《大行報告》瑞信上調聯想集團(00992.HK)目標價至12.2元 評級「跑贏大市」
瑞信發表報告指,上調環球個人電腦銷售預測21%,料今年總銷售量按年增加8%至3.22億部,主要由於來自消費者及教育機構的需求提升,來自兩者的需求分別增加6%及44%,企業需求料至下半年才會回復。該行並料明年個人電腦銷售預測按年倒退4%至3.1億部。
基於市場短期對個人電腦的需求提升,該行上調聯想集團(00992.HK)2022年及2023年每股盈利預測5%至8%,目標價自11.5元上調至12.2元,維持「跑贏大市」評級。
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