中金:维持联想集团(00992.HK)“跑赢行业”评级及51港元目标价 看好AI服务器等业务驱动净利率提升

智通财经
Sep 21
【中金:维持联想集团(00992.HK)“跑赢行业”评级及51港元目标价 看好AI服务器等业务驱动净利率提升 】智通财经APP获悉,中金发布研报称,维持联想集团(00992.HK)FY27/28 non-HKFRS净利润预测40.6亿美元、49.8亿美元,维持“跑赢行业”评级及51.0港元目标价。当前股价对应FY27E/FY28E non-HKFRS净利润口径13.3倍、10.8倍P/E,目标价对应FY27E/FY28E 20.0倍、16.3倍P/E,较当前股价有51%上行空间。该行参加了9月16日在北京举办的新浪财经AI投资峰会暨联想集团投资人交流会,联想集团多位管理层出席,围绕公司混合式AI战略布局与AI产业投资新周期分享观点。

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