研報掘金|中金:上調聯想集團目標價至15.6港元 盈利能力顯著改善
中金髮表報告指,聯想集團公佈截至去年12月底止2025財年第三季收入按年增長19.6%至188億美元,純利按年增長105.5%至6.93億美元,超出該行和市場預期。
由於ISG(基礎設施方案業務集團業務)訂單快速增長、盈利能力顯著改善,以及2.82億美元的一次性收益,該行上調今年3月底止2025財年盈利預測22.3%至15.3億美元,並維持2026財年純利15.4億美元的預測。
由於個人計算機及服務器業務可能受惠於中國人工智能應用及計算能力的增長,該行上調目標價23.8%至15.6港元,評級“跑贏行業”。
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