小摩前瞻日本IT服务与电信板块财报季:网络安全成焦点,冷门股待逆袭

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【小摩前瞻日本IT服务与电信板块财报季:网络安全成焦点,冷门股待逆袭】智通财经APP获悉,摩根大通分析师Matthew Henderson发布最新研报,对日本IT服务与电信行业即将公布的7-9月季度财报进行了全面展望。报告指出,网络安全已成为IT服务行业近期的核心焦点,自2026年9月以来日本企业网络攻击事件数量急剧上升,任何暗示盈利将受益于网络安全主题的公告都可能成为定性催化剂。在个股层面,摩根大通认为大冢商会是唯一有望带来盈利惊喜的公司,而BIPROGY和NTT则可能引发市场的负面反应。

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