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柳杨配号召力获印证 联想上周末大涨11%
2009-02-09 07:55:38 北京晨报   发表评论
    

    市场反应印证了联想“柳杨配”的号召力,在上周五,下行多日的联想(0992.HK)股价突然强势反弹,大涨近11%,一位IT博客甚至形容说:“柳杨重组让喜欢联想的人们感到放心。”可就在此时,各大投行仍对联想的前景连连摇头。

    昨日下午,来自新浪网的调查显示,超过58%的网友看好柳传志重新出任董事长,这或许能从一个方面解释联想股价为何出其不意地上涨。

    不过,各大投行的表态与投资者的意见并不相同,鉴于对市场前景的悲观估计,几乎所有的主流投行都对联想股价给出“看淡”的评价。摩根士丹利将联想目标价由1.40港元降到1.30港元。

    野村证券也将联想集团的目标价从1.32港元调低至1.20港元,该行认为联想要实现季度盈利可能最早也要等到9月份。同样持悲观心态的还包括摩根大通、汇丰、瑞士信贷、中银国际和里昂证券等。




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