杰富瑞下调六家印度 IT 公司评级，理由是人工智能工具带来的冲击预计将导致业务出现结构性变化。

　　杰富瑞将印度最大 IT 出口商塔塔咨询服务公司（TCS）评级从 “持有” 下调至 “跑输大盘”；将印孚瑟斯（Infosys）、HCLTech 评级从 “买入” 下调至 “持有”；将 LTIMindtree、Hexaware Technologies 评级下调至 “跑输大盘”，将 Mphasis 评级下调至 “持有”。印度 Nifty IT 指数下跌 1.1%，为主要行业中表现最差板块。

　　杰富瑞表示，人工智能可能会使 IT 业务结构向咨询与实施转型，同时压缩托管服务规模。这不仅会增加行业周期性波动，还需要企业调整人才结构与运营模式，从而加剧风险。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王永生

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.