《大行》花旗升联想集团(00992.HK)目标价至13.6元 首财季业绩胜预期

阿斯达克财经
Aug 15, 2025

花旗研究报告指出,联想集团(00992.HK) 6月底止2026财年第一季业绩超出花旗及市场预期,受益于销售增长加快和税率下降,尽管毛利率因服务器对销售组合影响而低于预期。花旗又表示,集团9月底止2026年第二季指引上,预计收入将实现高个位数百分比按年增长,展望稳健,应有助于缓解投资者对终端需求不确定性的担忧。联想对其个人电脑和服务器业务保持乐观,继续视商业替换、AI PC采用率上升,以及服务器...

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