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...
Source Link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...
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