摩根大通发表研究报告指，预期联想集团6月底止2026财年首季业绩将优于市场预期，主要因PC业务的强劲表现。该行认为，PC业务盈利的韧性表现是由于市占率提升及灵活的供应链管理。另外，集团的服务器(ISG)业务近期有多笔新订单，带动增长。中长期而言，进军AI服务器领域可能为该股带来重新评级机会。考虑到PC市占率扩张，该行将26及27财年的盈利预测上调2至3%，维持“增持”评级，目标价13港元。
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