港股详情

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联想集团

12.440

-0.180-1.43%

成交量：6,592.85万

成交额：8.20亿

市值：1,543.14亿

市盈率：19.05

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

混合式AI布局收获成效，AI PC巨头驶入加速增长通道

DeepSeek推动PC销售，杨元庆：2025年有望近双位数增长

【港股通】联想集团(00992)涨14.09% 第三季净利同比增长1.05倍高盛视其为AIPC的早期受惠者

恒生科技指数涨超5%，再创3年新高

杨元庆：中东业务将增长2到3倍，客户青睐联想液冷技术

杨元庆：2025年AI PC将占联想出货量的四分之一

联想集团三大业务板块增长动能持续，带动盈利能力改善（简体版）

中信里昂：上调联想目标价7% 但降评级至“持有”

恒生科技指数涨超5%，再创3年新高

【联想集团任命新CFO、CLO】 2月21日，联想集团发布关于公司高管、董事会成员及董事会委员会人事变动的两项重大公告，共涉及8位公司管理层和董事会成员。其中，现任CFO、CLO即将退休，郑孝明、David Carroll接任。

【港股异动丨联想集团大涨约13%再创新高！第三财季业绩亮眼+官宣与DeepSeek开展深入合作】联想集团(0992.HK)早盘大涨约13%，报13.3港元，再创历史新高，总市值约1650亿港元。消息面上，联想集团发布2024年第三财季业绩，营收1351亿元，同比增长20%；净利润49.8亿元，同比增长达106%。期内三大主营业务均实现双位数增长。另外，联想集团宣布，联想PC、手机不仅已接入云端DeepSeek，还基于DeepSeek，通过蒸馏、压缩等技术，实现更好的模型和更大的向量模型，与更强大算力的终端相结合，帮助用户更好地享受生成式人工智能。联想集团执行副总裁兼中国区总裁刘军表示，联想正在个人AI与企业AI两大领域与DeepSeek开展更全面、深入的合作。2月25日，联想将对天禧AS做大的升级，将在天禧AS里部署DeepSeek 7B的大模型，这是端侧部署这样规模大模型的首家AI PC厂商。

联想集团(00992)涨超12% 股价再创新高 2月25日开始AI PC端侧DeepSeek模型灰度测试

【券商聚焦】高盛维持联想集团(00992)“买入”评级憧憬AIPC及服务器推动联想未来产品组合升级

联想季度净利润同比增长106%，杨元庆：DeepSeek 的出现，证明我们的方向是对的

《半日速报》恒指升661点; 恒生科技指数升257点阿里巴巴升逾12% 港交所升逾5% 腾讯升逾4% 阿里巴巴、联通、联想集团、中芯、比亚迪创新高

阿斯达克财经

港股午评：恒生科技指数涨4.69% 科技股持续向好

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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, .recom-box, 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7%续刷历史新高。（金十）\n","market":"us","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://www.odaily.news/newsflash/420095?source=share","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":"odaily_live","symbols":["LU2097828805.USD","MHImain","LU1719994722.HKD","LU0164872284.USD","YANG","LU1282648689.USD","BK4085","IE00B543WZ88.USD","HHImain","IE00BMPRXR70.SGD","LU0329678170.USD","BK4579","513600","688981","89988","SG9999006597.SGD","HSImain","BK1095","HK0000320223.HKD","LU0516423174.USD","LU0431992006.USD","HK0000306701.USD","LU0165289439.USD","02833","BABA","BK4220","09988","LU1642822792.SGD","00992","MCHmain","01347","LU1051768304.USD","09626","HSI","LU0499858602.USD","HSTECH","LU0708995153.HKD","LU1515016050.SGD","LNVGY","80992","HBBD.SI","LU0214875030.USD","LU0737861772.HKD","LU1188198961.HKD","LU0531970944.HKD","LU1282649810.SGD","BILI","BK4502","00981","LU0320764243.SGD"],"gpt_icon":0},{"id":"2513941235","title":"杨元庆：中东业务将增长2到3倍，客户青睐联想液冷技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2513941235","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513941235?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 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PC将占联想出货量的四分之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2513515235","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513515235?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 13:17","pubTimestamp":1740115042,"startTime":"0","endTime":"0","summary":"联想于去年5月在中国推出了首款AI PC，并于9月在全球推出。杨元庆预计，到2025年，AI PC将占联想出货量的四分之一，到2027年或将达到80%。杨元庆表示，联想具有五大特征的AI 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13:15","pubTimestamp":1740114937,"startTime":"0","endTime":"0","summary":"基础设施方案业务收入39亿美元，同/环比分别大幅增长59%/19%，且迎来来盈利拐点，七个季度内首次盈亏平衡，主要贡献来自CSP业务规模增加。我们预计未来ISG业务在CSP客户订单增长和中小企业客户规模拓展的基础下，有望实现可持续的盈利增长。方案服务业务收入继续创新高至23亿美元，同环比分别增长12%/4%，连续15个季度保持同比增长，运营利润率保持20%。","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=nesSN20250221133032a24e1736&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, .recom-box, 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但降评级至“持有”","url":"https://stock-news.laohu8.com/highlight/detail?id=2513233730","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513233730?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 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2月21日，联想集团发布关于公司高管、董事会成员及董事会委员会人事变动的两项重大公告，共涉及8位公司管理层和董事会成员。其中，现任CFO、CLO即将退休，郑孝明、David Carroll接任。","url":"https://stock-news.laohu8.com/highlight/detail?id=2513233339","media":"金融界","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513233339?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:45","pubTimestamp":1740113109,"startTime":"0","endTime":"0","summary":"2月21日，联想集团发布关于公司高管、董事会成员及董事会委员会人事变动的两项重大公告，共涉及8位公司管理层和董事会成员。其中，现任CFO、CLO即将退休，郑孝明、David Carroll接任。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/21124548298020.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["HK0000306701.USD","80992","BK1607","LU0052756011.USD","LU0128525689.USD","LU0572939691.SGD","LU0791591158.USD","HK0000320264.USD","LU0791590937.USD","00992","LU1366334578.USD","HK0000320223.HKD","IE0032431581.USD","LU0264606111.USD","IE0034224299.USD","IE00B0JY6N72.USD","LU0310800965.SGD","LU2242644610.SGD","LU1366334651.USD","HK0000306685.HKD","LU0572940350.SGD","BK1526","LNVGY","BK1193","LU1267930227.SGD"],"gpt_icon":0},{"id":"2513335233","title":"【港股异动丨联想集团大涨约13%再创新高！第三财季业绩亮眼+官宣与DeepSeek开展深入合作】联想集团(0992.HK)早盘大涨约13%，报13.3港元，再创历史新高，总市值约1650亿港元。 消息面上，联想集团发布2024年第三财季业绩，营收1351亿元，同比增长20%；净利润49.8亿元，同比增长达106%。期内三大主营业务均实现双位数增长。 另外，联想集团宣布，联想PC、手机不仅已接入云端DeepSeek，还基于DeepSeek，通过蒸馏、压缩等技术，实现更好的模型和更大的向量模型，与更强大算力的终端相结合，帮助用户更好地享受生成式人工智能。联想集团执行副总裁兼中国区总裁刘军表示，联想正在个人AI与企业AI两大领域与DeepSeek开展更全面、深入的合作。2月25日，联想将对天禧AS做大的升级，将在天禧AS里部署DeepSeek 7B的大模型，这是端侧部署这样规模大模型的首家AI PC厂商。","url":"https://stock-news.laohu8.com/highlight/detail?id=2513335233","media":"金融界","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513335233?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:43","pubTimestamp":1740113011,"startTime":"0","endTime":"0","summary":"消息面上，联想集团发布2024年第三财季业绩，营收1351亿元，同比增长20%；净利润49.8亿元，同比增长达106%。另外，联想集团宣布，联想PC、手机不仅已接入云端DeepSeek，还基于DeepSeek，通过蒸馏、压缩等技术，实现更好的模型和更大的向量模型，与更强大算力的终端相结合，帮助用户更好地享受生成式人工智能。联想集团执行副总裁兼中国区总裁刘军表示，联想正在个人AI与企业AI两大领域与DeepSeek开展更全面、深入的合作。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/21124348298016.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["161631","PC","00992"],"gpt_icon":0},{"id":"2513123851","title":"联想集团(00992)涨超12% 股价再创新高 2月25日开始AI PC端侧DeepSeek模型灰度测试","url":"https://stock-news.laohu8.com/highlight/detail?id=2513123851","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513123851?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:25","pubTimestamp":1740111902,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，联想集团涨超12%，盘中高见13.3港元创下历史新高，截至发稿，涨12.05%，报13.2港元，成交额22.52亿港元。消息面上，联想集团发布2024年第三财季业绩，营收及净利润都取得了大幅增长。同时，联想正在个人AI与企业AI两大领域与DeepSeek开展更全面、深入的合作。此外，联想集团宣布，2月25日开始AI PC端侧DeepSeek模型灰度测试。联想作为AI PC龙头充分受益，积极接入DeepSeek。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1252604.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["ETH","00992","PC"],"gpt_icon":0},{"id":"2513238904","title":"【券商聚焦】高盛维持联想集团(00992)“买入”评级 憧憬AIPC及服务器推动联想未来产品组合升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2513238904","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513238904?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:18","pubTimestamp":1740111486,"startTime":"0","endTime":"0","summary":"金吾财讯 | 高盛发研报称，看好联想集团(00992)，视其为人工智能个人电脑(AIC)的早期受惠者，因其品牌知名度高、商用和中/高端机型敞口较高，以及领先的市场地位，可吸引更多领导芯片组平台和基础机型供应商合作。该行表示，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。对2027至2028财年预测基本不变。目标价由13.28港元升至14.9港元。憧憬AIPC及服务器推动联想未来产品组合升级，维持其“买入”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953650","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"],"gpt_icon":0},{"id":"2513238874","title":"联想季度净利润同比增长106%，杨元庆：DeepSeek 的出现，证明我们的方向是对的","url":"https://stock-news.laohu8.com/highlight/detail?id=2513238874","media":"钛媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513238874?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:15","pubTimestamp":1740111300,"startTime":"0","endTime":"0","summary":"按照香港财务报告准则下，联想单个季度的净利润同比增长106%至49.8亿元，PC以外业务在集团总营收占比超过了46%。联想手机业务的增长也在本财季得以延续，营收同比增长21%，出货量在中国以外的国际市场排名升至前五。同时，联想以服务器和存储等主业的ISG实现了扭亏为盈，当季度营收283亿元，同比增长近60%。杨元庆认为，DeepSeek这类超级应用的出现，会加速混合式人工智能的落地，包括在个人AI和企业AI两个方面的落地。","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=nesSN20250221121610abd70680&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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