6月29日， 联想集团盘中跌近10%。
市场主要关注内存成本上行对公司终端硬件业务的压力，AI需求推高存储价格并带来供应紧张，若成本继续向PC、服务器等产品传导，或压制市场对后续利润率和出货表现的预期。
此前联想股价受AI PC、AI服务器及基础设施业务改善预期推动已有较大涨幅，在成本扰动升温后，部分资金选择兑现收益，也加剧了盘中回调幅度。
6月29日， 联想集团盘中跌近10%。
市场主要关注内存成本上行对公司终端硬件业务的压力，AI需求推高存储价格并带来供应紧张，若成本继续向PC、服务器等产品传导，或压制市场对后续利润率和出货表现的预期。
此前联想股价受AI PC、AI服务器及基础设施业务改善预期推动已有较大涨幅，在成本扰动升温后，部分资金选择兑现收益，也加剧了盘中回调幅度。
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