聯想集團(00992.HK)股價升4% 獲匯豐研究上調目標價至11.7元
聯想集團(00992.HK)今早股價有支持,今早高見9.05元,現報8.9元,回升4.1%,暫為表現最好藍籌及科指成份股,成交3,333萬股,涉資2.95億元。
匯豐環球研究將聯想集團目標價由11.4元上調至11.7元,以反映公司業績勝預期,料營運毛利率至2025財年可持續復甦,受惠於個人電腦產品組合良好及伺服器需求復甦。
中信証券表示,展望聯想集團後續季度,認為置換周期、混合式人工智能需求的提升、AI PC等趨勢均有望拉動需求,公司收入環比復甦的趨勢將延續。同時,伴隨著庫存去化基本結束,PC價格端的壓力亦有望顯著緩解,成本下降對於毛利的貢獻亦將得到更多顯現。參考全球可比硬件公司戴爾當前股價對應 預測市盈率11倍的估值水平,以及該行對聯想集團中期更高的業績增速預測,給予公司預測2025年市盈率14倍,對應目標價下修至11元,維持「買入」評級。
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