里昂维持联想集团(0992.HK)评级“买入”首季业绩胜预期
里昂发表研究报告指,联想集团(00992.HK)首季业绩虽胜预期,惟受累数据中心业务集团(DCG)收入按年下跌17%,导致股价昨日(15日)急跌6%。不过,该行认为数据中心仍然是技术领域的一个亮点,大家不应低估服务器更换、软件定义和5G的需求。

报告指,联想的DCG已建立了一个强劲的产品管道,去迎接这个科技浪潮,包括软件、服务、软件定义基础架构(SDI)及存储等高增长的产品已占DCG收入约15%及在利润方面有更多贡献。
里昂微调对联想的预测,2020年至2022年度每股盈利预测大致但维持不变,分别为8.7美仙、9.7美仙及10.8美仙。同时,将联想目标价由7.7港元下调至7.64港元,维持评级“买入”。
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