智通财经APP获悉，联想集团(00992)逆市涨超3%。消息面上，近日，市场研究机构IDC最新发布的2026年第二季度全球服务器市场数据显示，联想集团成为本季度在全球x86服务器市场中表现最突出的头部厂商：营收同比增长96.0%、环比增长46.9%，稳居全球第二；联想x86服务器出货量同比增长45.6%，增速位居主要厂商首位，大幅高于全球市场8.9%的整体增速。并首次在全球x86服务器市场的出货量排名中登顶第一。
值得一提的是，戴尔上周五股价创历史新高，其最新披露的业绩全面超预期，并大幅上调全年业绩指引，进一步印证AI基础设施投资热潮持续升温。此前，甲骨文管理层在业绩说明会上重申2027财年资本支出计划高达900亿至950亿美元，用于扩建AI数据中心及相关基础设施，并直接点名戴尔与HPE将是这笔支出的主要承接方。
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