大行评级｜摩根大通：维持联想集团“增持”评级目标价9港元

格隆汇资讯2023-09-22

摩根大通引述联想管理层指出，联想伺务器收入的约20%与AI相关，但图形处理器(GPU)伺务器占2024财年上半年伺务器总收入的比例少于5%。然而，公司已迅速改进其产品供应，预计本季GPU伺务器积压订单约为10亿美元。此外，管理层预期AI伺务器收入约为90亿美元，意味着有20亿美元的收入潜力。该行认为，联想的L40S GPU供应良好，交货时间仅4至8周，公司可能很快推出8-GPU L40S服务器，并...

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大行评级｜摩根大通：维持联想集团“增持”评级 目标价9港元

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大行评级｜摩根大通：维持联想集团“增持”评级目标价9港元