智通财经APP获悉，里昂发布研报称，基于个人电脑利润率稳健及平均售价上升，上调联想集团(00992) 2026年至2028年非香港财务报告准则净利润预测7%、11%及13%，目标价从10.3港元轻微上调至10.4港元，维持“跑赢大市”评级。
报告指出，联想集团2026财年第三季业绩优于市场预期，受惠于个人电脑业务收入强劲及7.3%的经营溢利率。凭借行业领先的盈利能力，公司预计2026年智能设备业务集团将录得正增长，由AI个人电脑及高端型号需求带动平均售价上升所推动。
该行认为，联想集团2026年的前景较市场担忧为佳，预期集团可透过上调零售价格转嫁上升的内存成本，并改善与供应商的议价能力。基础设施方案业务集团扭亏为盈亦将贡献盈利增长。
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