大华继显:微升联想集团(00992)目标价至9.85港元 第三财季业绩稳健
智通财经网·2026-02-13 07:53

Core Viewpoint - Lenovo Group (00992) reported a solid performance in Q3, benefiting from stronger-than-expected revenue growth across various business segments and resilient operating profit margins, maintaining a "Hold" rating with a slight increase in target price from HKD 9.7 to HKD 9.85 [1] Group 1: Financial Performance - The company has adjusted its net profit forecasts for the fiscal years 2026 to 2028, increasing them by 5.7%, 9.7%, and 4.3% respectively, to USD 1.833 billion, USD 1.77 billion, and USD 2.178 billion [1] - The revenue growth is attributed to the impact of PC and smartphone shipments, as well as factors affecting the Solutions and Services Group (SSG) and Intelligent Devices Group (IDG) businesses [1] Group 2: Strategic Preparedness - Management indicated that the company is well-prepared to address the pressures from rising memory and chip costs by increasing average selling prices, improving product mix, and enhancing inventory management [1]

LENOVO GROUP-大华继显:微升联想集团(00992)目标价至9.85港元 第三财季业绩稳健 - Reportify