金吾财讯 | 高盛研报指，预期联想集团(00992)2025至2027财年收入年均复合增长率达11%，因AIPC渗透率提升带动单机价值及市场份额增长，以及服务器业务中高端产品收入的贡献增加。集团9月份季度的个人电脑出货量按年增长17%，增幅高于全球市场的9%。高盛同时预期公司的AI PC产品将进一步增长，优化PC产品组合。服务器业务产品持续升级，价位向1万至10万美元迈进，推动基础设施方案业务(ISG)收入增长。高盛将2026财年的非香港财务报告准则净收入预测下调5%，因预期公司会就认股证录得亏损，但将2027及2028财年的非香港财务报告准则净收入预测分别上调2%及1%，因收入预测上调、毛利率稳定，以及经营开支比例下降；维持买入评级，目标价由13.56港元微升至13.62港元。
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