大行评级丨大摩:维持联想集团目标价11.4港元以及 “增持” 评级

格隆汇
Jul 03, 2025

摩根士丹利发布研报称,维持联想集团(0992.HK)目标价11.4港元以及 “增持” 评级。根据IDC,联想中国在5月销售情况为: 个人电脑:5月销量为108万台 (环比增26%,同比增4%),年初至今销量为450万台 (同比增1%),市场份额约32%。 平板电脑:5月销量为21.3万台 (环比增101%,同比增28%),年初至今销量为81.2万台 (同比增38%)。 智能手机:5月销量为5.95万台 (环比增829%,同比增65%),年初至今销售量为20.3万台。

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