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《大行報告》野村上調聯想集團(00992.HK)目標價至9.4元 評級「中性」
阿思達克 08-09 09:36
野村發表研究報告指,自3月起聯想集團(00992.HK)股價表現強勁,累升約24%,對比同期恆指累跌1%,相信是由於個人電腦(PC)業務自首季低位回升、人工智能伺服器需求增長,以及投資者憧憬聯想或受惠於中國伺服器製造商浪潮集團被列入美國出口黑名單。 野村指出,投資者正在市場上尋找股價落後的人工智能伺服器公司,聯想或成為具吸引力的投資目標,將目標價由7元上調至9.4元,對應2025年每股盈利預測約10倍。 惟該行指出,聯想今年次季盈利壓力依然存在,PC市場放緩,伺服器業務虧損,加上集團尚未取得較主要的人工智能伺服器項目,現時仍維持「中性」評級。
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