Goldman Sachs SELL

The 720 Lenovo, Japan Tech, Rohm, JD.com, SMIC, Hua Hong, Hon Hai, GDS, Thai Oil, SanDisk, Yen, Tingyi

Aug 14, 202610 pages页

From the report报告摘录Lenovo: Structural shift to AI PC/server mix driving 56%-89% FY27-29 net income upside; ISG margins surpass IDG (9.1%) with 27% YoY revenue growth, enabling re-rating beyond consumer electronics.

Read the full report + PDF阅读全文与 PDF

The full summary (5 key points) and the original Goldman Sachs PDF are for MastermindX Pro members. 完整摘要（5 个要点）与 Goldman Sachs 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究，供参考与学习；其中评级与观点均属作者本人。浏览完整研报库 →