港股异动 | 联想集团(00992)再涨超5% CFO郑孝明指联想估值被严重低估 未来净利率对标戴尔

智通财经
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智通财经APP获悉,联想集团(00992)再涨超5%。截至发稿,涨5.13%,报36.08港元,成交额15.91亿港元。

消息面上,9月16日,在“AI投资峰会”上,针对联想集团的长期估值问题,联想集团高级副总裁兼首席财务官郑孝明直言,当前联想的市场尚未充分反映公司的收入、盈利能力和增长前景。他以戴尔科技为参照表示,“我们的估值大概是戴尔的七分之一,但我们的收入和净利润并没有相差7倍。这方面我们是完全被市场低估的。”

郑孝明同时指出,联想当前看到的增长机会有真实订单和客户需求作为支撑,公司自身在客户拓展、定价等经营环节也有进一步的优化空间。此外,随着存储、服务等业务进一步发展,联想仍有较大的业务增长和利润率提升空间。他强调,联想未来长期净利率可看到5%-8% ,对标戴尔盈利水平。

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