《大行》华泰证券:联想(00992.HK)AI业务占比提升 维持“买入”评级

阿斯达克财经
Feb 16

华泰证券发表研究报告指出,联想(00992.HK) 公布2026财年第三季业绩,收入222亿美元,按年增长18%,超出彭博一致预期约7%。非香港财务报告准则归母净利润5.89亿美元,按年增长36%,大幅超出彭博一致预期的4.63亿美元约27%,受益于全球混合式AI需求,集团AI相关业务营收占比按季提升2个百分点至32%。通过业绩会,该行认为,在储存等零部件涨价背景下,联想凭全球PC出货量第一的规模...

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