港股异动 | 联想集团涨超6%,CFO指净利率长期看到5%-8%,公司市值被严重低估

智通财经
6 hours ago

智通财经APP获悉,联想集团(00992)涨超 6%。消息面上,据报道,9月16日,在“AI 投资峰会”上,联想集团高级副总裁兼首席财务官CFO郑孝明被问及净利润目标以及与戴尔科技的对比时表示,联想集团的利润率提升比较快,考虑到行业竞争,未来仍将平衡增长与利润,从长期来看,预计净利润率可达5%~8%,能达到戴尔的水平。“我们现在市值只有戴尔的七分之一,但是从我们的规模和净利润来看,完全是被市场低估了。”

联想此前发布的第一财季业绩显示,当季收入同比增长43%达269亿美元,创单季度新高;经调整权益持有人应占溢利同比增长176%至10.75亿美元;经调整净溢利率达4%。公司AI业务高速增长且订单充沛。其AI服务器储备订单从上一财季的1400亿元,大幅提高至3600亿元人民币。AI相关业务收入同比增长60%,达到634亿元人民币,创历史新高。

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