大行評級|里昂:上調聯想集團目標價至12港元 預期首財季盈利超預期
里昂發表研究報告指,預期聯想集團在6月底止首財季將錄4.8億美元盈利,較市場預期的3.26億美元高出達47%;而撇除可換股債及權證影響的非通用會計準則淨利潤則爲4億美元,較該行先前預測提升11%。另外,該行預計,期內智能設備業務(IDG)收入按季升14%,受美國市場需求推動。該行將2026財年的GAAP盈測及non-GAAP盈測上調13%及4%,至16.87億及17.29億美元,再將2027及28財年的GAAP盈測上調9%;目標價由11港元上調至12港元,重申“跑贏大市”評級。
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