港股详情

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联想集团

12.320

-0.300-2.38%

成交量：3,511.33万

成交额：4.37亿

市值：1,528.25亿

市盈率：18.86

高：12.580

开：12.400

低：12.240

收：12.620

数据加载中...

总览公司新闻公告

全球折叠屏季度出货罕见大跌18%：华为超三星成第一，荣耀联想进前五

联想基金会再出400万元启动“小数苗”

微博财经-财道工作室

联想集团刘军：与DeepSeek深入合作，加速企业智能落地

联想集团推出系列AI工作站和AI一体机提供智能体部署一站式综合解决方案

刘军：联想将成全球首个端侧部署DeepSeek的AI PC品牌

联想CFO“新老交替”，股价大涨15%

阿里、联想、B站大涨超14%，中国科技股迎来重估

联想17年老将黄伟明退休，新任CFO曾是京东集团高管

南方都市报

港股收盘：科指涨6.53% 科技股表现强势领涨大盘

【券商聚焦】华泰证券维持联想集团(00992)“买入”评级指ISG业务受益于国内算力建设

【高盛：维持联想集团(00992.HK)“买入”评级升目标价至14.9港元】高盛发布研报称，维持联想集团(00992.HK)“买入”评级，目标价由13.28港元升至14.9港元。该行考虑到公司上季业绩，上调2025财年及2026财年纯利预测分别23%和4%，主要由于营收增加，反映看好联想2025财政年度人工智能个人电脑产能提升，以及人工智能服务器扩张，且对2027至2028财年预测基本不变。（智通财经）

联想集团乔健：中国已经掌握了把制造做到高效率低成本的精髓

高盛：维持联想集团(00992)“买入”评级升目标价至14.9港元

美银：上调联想集团目标价至11.9港元重申“中性”评级

【港股数据中心板块持续上涨，新意网集团大涨22%】港股数据中心板块持续上涨，新意网集团大涨22%，联想集团、中国通信服务涨超13%，万国数据、中国联通、中国电信均涨超10%。

混合式AI布局收获成效，AI PC巨头驶入加速增长通道

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科技股表现强势领涨大盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2513553932","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513553932?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 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指ISG业务受益于国内算力建设","url":"https://stock-news.laohu8.com/highlight/detail?id=2513255643","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513255643?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 16:06","pubTimestamp":1740125172,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发研报指，联想集团 公布3QFY25业绩，收入188亿美元，同比增长20%，其中IDG收入同比增长12%，主因游戏本与高端工作站表现出色，ISG收入同比增长59%，主因国产云厂商强劲需求驱动，SSG收入同比增长12%。该行表示，本季度IDG收入同比增长12%，其中PC业务收入同比增长11%，主要受益于游戏本与高端工作站销售稳健，智能手机收入同比增长21%，主因摩托罗拉品牌在欧洲、中东、非洲、亚太等地区持续的份额提升。IDG经营利润率7.25%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953679","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00992","06886"],"gpt_icon":0},{"id":"2513253131","title":"【高盛：维持联想集团(00992.HK)“买入”评级 升目标价至14.9港元】高盛发布研报称，维持联想集团(00992.HK)“买入”评级，目标价由13.28港元升至14.9港元。该行考虑到公司上季业绩，上调2025财年及2026财年纯利预测分别23%和4%，主要由于营收增加，反映看好联想2025财政年度人工智能个人电脑产能提升，以及人工智能服务器扩张，且对2027至2028财年预测基本不变。（智通财经）","url":"https://stock-news.laohu8.com/highlight/detail?id=2513253131","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513253131?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 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15:52","pubTimestamp":1740124320,"startTime":"0","endTime":"0","summary":"联想集团高级副总裁、首席战略官和首席市场官乔健2月21日在“开年第一问：信心与责任出海”活动中表示，制造能力是中国企业在全球化过程中最好的一个定位。\n　　她认为，中国在过去二三十年里，已经掌握了怎么把制造做到高效率低成本的精髓。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-02-21/doc-inemfscz2744744.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0791591158.USD","LU0310800965.SGD","00992","LU0791590937.USD","LU0572939691.SGD","LU0572940350.SGD","LU0052756011.USD","IE00B0JY6N72.USD","80992","LU1267930227.SGD","BK1607","IE0034224299.USD","LU0128525689.USD","HK0000306701.USD","LU1366334578.USD","LU1366334651.USD","BK1193","LU0264606111.USD","BK1526","HK0000320264.USD","LNVGY","IE0032431581.USD","LU2242644610.SGD","HK0000320223.HKD","HK0000306685.HKD"],"gpt_icon":0},{"id":"2513253328","title":"高盛：维持联想集团(00992)“买入”评级 升目标价至14.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2513253328","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513253328?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 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重申“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2513259969","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513259969?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 15:23","pubTimestamp":1740122580,"startTime":"0","endTime":"0","summary":"格隆汇2月21日｜美银证券发表研报指，联想集团截至去年12月底止2025财年第三季度经营利润按年增长12%至6.88亿美元，符合该行及市场预期，在Windows 11周期下个人电脑业务强劲，带动智能设备业务向好。美银重申“中性”评级，将2025至2027财年盈利预测上调5%至23%，目标价从10港元上调至11.9港元，认为当前估值合理。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2c91e638b25d0f47bf150fafe4b2b915","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-02-21/doc-inemfscz2733676.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00992"],"gpt_icon":0},{"id":"2513143231","title":"【港股数据中心板块持续上涨，新意网集团大涨22%】港股数据中心板块持续上涨，新意网集团大涨22%，联想集团、中国通信服务涨超13%，万国数据、中国联通、中国电信均涨超10%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2513143231","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513143231?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 14:25","pubTimestamp":1740119154,"startTime":"0","endTime":"0","summary":"港股数据中心板块持续上涨，新意网集团大涨22%，联想集团、中国通信服务涨超13%，万国数据、中国联通、中国电信均涨超10%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2c91e638b25d0f47bf150fafe4b2b915","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/21142548300472.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4505","600050","80992","BK1193","BK1526","00552","LU1366334651.USD","LU1064130708.USD","LNVGY","SG9999001069.SGD","BK4529","YANG","LU0791591158.USD","00992","BK0196","LU0791590937.USD","LU1366334578.USD","BK0082","SGXZ81163826.USD","BK1134","BK0006","BK1148","HSTECH","BK1588","BK4585","CHA","601728","IE0034224299.USD","LU0181495838.USD","BK4607","SG9999002950.SGD","CHU","SG9999003461.SGD","HK0000320223.HKD","BK1585","HSCEI","LU2148510915.USD","00728","BK0028","01686","BK4531","HK0000306701.USD","BK0188","BK4563","00762","SGXZ49509284.SGD","IE0032431581.USD"],"gpt_icon":0},{"id":"2513655239","title":"混合式AI布局收获成效，AI PC巨头驶入加速增长通道","url":"https://stock-news.laohu8.com/highlight/detail?id=2513655239","media":"赛迪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513655239?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 13:47","pubTimestamp":1740116846,"startTime":"0","endTime":"0","summary":"以联想集团来说，其作为布局混合式AI的科技厂商，正从业绩层面收获AI布局成效。此外，联想AI PC业务表现尤为突出。国泰君安表示，随着AI技术的普及，2025年AI PC换机加速，联想作为行业龙头将深度受益。民生证券、中金公司等多家机构认为，联想集团凭借混合式AI战略的前瞻性布局，已经迈入战略收获阶段。联想集团2024/25财年Q3财报显示，公司在营收和利润方面均取得了超预期的表现，尤其是在AI PC和混合式AI布局方面成效显著。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250221135141988d4602&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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