智通财经APP获悉，近日，知名大行瑞银发布观点称，预计联想集团(00992)下月即将公布的业绩：盈利能力符合预期，经调整利润同比提升，销售额预计保持稳健。
其中ISG同比增长20%左右，SSG同比增长高双位数。联想PC业务增速预计高于市场水平，同比达中低双位数，运营利润率稳定在7%-7.5% 左右；因此，维持公布净利润4.4亿美元的预期(此前预期为4.35亿美元)，受权证按市值计价及名义可转换利息影响，经调整净利润预计将比此前预期高出1.5亿-2亿美元。
瑞银在报告中指出，在基础设施业务领域，公司继续致力于调整其企业产品组合以实现盈利，但更高的储存成本将推迟其做出显著积极贡献的时间。且随着基础设施业务的采取行动，将AI业务从占销售额低个位数百分比发展壮大。因此将联想集团目标价上调至12港元。
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