瑞银维持Gartner(IT)"买入"评级

华尔街洞察
Jul 15

瑞银集团最新研报维持对信息技术服务公司Gartner(纽交所代码:IT)的"买入"评级。该机构分析师指出,当前宏观经济环境下,Gartner在技术研究领域的市场领导地位持续巩固,其订阅制业务模式展现出强劲的抗周期特性。尽管近期科技板块出现波动,但公司核心数据分析业务仍保持双位数增长,云服务渗透率提升带动客户留存率优于行业均值。值得关注的是,企业数字化转型需求的结构性增长将持续支撑其业绩表现,特别是人工智能技术商业化进程加速带来的增量机会。瑞银维持对该股的积极展望,建议投资者把握估值回调的配置窗口期。

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