大行评级丨野村:料联想集团市场份额增 升评级至买入

格隆汇
Aug 01

野村发表报告,联想集团(0992.HK)受惠通用服务器需求增,加上估计个人电脑市场份额提高,上调评级至“买入”。报告指出,估计联想业绩会较市场预期强劲,因受惠通用服务器需求上升,带动集团业务收入增长。另一方面,野村估计,联想在个人电脑(PC)业务从对手戴尔及惠普抢走市占率,有利联想销售与盈利攀升,料市场份额增加的趋势未变。 基于联想业务变得清晰,故将联想评级由“中性”调升至“买入”,目标价由13港元升至14港元。

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