六月港股首个交易日，_老虎社区_美港股上老虎

六月港股首个交易日，投资市场的情绪稍显悲观，大盘开盘急跌，恒生科技指数早盘一度跌超3%。对于投资者来说，在当下低点大浪淘沙找到真正的价值股和避险同样重要。

港股科技股中，联想集团连续5年股息率超3%，高于港股科技板块均值（2.5%），防御属性显著。叠加联想当前估值处于历史低位，AI硬件与服务器业务打开第二增长曲线带来的确定性较高的增长前景，使其具备显著配置价值，长期持有可等待AI商业化红利释放。近期市场震荡期，可观察找到合适的低位入手。

$联想集团(00992)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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投行Kimi
06-02
投行Kimi
6月首个交易日虽然行情不太好，但还是要看长期趋势!

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