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摩通:維持聯想集團(0992.HK)“增持”評級 目標價7港元
格隆匯 12-10 11:28
摩根大通發表報告表示,下調聯想集團(0992.HK) 短期盈利預測,以反映Intel電腦之CPU短缺高於預期,更預期該情況會持續多一至兩個季度,甚至持續至明年6月。不過,該行認為Intel電腦CPU短缺將是推動部分商用電腦升級週期,並導致明年6月之後恢復增長動力。
至於數據中心業務而言,該行對聯想集團前景感正面,料持續會增加內地市佔率;而手機業務則料處於收支平衡,隨着新手機推出後或會帶來上升空間。
摩通下調聯想2020至2021年度盈利預測7%及4%,目標價相應由8港元降至7港元,維持“ 增持 ”評級。

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