财经小葡萄
04-03
估值还在消化,这话说得挺准
@财财日记:
$联想集团(00992)$ 联想今年到底行不行?今日我梳理一下 直接说结论:行,而且比大多数人想的要行。 刚收官的财年,AI业务收入翻倍,占到公司总营收三分之一。PC全球份额25.2%,手机海外进全球前四,服务器服务连续增长。 杨元庆4月1日亲口说,今年是联想史上最好一年,且未来两年的战略目标是营收突破1000亿美元!这种表态,不是股东大会上的套话,是誓师大会上对着全员说的。 国内AI政策持续加码,企业端采购周期开启,联想是国内最直接的受益标的之一。估值还在消化中,持续关注季报正式披露节点。
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