《大行報告》野村升聯想集團(00992.HK)評級至「買入」 目標價上調至10元
野村發表報告指,自5月以來,對聯想集團(00992.HK)一直保持保守態度,主要是個人電腦需求放緩令其盈利動力減弱,令電腦及伺服器業務盈利能力均受壓。
不過,該行相信截至9月底止第二財季,或是聯想集團現財年里最後一次需要下調2024財年業務指引,因公司或會受惠人工智能伺服器帶來更多商業機會。該行指,當市場消化對美國更新出口管制帶來負面影響後,聯想集團股票的風險回報或變得更具吸引力。該行將其目標價由9.4元上調至10元,其評級則由「中性」升至「買入」。
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