You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨大摩:上調聯想集團目標價至11.4港元 重申“增持”評級

摩根士丹利發表研究報告指,聯想集團3月底止末財季收入增長將推動市場輕微上調對其末財季每股盈測。根據調查機構數據,該季度智能設備集團(IDG)業務表現稍高於該行預期,當中計算機及平板出貨量均稍高於該行預期。另外,渠道調查亦反映基礎設施方案業務集團(ISG)的增長勢頭強勁,主要受到AI服務器和一般服務器需求所推動。

該行將目標價由11港元上調至11.4港元,重申“增持”評級,認爲聯想在大中華區的計算機市場中,最能夠受惠於企業計算機更新週期上升以及AI計算機滲透率的提高,同時AI服務器銷售亦見增長。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account