Lenovo Expected to Meet High Revenue Targets

Dow Jones

06/30

0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@wsj.com)

(END) Dow Jones Newswires

June 30, 2026 05:15 ET (09:15 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2647539458"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2647539458\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2647539458?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-30 17:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2647539458","market":"sg","top_or_hot":-1,"title":"Lenovo Expected to Meet High Revenue Targets","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 30, 2026 05:15 ET (09:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lenovo Expected to Meet High Revenue Targets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLenovo Expected to Meet High Revenue Targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-30 17:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 30, 2026 05:15 ET (09:15 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0672654166.SGD","symbol_name":"FTIF - Templeton Asian Growth A (acc) SGD-H1","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2647539458","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2647539458","pubTimestamp":1782810900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02.  Dow Jones NewswiresJune 30, 2026 05:15 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"80992":"联想集团-R","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","00992":"联想集团","LNVGY":"联想集团ADR","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK1193":"电脑硬件、储存设备及电脑周边","BK4170":"电脑硬件、储存设备及电脑周边","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","BK1526":"科网股","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC"},"translate_title":"联想预计将实现高收入目标","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"00992":0.9,"LNVGY":0.9},"content_text":"0914 GMT - Lenovo is expected to meet its revenue targets, which are well above previous forecasts, Morningstar analyst Jing Jie Yu says. He sees its Infrastructure Solutions Group as the key growth driver as artificial-intelligence server demand continues to exceed expectations, with Lenovo's ability to secure chip supplies ahead of smaller rivals positioning it to capture most of the demand. Lenovo is also poised to benefit from rising AI investments in China. While Apple's price increase may weigh on PC demand, Lenovo's brand strength should help offset weaker volumes through price increases. However, its margin outlook may be challenging as ISG's pricing power from the current chip shortage is temporary. Morningstar raises its fair value estimate to 23.30 Hong Kong dollars from HK$15.50. The stock last closed at HK$23.02. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 30, 2026 05:15 ET (09:15 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}