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虎咪

IP属地：贵州

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- 虎咪虎咪
  ·09-29
  $贵州茅台(600519)$ 三手亏了两万多块了，愁死我了
  148 评论
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- 虎咪虎咪
  ·09-28
  $贵州茅台(600519)$
  141 评论
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- 虎咪虎咪
  ·09-27
  现在还没找到自己的位置，风口一停就会掉下去，继续做苦生意
  联想，卖掉了自己的“铁饭碗”
  为什么联想选择在这个时候，卖掉一家多年持续稳定赚钱的银行？这也成为联想出售BIL的核心原因之一。02联想为什么卖掉下金蛋的鸡？花旗数据显示，联想控股长期存在较大的资产净值折让，目前折价幅度甚至接近75%。除了少数自带AI光环的公司还能享受叙事溢价，市场已经不再把“老登资产”当作估值依据。银行依然能下金蛋，但资本市场现在更想听的，是另一个故事：联想能不能在AI基础设施里，找到自己的位置。
  联想，卖掉了自己的“铁饭碗”
  105 评论
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- 虎咪虎咪
  ·06-23
  $腾讯控股(00700)$ 要增加民众的财产性收入，谁说的？[财迷]
  1,267 评论
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- 虎咪虎咪
  ·06-17
  $贵州茅台(600519)$ 信仰要崩塌了，千元以下再加仓
  2,590 2
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- 虎咪虎咪
  ·05-21
  $腾讯控股(00700)$ 拿着腾讯加茅台真苦命啊[捂脸]
  1,439 评论
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- 虎咪虎咪
  ·05-14
  $泡泡玛特(09992)$ 为什么主力不等涨高了再卖？
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- 虎咪虎咪
  ·01-30
  $联想控股(03396)$ 渐渐觉得投了一箩筐九死一生的人工智能，不如在一棵树上摘成熟的果子
  2,706 评论
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- 虎咪虎咪
  ·01-28
  $贵州茅台(600519)$ 酒抢手买不到，股价确跌，奇怪了
  2,016 评论
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- 虎咪虎咪
  ·01-22
  茅台酒抢手货都买不到，为什么有人在抛股票
  2,439 评论
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15:57","market":"sh","language":"zh","title":"联想，卖掉了自己的“铁饭碗”","url":"https://stock-news.laohu8.com/highlight/detail?id=2670476372","media":"蓝鲸财经","summary":"为什么联想选择在这个时候，卖掉一家多年持续稳定赚钱的银行？这也成为联想出售BIL的核心原因之一。02联想为什么卖掉下金蛋的鸡？花旗数据显示，联想控股长期存在较大的资产净值折让，目前折价幅度甚至接近75%。除了少数自带AI光环的公司还能享受叙事溢价，市场已经不再把“老登资产”当作估值依据。银行依然能下金蛋，但资本市场现在更想听的，是另一个故事：联想能不能在AI基础设施里，找到自己的位置。","content":"<html><body><blockquote><p>文｜超聚焦</p></blockquote><p>你可能没想到，过去几年联想最稳定的利润来源并不是卖电脑，而是来自于一家欧洲银行。</p><p>2025年，<a href=\"https://laohu8.com/S/03396\">联想控股</a>下的卢森堡国际银行（BIL）实现净利润约2.1亿欧元，按持股比例计算，为联想控股贡献约1.9亿欧元利润，约合15亿人民币，占到联想控股当年净利润的15.3%。</p><p>而这笔稳定的收入，则能追溯到近10年之前。</p><p>2017年，联想控股花费约16亿欧元收购卢森堡国际银行（BIL）近90%的股权。此后多年，这家百年银行持续贡献利润，成为联想控股多元化版图中少数稳定的现金流资产。</p><p>但也正是这样一只持续“下金蛋”的鸡，却要被联想摆上拍卖席。</p><p>据英国金融时报消息，联想控股已启动出售卢森堡国际银行（BIL）约90%股权的流程，并聘请高盛协助寻找买家，初步报价截止时间预计在9月底。市场消息显示，BIL整体估值可能达到25亿欧元以上，意味着这笔持有近9年的投资有望实现增值。</p><p>为什么联想选择在这个时候，卖掉一家多年持续稳定赚钱的银行？</p><p>答案或许不在银行本身，而在一个更大的变化：中国企业过去十多年热衷打造“大而全”的资产版图，而AI时代的资本市场，正在重新奖励另一类拥有技术、算力和产业控制力的科技公司。</p><p>01买银行的联想曾经想成为“中国版<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>”</p><p>把时间拨回2017年，联想收购卢森堡国际银行（BIL），并不是一次简单的跨界投资，而是大多数中国巨头企业都选择的一条路。</p><p>当时，中国企业正在经历一轮轰轰烈烈的全球化资产扩张，在很多企业眼里，未来的竞争已经不只是把一门生意做好，而是要成为一家能够配置全球资源的产业集团。</p><p>于是，中国企业开始走向海外，买酒店、买保险、买地产、买金融牌照。它们共同相信，未来竞争的是谁成为能够配置全球资源的产业集团，甚至打造出一家类似伯克希尔·哈撒韦的产业投资<a href=\"https://laohu8.com/S/00776\">帝国</a>。</p><p>联想控股也不例外，与专注PC业务的<a href=\"https://laohu8.com/S/00992\">联想集团</a>不同，它从成立之初就希望成为多元化产业投资集团，它希望左手拥有科技制造资产，右手通过资本配置寻找新的增长机会。</p><p>从这个角度看，2017年出海收购并不突兀，而被收购的BIL也确实是优质资产。</p><p>BIL成立于1856年，是卢森堡历史最悠久的<a href=\"https://laohu8.com/S/FISI\">金融机构</a>之一，业务覆盖私人银行、财富管理和企业金融。联想控股从卡塔尔投资机构Precision Capital手中收购近90%股权，当时对银行估值约16亿欧元。更重要的是，BIL代表的不只是稳定的现金流，更是一张进入欧洲金融体系的牌照。</p><p>在联想出海的同时，中国企业也掀起了海外并购潮：<a href=\"https://laohu8.com/S/600221\">海航</a>从航空公司扩张到酒店、金融、物流等领域，在海外大量收购资产；安邦依靠保险资金在全球配置长期资产，收购了包括纽约华尔道夫酒店在内的海外资产；万达大举布局海外地产和影视；<a href=\"https://laohu8.com/S/02196\">复星</a>则长期以“全球买手”模式，在保险、消费、医药等领域全球投资。</p><p>它们背后有一个类似的判断：中国企业已经拥有制造能力，但要真正成为全球企业，还需要补上海外资产、品牌和金融能力。在那个时代，拥有更多资产，意味着更强的全球化能力。</p><p>但后来，环境突然发生了剧烈的变化。</p><p>一方面是融资环境改变，过去依靠高杠杆推动海外扩张的模式，越来越难以持续。部分企业在快速扩张之后，面临流动性压力，不得不出售资产、降低负债；另一方面则是全球化环境改变，海外监管、地缘关系和投资环境更加复杂，“买遍全球”的路径不再像过去那样顺畅。</p><p>于是，中国企业开始从“买资产”转向“管资产”：海航因经营不善进入重整，全国第四大保险集团安邦被监管接管，万达在地产下行过程中忍痛出售大量海内外资产，复星也在谣言四起中持续调整资产组合，共同成为了海外并购潮退潮后最典型的注脚。</p><p>不过，这并不意味着海外资产本身是一场失败，很多资产依然创造价值。而联想控股的BIL就是最好的例子，它不仅没有成为负担，反而成为近年稳定的利润来源。</p><p>但哪怕BIL仍然在持续盈利，已经不再是当下市场的香饽饽：除了少数受益于人工智能发展的Halo型企业还能享受戴维斯双击的红利外，市场已经不再把“拥有多少资产”当作核心估值依据。</p><p>过去，企业追求的是“大而全”的综合集团；如今，市场更关心：你究竟掌握什么核心能力？未来增长来自哪里？</p><p>这也成为联想出售BIL的核心原因之一。</p><p>02联想为什么卖掉下金蛋的鸡？</p><p>如果只看BIL本身，这像是一笔失败的投资，但现实恰恰相反，过去几年BIL一直稳定为联想控股贡献利润，甚至算得上联想控股最可靠的现金流来源之一。</p><p>那么一家年年下金蛋的银行，怎么就被摆上了拍卖席？</p><p>市场消息说，此次出售BIL约90%股权，潜在估值可能达到25亿欧元以上。对比2017年约16亿欧元的收购价，持有近9年后，BIL整体估值已经上涨。若按25亿欧元估算，联想手中约90%股权价值约22.5亿欧元，相比当年成本，账面增值超过7亿欧元。</p><p>花旗也认为，这个价格基本符合BIL自身价值，甚至略高于此前市场估算。说白了，联想不是在甩掉一个失败资产，而是在一个合适的价格上，兑现一项成熟投资。</p><p>但账算得过来，不代表这笔交易只是为了赚钱。投资者更关心这样一家银行，还能不能帮联想在资本市场拿到更高的评价？</p><p>过去十年，联想控股一直在搭建一个庞大的资产版图。它有联想集团这样的科技制造资产，有BIL这样的欧洲金融资产，有君联资本、弘毅投资这样的投资平台，还有新材料、农业等产业布局。</p><p>从经营角度看，这叫分散风险，但从资本市场角度看，投资者很难给它贴一个清晰的标签。</p><p>它到底是科技公司，是金融控股公司，还是产业投资集团？当一家企业什么都有时，市场往往不会简单地把所有资产价值相加，反而会先给一个折扣。</p><p>花旗数据显示，联想控股长期存在较大的资产净值折让，目前折价幅度甚至接近75%。换句话说，如果旗下资产价值100元，资本市场可能只愿意给25元左右。不是资产没有价值，而是市场不知道这些资产未来会怎样创造增长。这才是很多综合型控股公司最难受的地方，拥有更多资产，并不等于拥有更高估值。</p><p>更深一层的变化，则来自AI。</p><p>比融资环境和流动性更根本的，是AI催化下资本市场估值逻辑的转向。除了少数自带AI光环的公司还能享受叙事溢价，市场已经不再把“老登资产”当作估值依据。</p><p>过去十年，稳定现金流是一种稀缺能力，银行、地产、消费品牌这些成熟资产，因为能持续产生利润，受到资本青睐，但进入AI时代，资本市场追逐的东西变成了星辰大海。</p><p>而黄仁勋对联想集团董事长兼CEO杨元庆预言的“今年将是属于你们的一年，我感受到了。（This is going to be your year, I can feel it.）”，也再度点燃了市场对联想AI转型的期待。</p><p>所以，出售BIL并不是联想在否定过去。2017年买银行，是全球化时代的答案；今天卖银行，是AI时代重新配置资本的选择。</p><p>银行依然能下金蛋，但资本市场现在更想听的，是另一个故事：联想能不能在AI基础设施里，找到自己的位置。</p></body></html>","source":"lanjinger_stock","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，卖掉了自己的“铁饭碗”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联想，卖掉了自己的“铁饭碗”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-26 15:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1789990592814374643><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜超聚焦你可能没想到，过去几年联想最稳定的利润来源并不是卖电脑，而是来自于一家欧洲银行。2025年，联想控股下的卢森堡国际银行（BIL）实现净利润约2.1亿欧元，按持股比例计算，为联想控股贡献约1.9亿欧元利润，约合15亿人民币，占到联想控股当年净利润的15.3%。而这笔稳定的收入，则能追溯到近10年之前。2017年，联想控股花费约16亿欧元收购卢森堡国际银行（BIL）近90%的股权。此后多年，...</p>\n\n<a href=\"https://www.lanjinger.com/d/1789990592814374643\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80992":"联想集团-R","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","TCHI":"iShares MSCI China Multisector Tech ETF","LU0048580855.USD":"富达大中华区A","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) 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Capital手中收购近90%股权，当时对银行估值约16亿欧元。更重要的是，BIL代表的不只是稳定的现金流，更是一张进入欧洲金融体系的牌照。在联想出海的同时，中国企业也掀起了海外并购潮：海航从航空公司扩张到酒店、金融、物流等领域，在海外大量收购资产；安邦依靠保险资金在全球配置长期资产，收购了包括纽约华尔道夫酒店在内的海外资产；万达大举布局海外地产和影视；复星则长期以“全球买手”模式，在保险、消费、医药等领域全球投资。它们背后有一个类似的判断：中国企业已经拥有制造能力，但要真正成为全球企业，还需要补上海外资产、品牌和金融能力。在那个时代，拥有更多资产，意味着更强的全球化能力。但后来，环境突然发生了剧烈的变化。一方面是融资环境改变，过去依靠高杠杆推动海外扩张的模式，越来越难以持续。部分企业在快速扩张之后，面临流动性压力，不得不出售资产、降低负债；另一方面则是全球化环境改变，海外监管、地缘关系和投资环境更加复杂，“买遍全球”的路径不再像过去那样顺畅。于是，中国企业开始从“买资产”转向“管资产”：海航因经营不善进入重整，全国第四大保险集团安邦被监管接管，万达在地产下行过程中忍痛出售大量海内外资产，复星也在谣言四起中持续调整资产组合，共同成为了海外并购潮退潮后最典型的注脚。不过，这并不意味着海外资产本身是一场失败，很多资产依然创造价值。而联想控股的BIL就是最好的例子，它不仅没有成为负担，反而成为近年稳定的利润来源。但哪怕BIL仍然在持续盈利，已经不再是当下市场的香饽饽：除了少数受益于人工智能发展的Halo型企业还能享受戴维斯双击的红利外，市场已经不再把“拥有多少资产”当作核心估值依据。过去，企业追求的是“大而全”的综合集团；如今，市场更关心：你究竟掌握什么核心能力？未来增长来自哪里？这也成为联想出售BIL的核心原因之一。02联想为什么卖掉下金蛋的鸡？如果只看BIL本身，这像是一笔失败的投资，但现实恰恰相反，过去几年BIL一直稳定为联想控股贡献利润，甚至算得上联想控股最可靠的现金流来源之一。那么一家年年下金蛋的银行，怎么就被摆上了拍卖席？市场消息说，此次出售BIL约90%股权，潜在估值可能达到25亿欧元以上。对比2017年约16亿欧元的收购价，持有近9年后，BIL整体估值已经上涨。若按25亿欧元估算，联想手中约90%股权价值约22.5亿欧元，相比当年成本，账面增值超过7亿欧元。花旗也认为，这个价格基本符合BIL自身价值，甚至略高于此前市场估算。说白了，联想不是在甩掉一个失败资产，而是在一个合适的价格上，兑现一项成熟投资。但账算得过来，不代表这笔交易只是为了赚钱。投资者更关心这样一家银行，还能不能帮联想在资本市场拿到更高的评价？过去十年，联想控股一直在搭建一个庞大的资产版图。它有联想集团这样的科技制造资产，有BIL这样的欧洲金融资产，有君联资本、弘毅投资这样的投资平台，还有新材料、农业等产业布局。从经营角度看，这叫分散风险，但从资本市场角度看，投资者很难给它贴一个清晰的标签。它到底是科技公司，是金融控股公司，还是产业投资集团？当一家企业什么都有时，市场往往不会简单地把所有资产价值相加，反而会先给一个折扣。花旗数据显示，联想控股长期存在较大的资产净值折让，目前折价幅度甚至接近75%。换句话说，如果旗下资产价值100元，资本市场可能只愿意给25元左右。不是资产没有价值，而是市场不知道这些资产未来会怎样创造增长。这才是很多综合型控股公司最难受的地方，拥有更多资产，并不等于拥有更高估值。更深一层的变化，则来自AI。比融资环境和流动性更根本的，是AI催化下资本市场估值逻辑的转向。除了少数自带AI光环的公司还能享受叙事溢价，市场已经不再把“老登资产”当作估值依据。过去十年，稳定现金流是一种稀缺能力，银行、地产、消费品牌这些成熟资产，因为能持续产生利润，受到资本青睐，但进入AI时代，资本市场追逐的东西变成了星辰大海。而黄仁勋对联想集团董事长兼CEO杨元庆预言的“今年将是属于你们的一年，我感受到了。（This 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