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"A horse that never dies" has been born in the Technology circle!
Recently, the overseas professional technology media Laptopmag reviewed laptops for 2024. Among them, battery life became a key focus, leading to the emergence of the "new deity." Laptopmag stated that most Copilot+PCs lasted 13 hours or longer in their battery life tests. For example, the Dell XPS 13 lasted an impressive 19 hours! However, even more impressive is that the Qualcomm version of the Lenovo ThinkPad T14s Gen 6 has broken Laptopmag's battery life record.
【Brokerage Focus】Goldman Sachs raised the Target Price for LENOVO GROUP (00992) by 4.6% and expects the group's revenue to grow by 18% year-on-year in 2025.
Jingu Finance News | Goldman Sachs released a report indicating that it expects LENOVO GROUP (00992) to achieve an 18% year-on-year revenue growth by 2025, with a gross margin of 16.6%, which is sustainable and significantly benefited by AI PCs, AI Servers, and supportive product cycles. The group's net profit margin is expected to gradually recover to 2.7-2.8% in the 2027-2028 fiscal year, similar to the levels of the 2022-2023 fiscal year. Goldman Sachs has lowered its net profit forecast for the company for the fiscal years 2025-2027 by 16%/13%/6%, and has introduced forecasts for the fiscal year 2028. LENOVO's current market price is equivalent to 10 in 2025.
Recent Uptick Might Appease Lenovo Group Limited (HKG:992) Institutional Owners After Losing 2.8% Over the Past Year
Capital trends | Northbound capital heavily purchased Hong Kong stocks for nearly 8.5 billion Hong Kong dollars, significantly increasing positions in Semiconductor Manufacturing International Corporation by nearly 1.4 billion Hong Kong dollars.
Track the latest dynamics of southbound capital.
Northern capital dynamics | Northern capital net Buy of 8.493 billion, Semiconductor Manufacturing International Corporation (00981) and Lenovo (00992) received additional purchases, while Network Technology stocks faced sell-off from local investors.
On December 27, in the Hong Kong stock market, the northbound capital net purchase amounted to 8.493 billion HKD, with SH->HK Connect net purchase of 3.918 billion HKD and SZ->HK Connect net purchase of 4.575 billion HKD.
Hong Kong stocks closed (12.27) | The Hang Seng Index fell by 0.04%. The Semiconductors Sector performed strongly. Kingsoft Cloud (03896) stock price hit a historical high.
The Hong Kong stock market experienced a slight dip in the early session but quickly rebounded, with the three major Indices turning positive collectively, and the Hang Seng Index briefly rising over 1%; in the afternoon, the stock index maintained fluctuations, and the Hang Seng Index turned negative again by the end of the session.
