Group 1 - Goldman Sachs maintains a positive outlook on Lenovo Group (0992.HK), highlighting its leading position in the personal computer market and its product portfolio upgrade towards AIPC [1] - The firm also expresses a positive view on Lenovo's server business, believing that the growth in generative AI demand will create opportunities in AI infrastructure and edge AI devices [1] - Goldman Sachs has set a target price of HKD 13.25 for Lenovo and maintains a "Buy" rating [1] Group 2 - Following the second fiscal quarter results ending September, Goldman Sachs has raised Lenovo's revenue forecasts for fiscal years 2026 to 2028 by 1% to 2% due to increased server demand [1] - Adjusted operating income forecasts have been increased by up to 1%, considering the relatively low gross margin of the server business [1] - Adjusted net profit forecasts for fiscal years 2027 and 2028 have been raised by 4% respectively [1]
大行评级丨高盛：服务器需求上升可推动收入增长 维持联想“买入”评级
Ge Long Hui·2025-12-02 07:47