智通财经APP获悉，联想控股(03396)涨超17%，截至发稿，涨17.27%，报20.3港元，成交额7.09亿港元。
消息面上，联想控股此前发盈喜，预期今年上半年取得归属于公司权益持有人的净利润不少于人民币20亿元，同比增长不低于186%。主要受益于资本市场回暖，产业孵化与投资板块的投资业务扭亏为盈。值得关注的是，联想集团作为公司核心资产，已不再是传统PC企业，而是深度受益于AI浪潮的科技巨头。
联想集团最新发布的首财季营收创单季度历史新高，AI服务器储备订单大增至3600亿元。国投证券近期研报指出，展望后续，联想集团仍是公司利润的主要来源，联泓新科处于产能释放期，产业投资板块则受益于资本市场回暖和被投项目上市，预计公司盈利修复趋势有望延续。
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