瑞信:維持聯想集團(0992.HK)“中性”評級 目標價5.9港元
瑞信發表報告指,聯想集團(0992.HK)
電腦之英特爾CPU供應限制將影響其近期銷售表現,相信相關影響於第四季影響幅度為6%,高於早前預測之5%,有關情況並將延續至明年中,對產品組合及毛利率表現亦有負面影響。其數據中心業務集團銷售反彈趨勢則將持續至明年首季,惟税後表現仍將錄得虧損。該行降聯想明年盈測3%,目標價自6.1港元下調至5.9港元,評級維持“
中性
”。
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