【汇丰研究升联想集团目标价至15.1港元 AI服务器下财年利润可观】金十数据2月24日讯，汇丰研究发表报告，指受惠单次性所得税抵免2.82亿美元，联想集团(00992.HK)截至去年12月底止第三财季每股盈利5.75美仙，较该行及市场预期大幅高出59%及98%。上季毛利率15.7%低于该行预期，但符合市场预期。经营利润率3.7%亦低于该行预期，但同符市场预期。报告称，联想市场定位良好，现财季AI PC市占达30%。由于AI PC较传统笔记型电脑存在20%溢价，料将持续支持联想2025至2026财年利润率改善。此外，该行料联想AI服务器下财年利润可观。ISG业务(服务器)上财季受惠强劲需求，经营溢利扭亏为盈，胜市场预期。该行上调对联想估值基础，由预测2026财年市盈率10倍升至13.5倍，并料2025至2027财年盈利年均复合增长率达16%，维持买入评级，目标价由12.2港元升至15.1港元。
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