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港股異動丨聯想集團漲近4% 迴應做空言論 多家大行唱多
格隆匯 03-03 14:01
格隆匯3月3日丨聯想集團(0992.HK)漲近4%,報5.03港元,總市值604億港元。2月26日,分析機構Bucephalus Research在Twitter發佈視頻稱,聯想集團疑似欺詐。受此以及全球股市下跌的影響,聯想集團當日股價跌超5%。聯想於2月27日晚上向香港聯合交易所提交了文件,並否認了視頻中的指控。2月28日下午,聯想再度召開電話會議,討論並澄清了近期市場對其財務表現的擔憂,強調其財務報表完全符合所有適用的會計準則,做空機構的“陳述完全是錯誤的”。對於Bucephalus Research的質疑以及聯想集團的迴應,各大投行也給出了各自的最新看法:瑞士信貸認為,聯想的迴應已解決了近期的市場擔憂,因此給予聯想中性評級,將聯想股票估價為6.1港元。美林證券認為,聯想集團當前估值在9.5倍2020年預期市盈率下極具有吸引力,而同業的平均市盈率為12倍,因此維持對中國本地和全球服務器行業復甦的買入評級。花旗銀行給予聯想的評級為買入,將聯想股票估值為7港元。
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