《大行》瑞银升联想集团(00992.HK)目标价至26元 基础设施业务强劲抵销设备放缓

阿斯达克财经
Jul 23

瑞银发表研究报告,预测联想集团(00992.HK) 6月止首财季收入按季增长预测上调至4%(原本2%),主要受6月基础设施方案集团(ISG)收入按年加速增长45%带动,营运利润率改善至4%,AI服务器占该业务比重接近20%。然而,设备方案集团(IDG)按年增速预计放缓至11%,其中个人电脑(PC)出货量按年下跌5%至1,670万台,但受惠平均售价提高及早前购买的低成本库存,营运利润率得以维持近7%...

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