逐浪_0792
08-10 16:04
浪潮、曙光、紫光三大傻!
联想股价创历史新高,年内飙升逾220%,本周四将公布最新季度业绩
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15:53","market":"hk","language":"zh","title":"联想股价创历史新高,年内飙升逾220%,本周四将公布最新季度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2658964985","media":"新浪港股","summary":"8月10日,$联想集团$午后股价拉升,由跌转涨,股价涨逾3%,盘中最高触及28.98港元,再度刷新上市以来历史新高。今年以来累计涨幅已超220%,市值突破3500亿港元。市场分析认为,本轮股价突破历史新高,反映出联想集团的估值体系正从“传统PC制造商”向“AI基础设施核心供应商”切换。公司AI服务器在手订单已达210亿美元,接近基础设施方案业务全年营收规模。公司将于本周四公布2026/27财年第一季度业绩。","content":"<html><head></head><body><p style=\"text-align: left;\">8月10日,<a href=\"https://laohu8.com/S/00992\">联想集团</a>午后股价拉升,由跌转涨,股价涨逾3%,盘中最高触及28.98港元,再度刷新上市以来历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8e9c75c045a39082c603cf7675d7ac9\" data-align=\"center\" tg-width=\"966\" tg-height=\"605\"/><span></span></p><p style=\"text-align: left;\">8月以来,联想集团已累计上涨超22%,延续了5月以来的强劲升势——自5月至今股价累计涨幅约154%。今年以来累计涨幅已超220%,市值突破3500亿港元。</p><p style=\"text-align: left;\">市场分析认为,本轮股价突破历史新高,反映出联想集团的估值体系正从“传统PC制造商”向“AI基础设施核心供应商”切换。公司AI服务器在手订单已达210亿美元,接近基础设施方案业务(ISG)全年营收规模。</p><p style=\"text-align: left;\">公司将于本周四(8月13日)公布2026/27财年第一季度业绩。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测联想首季收入达240亿美元,同比增长27%;经调整纯利约7.88亿美元,同比增长102%,较市场预期高约12%,并将目标价由30港元上调至34港元,维持“增持”评级。供应链数据显示AI及通用服务器订单持续强劲,大摩认为市场可能低估了联想ISG的订单积压情况及盈利执行能力。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联想股价创历史新高,年内飙升逾220%,本周四将公布最新季度业绩</title>\n<style 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href=\"https://finance.sina.com.cn/stock/hkstock/2026-08-10/doc-inimvhfp8205669.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f10c5571533b425a393d535b40586ec","relate_stocks":{"80992":"联想集团-R","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK1526":"科网股","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD ACC","TCHI":"iShares MSCI China Multisector Tech ETF","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0572939691.SGD":"Janus Henderson Horizon 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ACC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/2026-08-10/doc-inimvhfp8205669.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2658964985","content_text":"8月10日,联想集团午后股价拉升,由跌转涨,股价涨逾3%,盘中最高触及28.98港元,再度刷新上市以来历史新高。8月以来,联想集团已累计上涨超22%,延续了5月以来的强劲升势——自5月至今股价累计涨幅约154%。今年以来累计涨幅已超220%,市值突破3500亿港元。市场分析认为,本轮股价突破历史新高,反映出联想集团的估值体系正从“传统PC制造商”向“AI基础设施核心供应商”切换。公司AI服务器在手订单已达210亿美元,接近基础设施方案业务(ISG)全年营收规模。公司将于本周四(8月13日)公布2026/27财年第一季度业绩。摩根士丹利预测联想首季收入达240亿美元,同比增长27%;经调整纯利约7.88亿美元,同比增长102%,较市场预期高约12%,并将目标价由30港元上调至34港元,维持“增持”评级。供应链数据显示AI及通用服务器订单持续强劲,大摩认为市场可能低估了联想ISG的订单积压情况及盈利执行能力。","news_type":1,"symbols_score_info":{"80992":0.6,"TCHI":0.6,"00992":2.1,"LNVGY":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/595275184575848"}
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