-- 加拿大皇家银行资本市场将CGI公司（GIB-A.TO，GIB）的评级从“跑赢大盘”下调至“与行业持平”。 分析师保罗·特雷伯将这家总部位于蒙特利尔的信息技术咨询和软件开发公司的目标股价从150美元下调至100美元。 周三，在CGI公布季度业绩后，其股价下跌10.86美元，跌幅10.8%，收于89.78美元。 特雷伯在给客户的报告中表示：“CGI股价在公布第二季度业绩后下跌11%，表明鉴于人工智能的不确定性，市场情绪日益悲观。” 这位分析师还表示：“尽管CGI的股价目前处于多年来的低位，但我们认为其估值上调的可能性已经降低。” “我们认为，人工智能可能对IT服务定价和增长带来的不利影响这一悲观情绪，可能会比我们之前预期的持续更长时间，尤其是在CGI的内生增长一直低于预期的情况下，”特雷伯表示。 “过去10个季度，CGI的内生增长平均比我们的预期低99个基点，并且该公司经历了7个季度的负增长，”这位分析师表示。 “虽然大部分增长缺口源于周期性因素，但我们认为，人工智能相关的价格通缩和替代效应加剧，可能会对未来的内生增长构成不利影响。”
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