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港股异动 | 联想集团(00992)涨近4% 机构指其个人计算机业务表现强劲 上调评级及目标价

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联想集团(00992)涨近4%,截至发稿,涨3.47%,报9.53港元,成交额3.44亿港元。

消息面上,CounterpointResearch数据显示,经过连续八个季度的因需求放缓和库存调整而下滑后,全球PC出货量在2024年第一季度同比增长了约3%。联想的PC出货量在2024年第一季度同比增长了8%,该品牌成功收回了其24%的市场份额,高于去年同期的23%。

里昂研报指出,预期联想集团截至今年3月底止末财季业绩稳固,并指其个人计算机业务表现强劲。该行将联想集团目标价由9.6港元上调至10.8港元,并将评级由“跑赢大市”上调至“买入”,看好公司精简伺务器业务,并预期公司将于今年下半年披露更多有关AI PC的详情。

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