《大行》星展降联想集团(00992.HK)目标价至15元 维持“买入”评级

阿斯达克财经
May 27, 2025

星展银行发表报告指,因持续美国关税相关不确定性可能对高端市场的消费情绪产生负面影响,该行下调联想集团(00992.HK) 2026及2027财年盈利预测各13.5%及13.6%。以及下调2026财年第三季度每股盈利(EPS),并将该公司目标价由17.2元下调至15元,相当于预测市盈率13倍,维持“买入”评级。该行认为,尽管面临关税影响,但联想集团2025年升级周期持续,原因是该公司受惠于2025年...

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