《大行報告》大摩上調聯想集團(00992.HK)目標價至9元 評級「與大市同步」
大摩發表報告,對聯想集團(00992.HK)個人電腦業務保持謹慎,隨著供應和需求正常化,預計未來幾個季度利潤將趨於正常。目標價由8.4元上調至9元, 評級「與大市同步」。
大摩指,聯想和華碩近期都公布了強勁的季度業績,並繼續看好個人電腦長期前景,同時承認發達市場的教育用個人電腦需求放緩,庫存水平上升,與該行觀點一致。大摩預計,教育領域的個人電腦放緩將導致2022年個人電腦市場規模出現可能是高個位數的按年跌幅,而現時美國和日本在該市場的佔比達70%以上。
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