里昂发布研报称，预期联想集团（00992）2026财年第二季营收同比增长13%，经调整纯利增长14%。IDG业务营收增长将受惠于强劲的个人电脑出货量。尽管面临短期压力，服务器业务仍有望于2026财年第四季度达致收支平衡。部分服务器订单已延后至后续季度交付。该行将2026财年第二季经调整净利上调3%至4.36亿美元，目标价由11.7港元上调至12.8港元，维持跑赢大市评级。
责任编辑：史丽君
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