异动解读|联想集团盘中上涨3.24%,财报发布日叠加大摩看好硬件股盈利上修空间

行情直击
Aug 13

8月13日,联想集团盘中上涨3.24%,报30.58港元/股,成交额4.53亿港元。消息面上,公司将于今日盘后披露FY2027首财季业绩,市场预期营收约222.74亿美元,同比增28.19%。大摩此前指出硬件类股获利预估仍有上修空间,预测联想首财季收入达240亿美元,对未来三个财年经调整纯利预测较市场预期高14%至25%,目标价上调至34港元。公司AI服务器在手订单已达210亿美元,多家机构预计ISG收入同比增长45%至60%,为最大增长弹性来源。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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