中银国际的研究报告指，预期中软国际(00354.HK) 2024年的财务受压，主要因为如人工智能超级计算中心的支出计划等财政刺激措施，只有到2025年才会产生更有意义的影响。IT服务行业在2024年第4季，仍然面临定价压力。从2025年开始，该行预计中国软件的业务基本面将显著反弹，这主要得益于刺激政策、HarmonyOS和人工智能的推动。
该行将公司目标价由5.3元升至5.9元，预期投资者对IT服务行业的情绪将变得更加积极，维持“买入”评级。该行料公司去年的净利润介乎6亿元至6.5亿元人民币，低于公司早前提出的指引7亿元人民币，另调低去年每股盈利14%，以反映基本面受压。反之，该行上调2025年及2026年的每股盈利分别1%及3%，因考虑到刺激政策令基本面恢复及HarmonyOS贡献。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 12:25。)
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