智通财经APP获悉，联想集团(00992)反弹超3%。消息面上，SpaceX与超微电脑最新发布的财报均超出市场预期，提振了市场对AI交易的信心。第三季度，SpaceX的AI营收同比增长逾9倍，达到75.6亿美元，首次成为公司最大收入来源。超微电脑预计截至9月30日的季度营收同比暴增279%，较此前指引上调约27%，毛利率亦升至12%-12.5%。受此提振，美股AI交易概念盘后齐涨，戴尔科技涨超6%，新兴云计算公司CoreWeave涨超4%。
花旗日前指出，近期市场对高杠杆AI基础设施运营商的忧虑引发AI供应链波动，但联想集团对高风险新型云客户的直接敞口仍然有限，加上风险控制稳健及应收账款保险全面，可缓解资产负债表方面的疑虑。该行预期ISG继续是主要盈利引擎，第二财季收入同比增长135%，经营利润率维持在9%。
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