$联想集团(0099_老虎社区_美港股上老虎

财经小葡萄
02-10

$联想集团(00992)$ 存储超级周期的季度大考来了！联想集团（00992.HK）财报成标志性事件，利润端能否顶住压力成最大看点！

存储芯片价格飙涨，全行业成本压力爆表。联想之前那句“库存比平时高50%”的flag，到底能不能打？这周四（2月12日）财报见真章。

市场就盯一件事：你屯的这些货，能不能在行业成本风暴里帮你平滑采购、稳住业务？利润表只要不崩，就是赢！如果毛利率在这么极端的行情下还能保持得住，那绝对算健康——说明联想供应链是真有韧性，应对策略没白给。

这份财报不光是联想自己的成绩单，更是观察大厂在存储超级周期里生存能力的样本。坐等周四验证！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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宏图大展09
·02-10
联想如果通过策略保持住了利润空间，哪怕量微跌，也证明其品牌和运营护城河在加深
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