汇丰银行预测,2026年印度信息技术服务业增长6%-7%,这受美国复苏和采用AI的驱动。 HSBC predicts a 6-7% growth in India's IT services industry for 2026, driven by US recovery and AI adoption.

HSBC研究预测,26财政年度印度IT服务业的增长为6-7%,高于近年来受美国市场复苏驱动的3-4%的增长。 HSBC Research predicts a 6-7% growth in the Indian IT services industry for FY26, up from 3-4% in recent years, driven by a US market recovery. 报告期望更快地采用基因人工智能,并期望全球能力中心继续增长,尽管速度较慢。 The report expects faster adoption of generative AI and continued growth of global capability centers, though at a slower pace. 增长的改善可能导致差幅压力,转移投资者对高价值部门的兴趣。 Improved growth may lead to margin pressure, shifting investor interest away from highly valued sectors. 汇丰银行升级了Infosys、LTI Mindtree和Wipro等股票,强调它们是首选。 HSBC upgraded stocks like Infosys, LTI Mindtree, and Wipro, highlighting them as preferred picks.