《大行报告》高盛上调联想集团(00992.HK)目标价至11元 评级「中性」
高盛发表研究报告指,联想集团(00992.HK)预期至6月季度收入会与上季相若,料税前溢利有进一步改善,大致符券商预期,更超出该行预期,因该行个人电脑付运量预期较低。
高盛引述管理层指,对个人电脑付运量於年内保持乐观,料增长有中高单位数,受惠居家工作/学习。同时目前的库存量低,因供应侧面对零件短缺挑战。
该行表示,公司个人电脑业务有强劲需求,以及利润改善;而智能手机市占率亦见增长,同时利润稳定;数据中心、企业存储、高效能电脑等市场需求强劲。维持2022至23年度纯利预测大致不变,并加入2024年度预期,维持「中性」评级,目标价由10.85元上调至11元。
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