花旗:將聯想集團(0992.HK)目標價由6.8港元上調至11.8港元
格隆匯2月1日丨花旗集團發表研究報吿稱,將聯想集團目標價由6.8港元上調至11.8港元。
從市場反應來看,聯想集團今日獲資金追捧,尾盤漲幅一度擴大至7.23%。

另據媒體消息,調查機構Canalys稱,去年第四季PC市場出貨量同比增長35%至1.44億台,去年全年出貨量升17%至4.58億台,是自2015年以來最高。聯想集團於去年第四季及全年表現均領先,出貨量分別達2880萬台及8700萬台。
Canalys分析師表示,用途廣泛的平板電腦適合眾多使用場景,從用於線上學習和內容消費的簡單純平板電腦,一直到面向將更多時間用於居家辦公的生產力用户的高性能可拆卸式平板電腦,不一而足。面對消費者對可拆卸式平板電腦重新燃起興趣的形勢,聯想等廠商在CES 2021展會上紛紛宣佈了一系列新品,致力於為設備帶來更好的性能和網絡連接,以適應工作安排更具靈活性的時代。展望未來,平板電腦將成為眾多廠商PC產品組合中的關鍵品類。
去年12月,Canalys曾發佈全球PC市場展望報吿表示,疫情改變了人們的生活工作方式,也給全球PC市場帶來了根本性的長期變化,居家辦公、居家學習、設備及服務(DaaS)模式及新增的細分市場等四大驅動力將推動2021年及未來全球PC市場的持續增長。
業內人士認為,在2020年之前,手機一度是消費者的第一需要,然而疫情扭轉了這一趨勢。隨着消費者(包括孩子)依賴個人電腦工作、學習、社交和在家娛樂,PC重新成為一種必不可少的設備。
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