$联想集团(0099_老虎社区_美港股上老虎

财经小葡萄
04-03

$联想集团(00992)$ 联想中国区的业绩成色，不仅看PC，更要看其在企业级市场的增长。前三财季，企业基础设施业务营收增长近50%，整整跑赢市场47个百分点。更具信号意义的是，该板块已成功实现扭亏为盈。这意味着联想在云基础设施和战略客户群的布局已过盈亏平衡点，从前期的重投入阶段正式进入了人工智能红利期。这不仅仅是规模的叠加，更是联想在AI服务器及存储领域实现国产化替代与技术溢价的有力证明。

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