中金:升聯想集團(0992.HK)目標價至6.2港元 評級“優於大市”
中金升聯想集團(0992.HK)目標價至6.2港元,上調評級至“優於大市”。
中金髮表報告稱,在當前國際貿易背景下,看好聯想相對靈活、穩定的定位,以及在PC和服務器端市場佔有率的提升。中金認為,公司作為服務器市場的核心競爭者,看好公司服務器業務在國內外兩大市場的進一步拓展。
中金還指出,聯想公司的PC及手機業務存在營收增長動力,目前各國紛紛重啟經濟,美國儘管公共衞生事件出現反彈,但復工計劃已展露成效,南北美洲重啟預期前景良好,公共衞生事件也有助於提振PC市場,同時高毛利率產品規模的提升和服務收入規模的提升將有利於公司業務的增長。

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