港股异动 | 联想控股(03396)涨超10% 科技经营持续向好 公司盈利修复趋势有望延续

智通财经
Sep 18

智通财经APP获悉,联想控股(03396)涨超10%。截至发稿,涨10.31%,报21.82港元,成交额3.72亿港元。

消息面上,市场对联想集团AI基础设施业务增长前景的关注持续升温,该公司股价今日创下历史新高。国投证券此前指出,展望后续,联想集团仍是联想控股利润的主要来源,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。

今年上半年,联想控股实现收入3629.35亿元,同比增长29%,主要受益于旗下联想集团、联泓新科收入大幅增长;归母净利润22.30亿元,同比增长219%,由产业孵化与投资板块投资组合价值回升带动。如剔除一次性影响,归属于公司权益持有人净利润为58.12亿元,同比增长834%。

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