$联想集团(0099_老虎社区_美港股上老虎

爱上趋势股
08-13 15:24

$联想集团(00992)$ 一个组装PC厂，竟然变成AI科技巨头了！

联想估值被重塑，原因是AI 服务器业务营收翻倍、利润率持续飙升。它很早就在中美欧三地建设了算力中心，为AI大模型提供服务。由于国际化做的比较好（中国皮，美国心），来自欧美的订单非常多，这个竞争力是国内算力公司无法匹及的。

目前，它的AI 服务器在手订单已经达到540 亿美元，AI 相关收入同比 + 60%，占总营收 35%。

总之，算是彻底蜕变了，所以估值也重塑了！[开心]

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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