聯想集團(00992.HK)逆市續挫逾5%失百天線 獲里昂維持買入評級
里昂認為聯想集團(00992.HK)涉及美國政府業務極微,股價下跌提供買入機會。然而,該股繼上周五大成交曾急挫13%喘定後,今早股價失守百天線(9.28元),最低見8.73元,現報8.75元,逆市續跌5.3%,成交4,235萬股。
里昂指,聯想上周五股價下挫,可能與兩個消息相關:英特爾(INTC.US)首財季指引疲弱,以及據報有機構建議美國政府禁用聯想電腦。該行指,英特爾的指引主要關於伺服器業務,可能屬個別情況,而針對建議美國政府禁用的報道,公司回應指,已作出全面核查,相信聯想業務涉及美國政府的關連極小。該行認為聯想股價波動提供買入機會,對其維持「買入」評級。
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