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大行評級|中銀國際:上調中軟國際目標價至5.9港元 維持“買入”評級
格隆匯 01-24 15:03
中銀國際發表研究報吿指,預期中軟國際2024年的財務受壓,主要因為如人工智能超級計算中心的支出計劃等財政刺激措施,只有到2025年才會產生更有意義的影響。IT服務行業在2024年第4季,仍然面臨定價壓力。從2025年開始,該行預計中國軟件的業務基本面將顯著反彈,這主要得益於刺激政策、HarmonyOS和人工智能的推動。該行將公司目標價由5.3港元升至5.9港元,預期投資者對IT服務行業的情緒將變得更加積極,維持“買入”評級。該行料公司去年的淨利潤介乎6億元至6.5億元,低於公司早前提出的指引7億元,另調低去年每股盈利14%,以反映基本面受壓。反之,該行上調2025年及2026年的每股盈利分別1%及3%,因考慮到刺激政策令基本面恢復及HarmonyOS貢獻。
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