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瑞银下调联想集团(0992.HK)目标价至6.3港元维持“中性”评级
格隆汇 08-16 11:46

瑞银发表研究报告指,联想集团(0992.HK)第二季收入125亿美元,经营溢利3.43亿美元,均略高于该行预期。由于较高税项支出,公司录得净利润1.62亿美元,仅符合该行预期。

报告指展望第三季,预计联想业务前景维持稳定,相信在出货量的季节性增长期间,电脑、平板及智能设备(PCSD)分部收入按季增长13%至14%;流动商业分部业务收入料按季增5%至6%,而数据中心业务收入大致上按季持平。

该行指,虽然中美贸易紧张看似对联想没有重大影响,但相信美国对电脑及智能电话征收新关税,将会带来新下行风险。该行将联想目标价由6.85港元下调至6.3港元,维持评级“中性”。

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