智通财经07-08 11:20
智通财经APP获悉，联想集团(00992)涨超8%，截至发稿，涨8.05%，报22.56港元，成交额20.36亿港元。
消息面上，今年6月底，联想集团组织了一场投资者日活动。公司给出了清晰的中长期财务目标，两年内年收入达到1000亿美元，净利率3%以上；未来3-5年，年收入达到1300亿美元，净利率5%以上；5年以后年收入达到1500亿美元，净利率8%以上；ISG方面，AI服务器在手订单已突破210亿美元。另外，此前有媒体报道称，联想集团中国基础设施业务正大幅上调服务器业务增长预期。
中金此前指出，考虑到公司ISG盈利能力已明显改善，且AI服务器潜在订单达210亿美元，该行认为市场有望重估公司服务器资产价值；同时公司提出8%净利率的长期目标，构筑盈利能力改善的清晰指引，该行认为公司P/E估值有望持续向行业中枢靠近。参考行业可比公司P/E估值，该行基于FY2027年18倍P/E上修公司目标价50%至30元港币。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
