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高盛料联想(0992.HK)今年度首季电脑出货量强劲吁“买入”
格隆汇 07-18 09:18

高盛发表研究报告指,预期联想(0992.HK)2020财年首季的净收入胜预期,并调高收入预测10%,主要由于电脑(PC)出货量强劲,加上高端型号的销售平均售价增长所致。该行予“买入”投资评级及目标价7.5港元。

高盛表示,联想数据中心的动态随机存取记忆体(DRAM)价格由去年度末季下跌,料其收入增长继续缓慢,但相信PC的强劲表现能抵销数据中心的疲弱表现。

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