《大行》大摩:华硕宏碁等次业毛利率持续改善带来正面启示 料利好联想(00992.HK)

阿斯达克财经
Aug 13

摩根士丹利发表研究报告指,华硕、MSI及宏碁等一众已公布业绩的OEM厂商第二季毛利率均录得按季扩张,延续首季趋势,相信对联想集团(00992.HK) 等厂商可带来正面启示。联想将于今日公布2027财年首季业绩,该行预期投资者关注其对联想ISG业务收入及利润率预测高于市场预期,指出最新渠道调查显示传统及AI服务器需求持续增强,华硕更将2026年服务器收入增长指引由100%上调至150%,进一步强化...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10