 6-K regarding the intimation dated October 10, 2026 pertaining to a Company statement on the U.S. Permanent Labor Certification Program.
A copy of the intimation as disseminated by Infosys Limited to the stock exchanges in this regard is attached to this Form 6-K as Exhibit 99.1.
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Infosys Limited
Date: October 13, 2026
/s/ A.G.S. Manikantha
A.G.S. Manikantha
Company Secretary
INDEX TO EXHIBITS
Exhibit
No.
Description
of Document
99.1
Company
statement on the U.S. Permanent Labor Certification Program
----- exv99w01.htm -----
EX-99.1 CHARTER
2
exv99w01.htm
COMPANY STATEMENT
Exhibit 99.1
COMPANY STATEMENT
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