【摩根士丹利：略下调联想目标价5% 维持“增持”评级】金十数据2月21日讯，摩根士丹利发报告指，略下调联想集团(00992.HK)目标价4.7%，从13.8港元降至13.15港元，维持“增持”评级。大摩下调对该公司3月底止季度预测，小小反映去年12月份这一季度的拉动力，主要是针对个人电脑。因此大摩对于联想2026和2027财年盈利预测下调，主要反映非现金利息的支出。联想2025财年第三季度业绩表明，集团达到良好的里程碑，基础设施方案集团首次实现扭亏为盈，预计联想继续精简化其企业产品组合，这将有助于提高盈利能力，但大摩也希望它能够扩展到更能盈利的渠道业务。这一切都建立在云端运算领域敞口已经非常强大的基础上。
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