大行評級丨安信國際:首予聯想集團“買入”評級 目標價10.2港元
格隆匯8月10日丨安信國際發佈研究報吿稱,首予聯想集團“買入”評級,目標價10.2港元。聯想是全球頭部消費電子品牌公司,同時伴隨AI的發展浪潮在服務器業務領域表現高速增長。2023/24財年PC市場處於觸底反彈的階段,IDC預計2023年下半年環比恢復,尤其是商用PC的加速,預計推動PC市場恢復並超越疫前水平。PC以外多元化業務為其夯實業績,FY2023非PC營收同比上升7%,佔比升至近40%,非PC業務的整體利潤率和增長率都優於傳統PC業務,未來利潤結構有望得到持續優化。
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