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《大行》高盛升中軟國際(00354.HK)目標價至6.3元 維持「中性」評級
阿思達克 09-01 16:40
高盛發表報告指,看好中軟國際(00354.HK)在IT服務領域的領先地位及其與華爲的緊密合作關係。在生成式人工智能驅動下,公司積極拓展智能雲服務與解決方案業務,推動毛利率復甦,包括推出全場景AI戰略,推動盈利能力提升;憑藉累積的項目經驗與技術優勢,深度參與華爲及鴻蒙生態建設;以及推動ERP向AI Agent外包模式轉型。 該行維持對中軟國際「中性」評級,目標價由5.5元升至6.3元,另將其2025至2027年淨利潤預測下調17%、31%和30%,惟仍預測公司2026及2027年收入將實現雙位數增長。
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