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郭家耀:關稅戰升級港股或回試22,500支持 聯想(00992.HK)AI PC前景可期
阿思達克 03-04 08:54
港灣家族辦公室業務發展總監郭家耀稱,美股週一(3日)顯着下滑,美國總統特朗普確認將會對加拿大、墨西哥及中國貨品加徵關稅,大市高開後反覆回落,三大指數均錄得顯着跌幅收市。美元走勢向下,美國十年期債息下滑至4.15釐水平,金價表現向好,油價走勢受壓。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。 內地股市昨日低收,滬綜指高開低走,收市下跌0.1%,滬深兩市成交額亦明顯減少。 港股昨日先升後回,內地製造業數據優於預期,利好大市早段表現,指數一度高見23,400點水平,其後升勢回落,僅錄得溫和升幅收市,整體成交亦較前減少。關稅消息困擾外圍市場表現,加上企業集資消息,預料指數或回試22,500點支持,上方阻力在23,400點水平。 另聯想集團(00992.HK)日前公佈去年12月底止第三財季業績,期內營業額187.96億美元,按年上升19.6%,淨利潤6.93億美元,按年上升105.5%,毛利率下跌0.8個百分點至15.7%。分部收入方面,智能設備業務集團收入按年上升11.5%至137.84億美元。基礎設施方案業務集團收入上升59.2%至39.38億美元。方案服務業務集團收入上升11.7%至22.57億美元。聯想將在AI PC端側本地部署DeepSeek大模型,成爲全球首家端側部署該大模型的AI PC品牌。AI PC產品組合在2024年市場份額約爲20%,預計到2027年AI PC將佔電腦市場總量約80%。 聯想的品牌知名度高,在商用和中高端機型佔比較高,加上領先的市場地位,令其產品繼續在行業領先。人工智能伺服器需求持續擴張,市場預料聯想AI伺服器將錄得可觀利潤。預計在商業客戶更換設備、AI PC滲透率提升及產品組合改善等因素推動,公司盈利增長前景樂觀。 (筆者爲證監會持牌人,本人及相關人士沒持有上述股份)~
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