《大行報告》里昂上調聯想集團(00992.HK)目標價至6.8元 評級維持「跑輸大市」
里昂發表報告指,聯想集團(00992.HK)截至去年12月底止2023財年第三季個人電腦庫存仍高於疫前水平,或需時花一至兩個季度才可消化,並留意到其電腦業務出現利潤率壓力,主因需求疲軟及市場競爭,即使這或已被較低的商品價格和控制開支而有所減輕。
該行表示,基礎設施解決方案集團(ISG)和解決方案與服務集團(SSG)面臨雲需求和硬件相關服務的不確定性。該行表示,將其目標價由6.2元上調至6.8元,並維持其評級為「跑輸大市」。
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