持续保持PC领域强劲市场领导地位 花旗:上调联想目标价至13.6港元

智通财经
Oct 23

近日,知名大行花旗发布观点称,对于联想(00992)即将发布的下一季财报进行了预测,认为其基本面依旧稳健,IDG的出货量实现了两位数的同比增长,同时利润率保持稳定,PC领域强劲的市场领导力无可撼动;SSG则依托经常性收入的增长势头,保持稳步扩张;ISG则出现规模改善和成本控制向好,服务器和服务器业务中稳定的执行能力,都会成为净利润稳步增长和股价上升的助推器;

总体而言,花旗认为联想集团的核心业务运营符合管理层此前对 2026 财年第二季度的指引,增长前景未受影响。维持对该股的 “买入” 评级,并预计其未来执行能力将继续保持强劲,给予目标价13.6港元,维持“买入”评级。

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