智通财经APP获悉，联想集团(00992)盘中涨超4%。截至发稿，涨2.29%，报36.56港元，成交额19.33亿港元。
消息面上，近日，戴尔科技集团首席执行官Michael Dell向投资者表示，人工智能热潮之下，算力设备与个人电脑价格将持续走高，硬件设备芯片的“结构性短缺”问题大概率会在2027年进一步恶化。
值得注意的是，联想集团高级副总裁兼首席财务官郑孝明近日直言，联想的估值大概是戴尔的七分之一，但我们的收入和净利润并没有相差7倍。这方面我们是完全被市场低估的。他强调，联想未来长期净利率可看到5%-8%，对标戴尔盈利水平。
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