Lenovo's quarterly net profit was recorded at a record high, but what happened to the stock price of 2.1%?

In the Chinese computer market, Lenovo can be described as one of the most concerned listed companies in the market. Each Lenovo's financial report will cause heated discussions in the entire market. Recently, Lenovo has announced its latest quarterly report. The data shows that Lenovo's quarterly net net profit history has a record high , But Lenovo's stock price has fallen by 2.1%. Many people are asking why the market is so good why the market does not pay?

1. Lenovo quarterly report net profit hit a record high?

According to the China Economic Network, Lenovo Group announced on August 10th's first quarter of the fiscal year (April-June) in 2022/23, and the group's equity holders should increase by 11%year-on-year to the first quarter to the first quarter to the first quarter to the first quarter to the first quarter The historical high, revenue of 17 billion US dollars, is flat year -on -year. In the first quarter, the net profit margin increased by 29 basis points from the year -on -year to a record high in the first quarter. Under the non -Hong Kong financial report standards, the equity holder of equity should increase by 35%year -on -year to $ 556 million.

The proportion of operating income outside the PC exceeded one -third, becoming one of the biggest performance highlights that Lenovo Group passed the outside world.

Among them, SSG once again achieved high growth and high profits synchronization, with revenue increased by 23%year -on -year, reaching 9.6 billion yuan, operating profit increased by 25%year -on -year, reaching 2.17 billion yuan; ISG's single quarter revenue hit a record high of 13.8 billion yuan in history. , A year -on -year increase of nearly 14%, remained profitable for three consecutive quarters; IDG Smart Equipment Business Group seized the opportunities in the field of growth, realized revenue of 94.2 billion yuan, leading profit margin industry, operating profit of more than 7 billion yuan, of which smart are intelligent, of which smart are intelligent. Mobile phone business revenue increased by 21%year -on -year.

At the same time, the plan to invest and invest in R & D is also continuing to advance. According to the financial report, the R & D investment of Lenovo Group in the last fiscal season increased by 10%year -on -year, and the number of R & D personnel increased by 29%.

However, the stock price did not seem to be as good as the performance. On the same day, Lenovo Group's stock price fell. As of the close of Hong Kong stocks, the Hong Kong stocks were reported at HK $ 6.9, a decline of 2.128%, and the market value of Hong Kong stocks was HK $ 83088 billion.

2. What should I think of the decline in the good stock price?

We see that the current quarterly profit of Lenovo Group has reached a record high, but the overall stock price recognition has not reached expectations. What should we think of this?

First of all, for the current Lenovo Group, this financial report is very remarkable. After all, from the perspective of the overall market development, Lenovo Group has formed a very comprehensive market development system. Above, with a strong market development advantage, and in other business areas such as SSG business and ISG business, Lenovo has relatively good market performance. The most important reason for these market performance for the entire Lenovo is that Lenovo has begun to have its own differentiated competitive advantage. After Lenovo's market development process has differentiated competition advantages, Lenovo can be in its own development. With more performance growth points, help Lenovo find its own market advantages in the process of market development, so as to form a strong market support. This is the biggest value of Lenovo's current financial report.

Secondly, from the perspective of Lenovo's long -term development, the market development of the entire Lenovo actually has its order and logic. The overall Lenovo development steps are very clear. In recent years There have been relatively good progress, and the market development advantage of the entire Lenovo is very significant, so we also have full reasons to believe that as long as Lenovo can further make a difference in these fields, it is likely that the process of market development is likely There is a better performance. Especially in recent years, Lenovo's investment in R & D has gradually increased its expectations for the entire Lenovo's market sustainability. Therefore, from the perspective of market expectations, Lenovo's market expectations are worth looking forward to.

Third, why is Lenovo's stock price performance not as good as market expectations? We can think that it is currently facing a large market for listed companies, especially science and technology stock listed companies. Worried, the current problem is a problem with the common possession of science and technology stocks. The impact of the macro environment and market expectations is very large on the performance of the stock. Therefore, we also see that the current Lenovo may need to further enhance the market expectations of the market, so that the market can more believe in the long -term market development trend of Lenovo. Only in this way can we truly improve Lenovo in the process of Lenovo. Your own stock market performance

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