You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
聯想(00992.HK)楊元慶:重新開放後中國商務需求改善 料全年PC實際需求按年持平
阿思達克 02-17 16:44
聯想集團(00992.HK)董事會主席兼首席執行官楊元慶表示,中國重新開放後,的確見到商務市場需求回升,企業活動增多,個人電腦(PC)、伺服器及資訊科技服務等銷售均有所改善。 市場擔憂疫情後PC市場表現仍然疲軟,他指出,由於產品交付量會受渠道囤積或加快去庫存影響,因此設備激活量數據更能夠反映PC實際需求情況,2022年下半年市場交付量顯着下跌時設備激活量只錄得約6%的按年跌幅,認爲市場情況未必如投資者預期中差,去年11至12月已見改善,相信今年全年PC實際需求將按年持平,與2019年比較仍高出5%至8%。 他又指,現時市場仍需要時間消化渠道去庫存,然後增長才會開始明顯恢復,並強調聯想交付表現跑贏市場,渠道庫存水平亦較同業低。 今年首三財季非個人電腦業務收入貢獻提升至約41%。執行副總裁兼方案服務業務集團(SSG)總裁黃建恆表示,非PC業務增長趨勢明顯,預期佔比將會持續提升,雖然預期PC市場中期會恢復增長,但公司仍會堅持多元化發展,相信SSG的增長會快過PC業務。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account