大行評級|高盛:維持聯想集團目標價10.29港元 評級“買入”
高盛發表報吿指,聯想集團將於11月中公佈截至9月底止季度業績,相信市場關注重點是個人計算機及服務器的人工智能(AI)進展、貿易緊張及芯片出口限制的影響、以及個人計算機需求前景。該行估計聯想集團上財季收入145億美元,按年跌15%,按季升12%,主要受惠全球個人計算機付運量復甦,服務器產品規格提升及市場份額增長,以及AI服務器開始付運。相比智能手機,該行對明年個人計算機及服務器前景較為樂觀,主要受新產品週期推動,而聯想作為全球行業龍頭,將會受惠復甦趨勢。該行維持目標價10.29港元,評級“買入”。
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