印度软件股下跌 花旗警告前景严峻

环球市场播报
Aug 31

  周一,印度Nifty IT指数下跌最多达1.74%,部分回吐了上周五由Salesforce带动的3.5%涨幅。花旗集团表示,在人工智能带来冲击以及竞争加剧的背景下,软件服务企业的前景依然艰难。

  “从中期来看,人工智能的影响是真实存在的,但发展速度可能因各种因素而异,”花旗分析师苏伦德拉·戈亚尔在一份报告中写道,“IT服务行业前景依旧严峻,应保持谨慎。”

  他预计,未来一段时间内,IT服务行业的有机收入增长率仍将维持在个位数低位。

  增长持续受到激烈竞争、AI驱动的生产力提升以及GCC地区更快增长等因素影响。

  “IT服务领域的一个趋势是客户选择利用人工智能进行开发,从而更倾向于服务而非软件;但截至目前,我们尚未看到太多这方面的证据。”

  Infosys股价下跌最多达2.4%;HCL Technologies Ltd下跌1.4%,Tata Consultancy Services下跌1.1%。

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