异动解读|联想集团盘中上涨3.21%,首财季业绩大超预期后延续强势

行情直击
Aug 14

8月14日,联想集团盘中上涨3.21%,报36.04港元,成交额28.87亿港元,延续前一交易日大涨20%后的上行动能。

消息面上,联想集团8月13日披露首财季业绩大幅超出市场预期:营收269.43亿美元,同比增长43%,创单季历史新高;经调整净利润10.75亿美元,同比增长176%,首次突破10亿美元关口。AI相关业务收入同比增长60%,占集团总收入35%;AI服务器在手订单储备达540亿美元,环比增长157%。高盛、花旗均维持"买入"评级,高盛指出收入较其预期高出22%。董事长杨元庆表示千亿美元营收目标有望在本财年内达成,AI需求仍处于起步阶段。受联想业绩带动,美股戴尔、慧与科技等AI服务器供应商同步走高。

联想集团主要从事开发、制造和销售科技产品及提供服务,业务涵盖智能设备、基础设施方案及方案服务三大板块。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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