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港股异动 | 联想集团(00992)涨超6% AI PC与服务器有望带动公司增速不断提升

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联想集团(00992)涨超6%,截至发稿,涨5.94%,报9.63港元,成交额2.62亿港元。

消息面上,2月26日-29日,2024 MWC(世界移动通信大会)在西班牙巴塞罗那举办,期间,联想集团携全景式AI终端、基础设施和解决方案组合亮相,并展示两款挑战传统个人电脑和智能手机外形的新概念产品,即ThinkBook透明屏笔记本电脑和自适应摩托罗拉智能手机。

此外,公司近期发布2024财年三季报,其中,Q3实现收入157.21 亿美元,同比增长3%,环比增长9%;实现归母净利润3.37 亿美元,环比增长35%。华金证券指出,公司作为全球PC龙头,将充分受益于PC市场逐渐回暖,同时,AI PC和AI 服务器的快速渗透将带动公司增速的不断提升。

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