高盛：软件aS和本地化业务可见度更好; 下调中软国际、浪潮信息和神州泰岳评级

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 28 May 2024 | 7:54PM HKT China Software SaaS and Localization carry better visibility; downgrading Chinasoft Intl/iSoftstone and Thundersoft ： s h u i n u 9 8 7 0 加 V 据 数 报 研 和 要 Lower visibility ahead: We remain positive on Chinasoft Intl. and iSoftstone’s Allen纪 Chang 研 调+852-2978-2930 | allen.k.chang@gs.com business migration towards project-based IT services from traditional IT services, 一 手 Goldman Sachs (Asia) L.L.C. 多 更 and Thundersoft’s diversifying into automotive softw ...