大行評級|中銀國際:下調中國軟件國際目標價至5.3港元 維持“買入”評級
中銀國際發表報吿指,中國軟件國際上半年業績不及預期,收入和淨利潤按年分別下降6%和19%。管理層預計央國企項目延遲只是暫時的,因為許多國產替代項目必須在2027年之前完成。同時,華為鴻蒙星河版和升騰AI,以及其他客户羣體有望為下半年帶來不錯的增長動能。報吿指,作為領先指標,在經歷了兩年的縮減後,中軟國際的員工總數從5月份開始小幅回升,這與管理層對下半年的樂觀指引相符。該行將其目標價從5.4港元下調至5.3港元,維持“買入”評級。
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