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大行評級|花旗:上調聯想集團目標價至14.3港元 第三財季業績大幅超出預期
格隆匯 02-21 14:42

花旗發表研報指,聯想集團2025財年第三季度業績大幅超出該行及市場預期約81%及90%,除了核心業務改善以外,2.82億美元的一次性所得稅抵免亦起到幫助。管理層對其個人電腦及伺服器業務依然保持樂觀,相信商業客戶更換設備、AI PC滲透率提升及不斷改善的產品組合等,將是推動公司盈利增長的關鍵驅動因素。

花旗強調看好聯想的行業領先地位、穩健的基本面以及具吸引力的估值,認爲任何回調都是入市良機,給予“買入”評級,目標價從11.5港元上調至14.3港元。

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