联想集团（00992.HK）今日盘中大涨5.18%，股价报11.34港元，成交额达7.32亿港元，表现强劲。该公司近期发布的2025/26财年第一季度业绩超出市场预期，成为推动股价上涨的主要因素。
根据公司公告，联想集团2025/26财年第一季度收入同比增长22%至188.3亿美元，权益持有人应占溢利同比增长108%至5.05亿美元。值得注意的是，公司三大主营业务均实现双位数增长，其中智能设备业务集团（IDG）、基础设施方案业务集团（ISG）和方案服务业务集团（SSG）分别同比增长17.8%、35.8%和19.8%。这一强劲表现主要得益于公司积极把握人工智能（AI）带来的结构性增长机遇。
此外，市场对AI概念股的热情也推动了联想集团股价上涨。分析机构指出，当前AI大模型的用户渗透率仍较低，产业化应用周期才刚刚开始，资本开支有望随着大模型收入的增长而增长。尽管如此，建银国际略微下调了联想集团的目标价，从15港元降至14.5港元，但仍维持"跑赢大市"评级，反映出市场对公司未来发展前景的信心。
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