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《大行報告》大華繼顯首予聯想集團(00992.HK)「買入」評級 目標價11.1元
阿思達克 07-31 13:52
大華繼顯發表研究報告指,OpenAI的人工智能聊天機械人ChatGPT今年引起市場關注,隨著AI技術投資不斷湧入,認為伺服器行業可成為AI發展早期受惠者之一,當中看好聯想(00992.HK),首予「買入」評級。 該行認為,聯想作為去年度全球第三大伺服器供應商,市佔率達6.5%,相信是最能捕捉住AI投資熱潮的股份之一。同時,大華繼顯亦預期個人電腦市場(PC)將在今年下半年復甦,商業PC出貨量增長恢復韌性,考慮到聯想在商用PC市場的領先地位,相信擁有優勢。 該行給予聯想目標價11.1元,對應2025年預測市盈率8.5倍,與同業平均水平相若。
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