金吾财讯 | 摩根士丹利发报告指，中国软件国际(00354)毛利率预测维持不变，但2023-2025年每股盈利预测分别下降5.4%、9.1%和8.5%。评级“增持”，原因包括：1）作为华为第一大IT伙伴，该公司将受益于华为的复苏以及华为在内地生态系统的扩展；2）人工智能对中软国际带来的料更多是机遇而非挑战。
该行对公司2023-2025年收入预测，各下调5.1%、8.7%和8.4%，原因是华为外包收入减少。将中国软件国际目标价从8港元至7.3港元。对于其悲观假设从3港元降至2.3港元。
【券商聚焦】大摩下调中国软件国际(00354)目标价至7.3港元 料华为外包收入减少
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