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大行評級 | 美銀證券:優異的PC之外業務有助於提升聯想集團的長期盈利能力
格隆匯 09-22 14:47
格隆匯9月22日丨美銀證券發佈研報稱,聯想集團PC之外業務方面的銷售增長(23-25財年為20-30%)和盈利能力仍處於向上通道。自22財年第3季度以來,聯想集團服務器一直保持盈利,預計隨着規模的不斷擴大和更好的組合,其利潤率也將持續提高。在方案服務方面,美銀證券預計聯想集團將從更多DaaS的採用中受益,因為在通貨膨脹的情況下,企業可能會更快地轉向輕資產運營。截至2013財年第一季度末,聯想集團的毛利潤為29億美元(佔2013財年收入的4%),與硬件相比,服務業的利潤率要高得多,這預示着聯想集團長期盈利能力良好。
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