聯想集團(00992.HK)股價刷新高漲至10.74港元 業內：可能成為牛年領漲的第一梯隊
牛年第二個交易日，聯想集團(00992.HK)給大家帶來不小驚喜，一度突破五年曆史新高點，漲至10.74港元，漲幅近4%。
有業內人士指出，受益於春節假期前以及假期期間的積極因素，預計港股將在相當有利的環境下開啟春節假期後的交易，聯想可能成為領漲的第一梯隊。
機構對聯想未來走勢也頗為樂觀。
外資機構方面，里昂發研報，將公司2021至2023財年的每股盈利預測分別上調9%、20%及12%，以反映個人電腦需求持續及結構性毛利率改善，目標價由14港元上調至16.3港元，重申"買入"評級。
與此同時，大摩發報吿，將聯想目標價由10港元升至11.6港元，維持"增持"評級。
此外，花旗將聯想集團目標價由11.8港元上調至12.1港元，維持買入評級。
國內券商來看，方正證券指出，PC業務是聯想集團成長髮展的核心。發展之初，公司憑藉着質量、品牌、服務和渠道，登上了中國IT業的頂峯，並確立了在3C時代的重要地位。2005年聯想收購了IBM個人電腦業務，公司管理層通過有效的組織、整合，將聯想的業務範圍擴大到了全球市場。2014年聯想分別收購了IBMx86服務器業務和摩托羅拉，補齊智能硬件版圖。聯想依託終端產品搭建自己的物聯網平台，建立起了"智-端-雲-邊-網"技術架構，從底層硬件到平台建設再到軟件服務，為2B客户提供了智能解決方案。
方正證券認為，聯想作為中國當代IT產業發展過程中，第一個走向全球化的企業，看似守着傳統的PC/NB產業，但是其中藴藏着巨大的認知差。聯想這個昔日的IT巨獸值得用全維度的視角再發現、再認知。
中金王漢峯分析稱，預計港股市場將在上述良好環境下開啟春節後的第一個交易周。向前看，我們認為政策信號(特別與房地產相關)與盈利意外值得密切關注。儘管市場在面臨不確定性下不排除出現盤整，但基於資金持續流入趨勢以及仍具吸引力的估值，我們對港股市場的中期前景依然持積極看法，並且認為短期內港股優於A股。
王漢峯同時指出，在此背景下，繼續建議在新老闆塊間均衡配置，並關注結構性機會，如選擇受益於強勁出口和消費復甦的行業，以及港股市場特有的新經濟板塊以滿足南向投資者投資分配需求。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
