里昂:联想第三财季业绩超预期 目标价上调至 10.4 港元维持跑赢评级

格隆汇
Feb 24

2 月 12 日,知名券商里昂发布最新研报,对联想集团(0992.HK)给出跑赢评级,同时将目标价由 10.3 港元微幅上调至10.4 港元,潜在涨幅达 16%。研报指出,联想 FY26 第三财季业绩全面超市场共识,智能设备集团(IDG)营收与利润率表现亮眼,叠加 AI PC 普及推动产品均价(ASP)提升、基础设施方案集团(ISG)重组在即迎来拐点,公司有望有效对冲内存成本压力,2026 年...

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