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大行評級|美銀:上調聯想集團目標價至11.6港元 維持“中性”評級
格隆匯 05-27 14:56

美銀證券發表報吿,指聯想集團截至今年3月底止四財季純利按年升1.18倍至2.48億美元,大幅高於該行及市場預期各63%及56%,季度經營溢利大致符合預期。報吿指,公司智能設備業務集團(IDG)季度銷售按年升7%,毛利率升至歷史範圍高位的7.4%,受惠於商業業務銷售佔比擴張。該行料業務動力持續,基於公司在有關業務板塊具領導地位。人工智能電腦料下半年起交付,在滲透率逐漸上升下或進一步強化平均每機售價及毛利率,亦有助應對部件成本上升。

該行把聯想集團目標價由9.1港元上調至11.6港元,相當於預測2025財年市盈率14倍(原先為11倍),並上調今明財年盈利預測2%,維持“中性”評級。

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