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【Brokerage Focus】Minsheng Securities maintains a "recommended" rating for Lenovo Group (00992), indicating that it is likely to expand its leadership position in AI PCs.
Jinwu Financial News | Minsheng Securities reported that Lenovo Group (00992) released its Q2 report for fiscal year 2025, achieving revenue of 17.85 billion USD, a year-on-year increase of 23.87% and a quarter-on-quarter increase of 15.56%; net income reached 0.359 billion USD, with a year-on-year increase of 43.85% and a quarter-on-quarter increase of 47.74%. In Q2 FY2025, the mobile business generated revenue of 13.5 billion USD, a year-on-year increase of 17% and a quarter-on-quarter increase of 18.42%, achieving an operating profit margin of 7.3%. In Q2 FY2025, the Lenovo PC business's revenue grew by 12% year-on-year, with a market share reaching 2.
Lenovo Group (00992) has showcased its strength in hybrid AI: value investors can start buying!
Continue to maintain strong quarterly performance, after releasing the strongest AI combination, Lenovo Group (00992) achieved a new record in performance, with significant results from the hybrid AI transformation, once again showcasing its strength to the market.
CICC: Maintains the lenovo group (00992) 'outperform industry' rating, target price 12.6 Hong Kong dollars.
Thanks to good operations and cost optimization, the net margin of lenovo group increased by 0.2 percentage points to 1.8%, with the net profit attributable to shareholders exceeding the expectations of CICC and the market.
DBS Sticks to Their Buy Rating for Lenovo Group (LNVGF)
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How will the future market valuation unfold? It is hidden in the lenovo group's hybrid AI global strategy.
The increasing global demand for AI technology is driving an explosive growth trend in the demand for AI computing power. According to IDC data forecasts, the total global data volume will surge from 33ZB in 2018 to 175ZB in 2025, growing more than fivefold, which directly drives the demand for more powerful data processing capabilities, and enhancing computing power has become key to addressing this challenge.
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