大行評級|大摩:維持聯想集團“增持”評級 邊緣AI及基礎設施具良好發展潛力
摩根士丹利發表研報,表示長期看好聯想集團,指出公司處於有利地位,於邊緣AI及基礎設施領域具有良好發展潛力,在連續六個季度虧損後,基礎設施方案業務集團(ISG)於截至去年12月底止季度錄得盈利,是一個不錯的里程碑,樂觀認為該業務在未來幾個季度能夠持續盈利。目前聯想雲業務年化收入約為100億美元,大摩認為今年中國的雲計算領域資本開支將大幅上升,對聯想屬利好。大摩目前預測第四財季營業收入達約155億美元,按年增長12%,經營利潤料錄4.91億美元,按年持平。大摩維持對聯想集團“增持”評級,目標價為13.15港元。
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