花旗:维持联想控股“买入”评级 管理层重申其专注于人工智能发展

新浪港股
31 Mar
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  花旗发布研报称,联想控股(03396)在2023财年扭亏为盈后,管理层重申其专注于人工智能(AI)发展,不仅惠及联想集团(00992),亦涵盖联想控股旗下超过270个AI项目的投资组合。花旗维持对联想控股的“买入”评级。该行表示,联想控股将继续投资于AI技术及跨产业的AI整合,公司目前交易价格相较其资产净值有约77%的折扣,或相较其持有联想集团的价值有约44%折扣。该行认为,购买联想控股是获取联想集团相同曝光的廉价方式,同时几乎以零成本获得联想控股的其他资产。

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