【中金升联想集团目标价至15.6港元 ISG规模经济推动下实现盈利】金十数据2月24日讯,中金发表报告指,联想集团(00992.HK)公布截至去年12月底止2025财年第三季收入按年增长19.6%至188亿美元,纯利按年增长105.5%至6.93亿美元,超出该行和市场预期。由于ISG(基础设施方案业务集团业务)订单快速增长、盈利能力显著善,以及2.82亿美元的一次性收益,上调今年3月底止2025财年盈利预测22.3%至15.3亿美元,并维持2026财年纯利15.4亿美元的预测。由于该公司的个人电脑及服务器业务可能受惠于中国人工智能应用及计算能力的增长,上调目标价23.8%至15.6港元,评级跑赢行业。
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