《大行報告》高盛上調聯想集團(00992.HK)目標價至11元 評級「中性」
高盛發表研究報告指,聯想集團(00992.HK)預期至6月季度收入會與上季相若,料稅前溢利有進一步改善,大致符券商預期,更超出該行預期,因該行個人電腦付運量預期較低。
高盛引述管理層指,對個人電腦付運量於年內保持樂觀,料增長有中高單位數,受惠居家工作/學習。同時目前的庫存量低,因供應側面對零件短缺挑戰。
該行表示,公司個人電腦業務有強勁需求,以及利潤改善;而智能手機市佔率亦見增長,同時利潤穩定;數據中心、企業存儲、高效能電腦等市場需求強勁。維持2022至23年度純利預測大致不變,並加入2024年度預期,維持「中性」評級,目標價由10.85元上調至11元。
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