存储涨价还守住7.1_老虎社区_美港股上老虎 - 老虎社区

存储涨价还守住7.1%利润，IDG稳

@鑫达财经：$联想集团(00992)$高盛又上调联想目标价了，这次直接给到51港元，维持“买入”。按8月13日收盘价34.9港元计算，潜在空间约46%。核心还是这份财报足够硬：Q1营收1834亿元，同比增长43%；经调整净利润超73亿元，增长176%，净利率升至4%。其中，ISG收入增长98%，运营利润率达到9.1%，AI服务器储备订单约3600亿元。更值得关注的是，高盛不仅上调收入预测，还预计联想FY2029经调整净利率将达到5.1%。这意味着市场的关注点，正从“服务器放量”进一步转向“收入增长+利润率改善”。IDG在存储涨价下仍守住7.1%的利润率，ISG也开始加速释放利润。昨天股价涨20%看着很猛，但如果盈利持续兑现，51港元就不只是情绪价。

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