大行評級|摩根大通:維持聯想集團“增持”評級 預期2026財年首季業績將優於市場預期
摩根大通發表研究報吿指,預期聯想集團6月底止2026財年首季業績將優於市場預期,主要因PC業務的強勁表現。該行認為,PC業務盈利的韌性表現是由於市佔率提升及靈活的供應鏈管理。另外,集團的服務器(ISG)業務近期有多筆新訂單,帶動增長。中長期而言,進軍AI服務器領域可能為該股帶來重新評級機會。考慮到PC市佔率擴張,該行將26及27財年的盈利預測上調2至3%,維持“增持”評級,目標價13港元。
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