异动解读|联想集团盘中上涨3.24%,财报前瞻乐观叠加机构密集看好

行情直击
Aug 07

8月7日,联想集团盘中上涨3.24%,报26.78港元/股,成交额7.18亿港元。

消息面上,联想集团将于8月13日披露最新季度业绩,市场一致预期本季度营收222.74亿美元,同比增28.19%,调整后每股收益同比增62.67%。近期机构密集看好,摩根大通将评级上调至"增持"并大幅上调目标价至30港元,里昂重申"跑赢大市"评级、目标价36港元,国盛证券将公司纳入8月港股金股组合。机构普遍认为AI服务器需求快速增长,公司AI服务器订单储备已扩容至210亿美元,ISG经营利润率有望由0.4%提升至5%,盈利弹性加速释放。

(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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