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《大行報告》匯豐研究聯想集團(00992.HK)墨廠對伺服器/PC收入貢獻少於10%重申「買入」評級
阿思達克 06-03 11:21

匯豐研究發表報告,指美國統特朗普於5月30日宣布,將於6月10日起對所有墨西哥進口貨物加徵5%關稅。聯想集團(00992.HK)因為有不少來自墨西哥廠房的收入貢獻,股價受挫。

不過,該行估計墨西哥廠房對聯想集團的伺服器/PC業務收入貢獻少於10%,認為市場過度反應,重申該股「買入」評級,目標價7.8元,並預期公司於2019年扭虧後,2020年每股盈利將上升31%。

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