智通财经APP获悉，联想集团(00992)涨超4%，截至发稿，涨4.06%，报11.03港元，成交额11.37亿港元。
消息面上，联想集团董事会会议将于8月13日（交易时段后）举行，旨在（其中包括）审议及批准（如适用）集团截至2025年6月30日止三个月的未经审核财务业绩。里昂证券发布研报称，继7月5日上调预期后，进一步再度上调联想集团4-6月的盈利预期。原因在于，联想PC业务的出货量及利润率优于此前预期，服务器业务收入亦保持稳健。因此，将联想集团目标价从 11 港元上调至 12 港元，并维持跑赢大盘评级。
摩根大通指出，联想PC市场份额持续提升，构成良性收益循环。根据Gartner数据，联想4-6月份的PC出货量环比/同比分别增长12%/14%，摩根大通将此强劲表现归因于企业更换需求强于预期以及持续抢占美国同行的市场份额，推动其全球PC市场份额从2024年第二季度的24.7%上升至2025年第二季度的26.9%。更大的规模可能因更强的采购议价能力和更好的运营杠杆，在4-6月份带来潜在的利润率上行。
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