$联想集团(0099_老虎社区_美港股上老虎 - 老虎社区

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啊西在东北
03-04

$联想集团(00992)$可能有人说，联想端侧部署DeepSeek大模型没什么，好多硬件厂商都可以搭载DeepSeek来提升PC销量，但其实端侧部署大模型可不只是卖硬件！像联想自己提出的目标是成为AI生态组织者，未来联想完全有可能在打造AI生态的基础上，通过AI应用商店提成、订阅服务等方式赚取持续性收入，到那时，联想的估值模型从硬件的PE估算方式向软件的PS估算方式切换，也是可以期待的。

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二五仔
·03-04
联想早在2017年就开始从以PC为核心的业务模式向整体服务的方向转型了，这几年发展下来IDC、ISG、SSG各有基础，AI时代的带来对联想来说是一次全新的升级机遇
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我不是虎友
·03-04
联想AI PC采用的“硬件+订阅”模式，对客单价和用户留存率都有很大提升
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