印度的IT部门面临短期的挑战, India's IT sector faces short-term challenges but has a positive long-term outlook, report says.

米拉资产公司(Mirae Asset Assess Sharekhan)的一份报告指出,印度的IT部门面临短期挑战,原因是在削减利率和关税战争方面存在着不确定性,延缓了复苏。 A report by Mirae Asset Sharekhan indicates that India's IT sector faces short-term challenges due to uncertainties around rate cuts and tariff wars, delaying recovery. 尽管如此,随着企业支出的增加,预计中期及长期前景将会是积极的。 Despite this, a positive medium- and long-term outlook is expected with increased enterprise spending. 第1级信息技术公司收入略有增长,每季季度增长0-3.8%,而第2级公司则表现出更好的复原力。 Tier-1 IT companies saw modest revenue growth of 0-3.8% quarter-on-quarter, while Tier-2 companies showed better resilience. EBIT对第1级公司的利润幅度有所提高,但像卢比升值和美国潜在衰退等风险可能会影响技术支出。 EBIT margins improved for Tier-1 companies, but risks like rupee appreciation and a potential US recession could affect technology spending.