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《大行報告》里昂升聯想集團(00992.HK)評級至「買入」 目價價上調至9.2元
阿思達克 03-13 10:20
里昂發表報告,預計個人電腦行業的下滑趨勢將見底反彈,出貨量將由今年末季開始恢復按年增長。在混合工作模式的推動下,長期的個人電腦需求可能會高於疫情前水平。 里昂認為,聯想集團(00992.HK)的伺服器業務收入和利潤率應繼續增長,穩定的利潤趨勢將導致投資者重新審視公司的盈利倍數。該行上調對其估值基礎,預測2024財年目標市盈率由6倍升至8倍,目標價由6.8元升至9.2元,並將評級由「跑輸大市」升至「買入」。
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