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《大行報告》瑞信下調聯想集團(00992.HK)目標價至8.7元 評級「中性」
阿思達克 04-25 13:37
瑞信發表報告表示,將今明兩年全球個人電腦出貨量預測分別下調3%和4%,至3.2億和3.09億部,反映內地宏觀經濟疲軟和封城等因素。該行指,聯想集團(00992.HK)今年首季個人電腦出貨量為1,910萬部,按年及按季分別下跌16%及10%,低於該行預期。 報告補充,在更高的商業組合、全球足跡、服務業務增長和伺服器業務好轉方面,聯想集團是該行相對看好的股份。該行將其2022至2024財年每股盈利預測下調1%至4%,以考慮最新的全球個人電腦出貨量,目標價從相應由9.5元下調至8.7元,重申其「中性」評級。
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