联想集团（00992）今日盘中大幅拉升，涨幅达5.17%，引发市场关注。
消息面上，公司将于今日盘后披露2027财年首季业绩。市场普遍预期营收约222.74亿美元，同比增长28.19%。摩根士丹利此前指出，硬件类股盈利预测仍有上修空间，预计联想首财季收入可达240亿美元，并对其未来三个财年经调整纯利预测较市场共识高出14%至25%，目标价上调至34港元。
此外，公司AI服务器在手订单已达210亿美元，多家机构预计基础设施方案业务集团（ISG）收入同比增长45%至60%，成为本季度最大的增长弹性来源。强劲的业绩预期和AI服务器业务的高景气度，共同推动了股价盘中走强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.