IT 服务：2026 年展望（10 要点 + 25 页幻灯片 + 优选标的）-IT Services—2026 Outlook in 10 Bullets and 25 Slides + Top Picks

IT Services—2026 Outlook in 10 Bullets and 25 Slides + Top Picks We expect demand for IT Services to improve in 2026 as some AI proof-of- concept projects move to wider enterprise implementation, with consulting services the beneficiary. However, it's unlikely the bear narrative of industry disruption from AI goes away, but it should get chipped away at, alleviating some of the pressure on multiples. Our top large, mid, and small cap picks within our IT Services coverage are CTSH, EPAM, and GDYN, respective ...