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| HSI1 | 24,963.23 | 0.00 | -- |
| HSCEI1 | 8,271.06 | 0.00 | -- |
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2026-07-24 11:22:44 CLSA published a research report stating that the preliminary operating data for the fourth fiscal quarter released by Super Micro Computer, Inc. (SMCI.US) showed gross margin reaching 15% to 17%, above previous guidance, mainly benefiting from optimization in customer and product mix. The broker believes the expansion in Super Micro Computer, Inc. (SMCI.US)'s gross margin reflects strong demand and continued tight supply of key AI components such as GPUs, CPUs and memory. Server manufacturers with secured component supply can enhance pricing and optimize product mix, and this trend will also help LENOVO GROUP (00992.HK) expand margins in its server business. CLSA expects LENOVO GROUP (00992.HK)'s server business margin and revenue to achieve a strong breakthrough in fiscal 1Q27. Server business margin is expected to expand from 3.6% in the quarter ended March to 5.2% in the quarter ended June, with further improvement anticipated in the future. The strong AI server business is driving LENOVO GROUP (00992.HK)'s earnings and business performance into the next stage. The broker believes there is room for upward revision in market earnings forecasts and potential for re-rating. CLSA reiterated its "Outperform" rating on LENOVO GROUP (00992.HK), with TP maintained at HKD36, and identified it as its top stock pick in China's technology sector. (ad/u)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |