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国补→提振消费专项方案→发展高层论坛定调，消费刺激三连击，最新的“综合施策扩大消费”给科技硬件和电子消费品又一通利好输出。

AI PC换机潮临近，联想全球24%市占率铁王座，C端B端通吃，消费电子+AI双buff，ASP提升15%、Q3财报毛利跳涨都是可期的，这波跟不跟？

$联想集团(00992)$

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黑悟空_神话
03-25
黑悟空_神话
换机潮不说，国补持续发力有望让联想进一步提升市场份额，综合实力还是很出色的，可以考虑。

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