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《大行報告》高盛升聯想集團(00992.HK)目標價至13.51元 料PC出貨量將達轉捩點
高盛發表研究報告指,重申對聯想集團(00992.HK)的正面看法,並認為公司將受惠於即將到來的新產品週期及預期2024下財半年的人工智慧個人電腦,料個人電腦出貨量將達到轉捩點。該行指,集團是全球個人電腦領域的領導者,提供GenAI領域的整體解決方案,涵蓋邊緣運算、雲端運算、個人電腦、儲存和服務,協助其順應GenAI趨勢。該行維持「買入」評級,目標價升14.6%至13.51元。 該行分別上調集團2024至26財年盈利預測3%、3%、2%,主要是因為收入增加,以反映對其全球領先個人電腦市場的正面看法,及其商業產品的更高曝光率。
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