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《大行报告》花旗下调联想集团(00992.HK)目标价至5.7元 评级「买入」
阿思达克 05-21 09:56
花旗发表报告指,虽然供应链因新型肺炎疫情而受到破坏,但联想集团(00992.HK)在2020财年第四季的业绩优於该行及市场预期,主要是受到中国复产情况较预期为快,及个人电脑及智能设备(PCSD)业务表现较预期更佳所推动。

该行表示,由於美国及拉丁美洲封城,联想手机业务在2021财年首季估计仍会受压,但多个垂直领域的数字化转型,可推动个人电脑及智能设备与数据中心业务的长期增长,抵销手机业务的疲弱。

花旗维持联想集团的「买入」评级,目标价由7元下调至5.7元,并下调集团2021及2022财年的每股盈利预测分别17%及14%,以反映其手机业务的亏损指引提高等因素。

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