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《大行報告》里昂:聯想集團(00992.HK)涉美國政府業務極微 股價下跌提供買入機會
里昂發表報告指,聯想集團(00992.HK)上周五(26日)股價下跌,可能與兩個消息相關:英特爾(INTC.US)首財季指引疲弱,以及據報有機構建議美國政府禁用聯想電腦。該行指,英特爾的指引主要關於伺服器業務,可能屬個別情況,而針對建議美國政府禁用的報道,公司回應指,已作出全面核查,相信聯想業務涉及美國政府的關連極小。 該行認為聯想集團股價波動提供買入機會,對其持「買入」評級。
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