On September 4, LENOVO GROUP rose 4.19% in regular trading, trading at 31.52 HKD/share, with turnover of approximately 105 million HKD. Multiple catalysts converged to drive the rally.

On the news front, the Hang Seng Index quarterly review changes are set to take effect after market close on September 4, with Goldman Sachs estimating passive fund net inflows of up to USD 470 million for top beneficiaries including LENOVO GROUP. Meanwhile, Dell Technologies reported record Q2 revenue of USD 47 billion, up 58% year-over-year, with adjusted EPS surging 203%, reinforcing the high-demand trajectory for AI servers. As a core global partner of NVIDIA, LENOVO GROUP has seen its ISG segment revenue surge on a year-over-year basis, with AI server volumes and pricing both rising. Two brokerages — Open Source Securities and Northeast Securities — have named LENOVO GROUP a September top pick, citing undervalued ISG upside and NVIDIA Vera Rubin shipments as potential catalysts. Open Source Securities maintained a Buy rating, noting AI computing demand remains in a high-expansion phase.

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