AI驱动增长提速 中信证券给予联想集团目标价13港元

格隆汇
Feb 24

(原标题:AI驱动增长提速 中信证券给予联想集团目标价13港元)在AI算力需求加速释放、终端换机周期逐步开启的背景下,联想集团交出一份超预期的季度成绩单。中信证券最新发布研报指出,公司FY26Q3营收与利润双双提速,盈利能力稳步提升,AI相关业务成为核心增长引擎。在产业链议价能力与全球布局优势支撑下,公司有望在零部件涨价周期中保持业绩韧性,维持"买入"评级,目标价13港元。营收利润双升,AI业务...

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