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Lyon: Reiterates Lenovo Group (00992) as Top Pick in China's Tech Sector; Supermicro's Results Confirm Strong AI Server Demand and Profit Margins
7 hour ago /
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Author：小编
Lyon has named Lenovo Group as its top pick in China's tech sector and reiterated its 'Outperform' rating with a target price of HKD 36. Supermicro's gross margin in the fourth fiscal quarter exceeded guidance, which Lyon believes indicates tight supply of key AI components. Server manufacturers with component security can leverage this to raise pricing and optimize their product mix, thereby boosting the profit margins of Lenovo's server business. Lyon expects strong growth in Lenovo's server business revenue and profit margins in the first quarter of fiscal year 2027, with AI server business driving upgrades in its earnings and business performance, presenting potential for upward revisions and revaluation of market earnings forecasts.
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