《大行》野村升聯想集團(00992.HK)評級至「買入」 目標價上調至14元
野村發表研究報告指,預料聯想集團(00992.HK)截至今年6月底止首財季業績或勝市場預期,主要是部分領先客戶將資本支出從人工智慧伺服器轉向通用伺服器,從而推動伺服器收入強勁增長而所受惠。
該行表示,在個人電腦業務方面,聯想集團從戴爾(DELL.US)和惠普(HPQ.US)等同行手中搶佔更多歐美市場份額,這將有利集團提升在6月底止季度的整體銷售和盈利勢頭。
該行表示,即使個人電腦上游供應鏈在今年上半年已經提前訂單交期,但認為在今年餘下時間,這對下游品牌個人電腦出貨量預測影響有限,料聯想集團可持續提升其份額。
該行表示,將集團2026及2027財年盈利預測各上調2%,並將其目標價由13元上調14元,其評級由「中性」升至「買入」。
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