近日，高盛发布研报称，联想FY3Q26业绩公布后维持积极看法，认为其在存储成本上行周期中受冲击相对较小，得益于领先的市场地位、规模优势以及较高的商用机型占比。服务器业务方面，高盛看好公司通过扩大CSP客户渗透及提升AI服务器占比，实现收入规模与盈利能力同步改善。基于收入上调及费用率优化，高盛将FY2026净利润预测上调13%。
Source Link近日，高盛发布研报称，联想FY3Q26业绩公布后维持积极看法，认为其在存储成本上行周期中受冲击相对较小，得益于领先的市场地位、规模优势以及较高的商用机型占比。服务器业务方面，高盛看好公司通过扩大CSP客户渗透及提升AI服务器占比，实现收入规模与盈利能力同步改善。基于收入上调及费用率优化，高盛将FY2026净利润预测上调13%。
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