$联想集团(0099_老虎社区_美港股上老虎

忙碌人
2024-10-07

$联想集团(00992)$ 华安证券近期发表研报，首次覆盖联想集团并给予了“增持”评级。华安证券认为，联想集团本身是PC行业领军企业，首先推出AIPC产品使公司具备先发优势，另外值得注意的是，AI大模型的高速迭代产生的海量算力需求使AI服务器的需求也不断扩大，AI赋能服务器业务有望为联想集团提供增量。

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昂哥1987
·2024-10-07
一横五纵的基础设施布局，带来高效算力使用方案，最后都转化为对客户的价值和联想自身的投资价值~
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