据彭博社报道，联想集团股价今日（8月13日）在香港狂飙22%，再创历史新高——这已是这家电脑制造商今年第N次刷新纪录。年内涨幅累计突破280%，稳居恒生中国企业指数涨幅榜首位。
一切源于一份远超预期的财报：联想最新季度营收同比暴增43%，大幅碾压分析师预期。
花旗分析师黄嘉雯（Kyna Wong）在报告中直言，这份业绩“实现了全面强劲的超预期表现，进一步夯实了AI驱动的结构性增长叙事”。
市场的逻辑已经彻底变了。
今年以来，投资者正在快速“翻篇”——不再把联想当作一家传统的PC公司来估值，而是将其重新定义为AI基础设施核心标的。数据中心投资狂潮正在疯狂拉动服务器需求，而联想正是这场基建盛宴的关键供应商之一。
换言之，AI服务器已成为联想的全新盈利引擎，而市场显然愿意为这个新故事支付更高的溢价。
PC时代的老巨头，正被AI时代重新定价。（AI研究院）
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