港股详情

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联想集团-R

8.170

+0.2202.77%

成交量：34.60万

成交额：281.30万

市值：1,013.49亿

市盈率：11.15

高：8.240

开：8.000

低：8.000

收：7.950

52周最高：12.167

52周最低：6.016

股本：124.05亿

香港流通股本：124.05亿

量比：0.71

换手率：0.00%

股息：0.34

股息率：4.16%

每股收益(LYR):0.733

净资产收益率：24.17%

总资产收益率：3.27%

市净率：2.25

市盈率(LYR):11.15

市销率: 0.19

数据加载中...

总览公司新闻资讯公告

联想集团：PC市占率超25% 积极应对零部件涨价

杨元庆：AI绝对没有泡沫，市场需求不仅没有饱和，还会继续高速增长

对话联想CFO郑孝明：存储暴涨、AI竞赛与联想的拐点

21世纪经济报道

AI进入“推理叙事”：ISG业务正为重估联想创造Alpha

联想集团季报点评：混合式AI驱动业绩增长，供应链韧性应对存储周期

联想稳态运行的底层逻辑

集体持续暴涨！深圳商家：价格翻了近3倍！有人反向变现

深圳大件事

“AI平民化”拖累联想被杀个措手不及

存储冲击、ISG重组，联想继续押注AI推理

中国城市报

联想集团CFO郑孝明：ISG“造血”倒计时联想处AI价值重估前夜

抓住企业AI推理“风口”：联想ISG业务加速迈向盈利

每日卖空追踪 | 联想集团 02月13日卖空量成交2446万股，卖空比例为15.61%

联想集团业绩超预期，AI服务器在手订单155亿美元

联想这份成绩单，是对“AI泡沫论”最有力的反击

港股“子”曰 | 联想最新成绩单分数还不错

每日经济新闻

港股异动 | 联想集团(00992)绩后涨近3% 三季度AI相关收入同比增长72% AI服务器具备强劲项目储备支持

从参与者到主导者：联想如何在AI落地层建立入口级主导权

联想集团(00992)出现大手卖出57.6万股，成交价$9.19，涉资529.344万

阿斯达克财经

深访联想集团CFO郑孝明：存储暴涨、AI大战与估值重构

美国股票-标普 500 指数和道指上涨，市场欢呼经济韧性，焦点转向盈利

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18:06","pubTimestamp":1771063572,"startTime":"0","endTime":"0","summary":"值得注意的是，第三财季，联想AI相关营收同比增长72%，占集团总营收比重提升至32%。“所以，我们从来不担心，AI整体的市场需求。它不但没有饱和，还会继续高速增长。”杨元庆称，从第三财季的业绩可以看得到，联想并没有受存储供应短缺的影响。杨元庆表示，联想实际对投资人也承诺，不单是当前这个季度，甚至是未来的几个季度，联想都还可以继续保持双位数的增长。","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=nesSN20260214180918a6fafc48&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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11:08","pubTimestamp":1771038528,"startTime":"0","endTime":"0","summary":"【对话联想CFO郑孝明：存储暴涨、AI竞赛与联想的拐点】郑孝明对这场涨价潮的描述是“史无前例”。他在采访中说，有史以来没见过涨这么快的，而且还是暴涨。直接原因是AI大模型训练侧的需求爆发，美国包括谷歌、亚马逊、微软、Meta在内的四大科技公司2026年的资本支出合计预达到6500亿美元，甲骨文和谷歌近期还在市场发债，甲骨文500亿美元，谷歌300亿美元。“都是巨有钱的公司在抢做AI训练”，郑孝明说，“就是需要钱去打这个AI仗。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602143650960422.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602143650960422.html","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":"stock_eastmoney","symbols":["BK1193","LU0310800965.SGD","LU0264606111.USD","80992","LU0572939691.SGD","LU0052756011.USD","LU1366334651.USD","LU1046422090.SGD","LNVGY","LU0791590937.USD","LU0572940350.SGD","HK0000306685.HKD","HK0000320264.USD","BK1607","LU0049112450.USD","HK0000320223.HKD","IE00B0JY6N72.USD","LU2242644610.SGD","LU0128525689.USD","LU0791591158.USD","LU1235295612.USD","LU1267930227.SGD","IE0032431581.USD","00992","IE0034224299.USD","LU1366334578.USD","BK1526","HK0000306701.USD"],"gpt_icon":0},{"id":"2611119799","title":"AI进入“推理叙事”：ISG业务正为重估联想创造Alpha","url":"https://stock-news.laohu8.com/highlight/detail?id=2611119799","media":"财经涂鸦","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611119799?lang=zh_cn&edition=fundamental","pubTime":"2026-02-14 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10:16","pubTimestamp":1771035392,"startTime":"0","endTime":"0","summary":"管理层在业绩会上表示，凭借与供应商的长期合作关系，未来一个季度以及FY27PC业务盈利或不受影响。展望4Q及FY27，我们预计联想能够发挥其规模和供应链优势，部分吸收存储涨价影响，AI有望驱动IDG业务收入稳定增长。3QFY26，公司AI服务器业务营收实现高双位数同比增长，项目储备高达155亿美元，部署首个联想NVIDIAGB300NVL72机架级解决方案，订单储备强劲。","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=nesSN20260214103103a4a2e0ab&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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10:07","pubTimestamp":1771034829,"startTime":"0","endTime":"0","summary":"最新季度，联想集团AI相关营收同比增长72%，占集团总营收比重提升至32%。在存储超级周期的不确定面前，联想稳态运行的底层逻辑是通过全球化的供应链优势，构建一套去中心化的稳定，当IDG智能设备端业务因内存涨价利润受挤压时，基础设施业务和解决方案服务在企业级市场的强劲增长补位了利润。此外，截至2025年12月31日，联想集团库存总额达90.77亿美元，较三月底增长14.55%，其中增幅最大的就是原材料以及在制品。","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=nesSN20260214113703a4a30fc8&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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00:10","pubTimestamp":1770999056,"startTime":"0","endTime":"0","summary":"以存储芯片价格大幅上涨为开端，涨价潮正迅速向功率芯片、模拟芯片、MCU等非存储领域蔓延。深圳商户曾直言不敢囤“一天一个价”，还在飙升！深圳商户：每天约涨50元！再拉长时间线，多名商家反馈，近3个月内，内存价格涨了约3倍，固态硬盘价格也翻了倍。自2025年三季度起，全球存储市场开启颠覆性涨价行情，TrendForce集邦咨询数据显示，DRAM与NAND闪存现货价格累计上涨超300%。","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=nesSN20260214001836a6f8627c&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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联想被杀个措手不及","url":"https://stock-news.laohu8.com/highlight/detail?id=2611112191","media":"BambooWorks","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611112191?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 19:43","pubTimestamp":1770982985,"startTime":"0","endTime":"0","summary":"简而言之，这笔费用反映出联想承认其未能及时察觉AI快速平民化的趋势，人工智能技术正迅速从大型数据中心转向企业自有的电脑与服务器。联想表示，预计该业务将在截至3月底止的本财年第四季度恢复至经营层面的盈亏平衡。相比之下，AI服务器业务前景更为明朗，而基础设施部门的重组虽然代价高昂，但也显示公司正密切关注产业趋势，并在战略出现偏差时及时修正。","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=nesSN20260213213201a6f7f0ea&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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19:27","pubTimestamp":1770982052,"startTime":"0","endTime":"0","summary":"得益于AI相关业务的拉动作用，本季度联想营收创新高达到1575亿元人民币，同比增长18%。杨元庆同时表示，联想有信心在未来数个季度继续保持双位数增长。更值得关注的是ISG本季度启动的战略重组。本季度财报显示，联想投入了2.85亿美元的重组费用。在零部件成本的上行压力将贯穿2026年全年的前景之下，联想对推理市场及混合式AI的押注，仍有待市场的进一步检验。","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=nesSN20260213192751a4a0a029&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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联想处AI价值重估前夜","url":"https://stock-news.laohu8.com/highlight/detail?id=2611151775","media":"e公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611151775?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 19:20","pubTimestamp":1770981600,"startTime":"0","endTime":"0","summary":"ISG“造血”AI剧变背景下，联想想将ISG业务作为牵引未来业绩增长的新极。郑孝明的角色，是用财务纪律为这场“手术”保驾护航。按照郑孝明预测，ISG将在第四财季实现扭亏为盈，并进入持续盈利增长轨道。郑孝明透露一个内部指标：联想设备上自有AI代理的日活渗透率正从40%向50%攀升。届时ISG业务占比持续提升，联想将从“PC公司”重估为“多业务科技公司”。","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=nesSN2026021319244197a618b1&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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18:19","pubTimestamp":1770977990,"startTime":"0","endTime":"0","summary":"ISG业务预计将于财年末实现收支平衡。“炸场”CES后，联想集团披露了2025/2026财年第三季度的财报。需要注意的是，在第三财季，联想AI相关营收同比增长72%，占集团总营收比重提升至32%。三大业务板块中最值得关注的是联想ISG的变化。25/26财年，ISG业务的营收持续交付了多个季度的增长：财年一季度ISG业务同比增长36%、二季度实现同比增长24%。对比来看，联想ISG营收的增速为联想三大业务集团中最高。","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=nesSN20260213182238a4a06590&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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02月13日卖空量成交2446万股，卖空比例为15.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611151720","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611151720?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 16:30","pubTimestamp":1770971417,"startTime":"0","endTime":"0","summary":"联想集团北京时间02月13日，涨2.89%，卖空量成交2446万股，较上一交易日减少76.72%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260213163216a49ff74f&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, 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16:15","pubTimestamp":1770970556,"startTime":"0","endTime":"0","summary":"ISG基础设施解决方案：AI服务器双位数高增，首次披露在手订单155亿美元。FY25/26Q3ISG板块实现营业收入51.76亿美元，同比+31.42%。拆分来看，AI服务器高两位数增长，且公司首次披露订单储备金额155亿美元，后续增长动能强劲。FY25/26Q3ISG板块的经营利润为-1085万美元，较上一财季继续缩亏，公司AI服务器业务转型持续推进。","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=nesSN20260213163057a6f6e13d&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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15:37","pubTimestamp":1770968244,"startTime":"0","endTime":"0","summary":"文丨许佳慧“AI泡沫论”风起，联想给出了强有力的答案。第三财季，联想AI相关营收同比增长72%，营收占比升至32%。这不仅勾勒出联想AI业务的全面爆发态势，更印证了其“AI赋能实业、实业反哺AI”路径的正确性。联想精准把握了这波趋势，并通过“一体多端”战略，推动AI PC加速渗透。这不仅将持续巩固联想在AI PC上的全球领先地位，更意味着联想正在占据个人超级智能体最广泛的入口。","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=nesSN20260213153836a6f6a80c&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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分数还不错","url":"https://stock-news.laohu8.com/highlight/detail?id=2611218712","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611218712?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 14:09","pubTimestamp":1770962988,"startTime":"0","endTime":"0","summary":"春节日益临近，但港股市场依然没有好转的迹象。市场的焦点还是大模型和科网股。智谱和MINIMAX继续创新高，而腾讯、阿里则还没抬起头。行情没有太多新意，但一家公司的最新财报还是很有看点。昨晚，联想集团（HK00992）公布了2025/26财年的第三财季业绩。这份成绩单，相信在机构眼中的得分不会低。所以，今天早盘，联想逆势涨超2%。具体来看，联想的财报有以下看点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602133650327863.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602133650327863.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1193","LU0310800965.SGD","LU0264606111.USD","80992","LU0572939691.SGD","LU0052756011.USD","BK4588","LU1366334651.USD","LU1046422090.SGD","LNVGY","LU0791590937.USD","BK4585","LU0572940350.SGD","HK0000306685.HKD","HK0000320264.USD","BK1607","LU0049112450.USD","HK0000320223.HKD","IE00B0JY6N72.USD","LU2242644610.SGD","LU0128525689.USD","LU0791591158.USD","VT","LU1235295612.USD","LU1267930227.SGD","IE0032431581.USD","00992","IE0034224299.USD","LU1366334578.USD","BK1526","HK0000306701.USD","VXUS"],"gpt_icon":0},{"id":"2611182582","title":"港股异动 | 联想集团(00992)绩后涨近3% 三季度AI相关收入同比增长72% AI服务器具备强劲项目储备支持","url":"https://stock-news.laohu8.com/highlight/detail?id=2611182582","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611182582?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 13:52","pubTimestamp":1770961968,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，联想集团绩后涨近3%，截至发稿，涨2.56%，报9.23港元，成交额9.04亿港元。消息面上，2月12日，联想集团发布公告，截至2025年12月31日止第三季度，集团取得稳健财务表现。集团收入同比增长18%，达创纪录的222亿美元，三大业务集团的收入均取得双位数同比增长。人工智能相关收入同比增长72%，占集团总收入的32%。AI服务器的需求保持稳健，营收取得高双位数同比增长，并具备155亿美元强劲项目储备支持。","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":"http://www.zhitongcaijing.com/content/detail/1405076.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1193","HK0000306701.USD","IE0034224299.USD","00992","80992","IE00B0JY6N72.USD","LU1366334578.USD","VT","LU0264606111.USD","HK0000320264.USD","LU0791591158.USD","LU0128525689.USD","LU0052756011.USD","LU1046422090.SGD","BK1607","VXUS","BK1526","LU0572940350.SGD","LU2242644610.SGD","LU0049112450.USD","LU1267930227.SGD","HK0000320223.HKD","LU1366334651.USD","BK4585","LU0310800965.SGD","BK4588","LU0572939691.SGD","HK0000306685.HKD","IE0032431581.USD","LU1235295612.USD","LNVGY","LU0791590937.USD"],"gpt_icon":0},{"id":"2611181686","title":"从参与者到主导者：联想如何在AI落地层建立入口级主导权","url":"https://stock-news.laohu8.com/highlight/detail?id=2611181686","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611181686?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 12:42","pubTimestamp":1770957720,"startTime":"0","endTime":"0","summary":"2026年，赤马之年将至。在AI热潮席卷全球四年之后，这个行业正悄然进入一个新阶段：从资本密集的模型训练竞赛，转向以商业化效率为核心的变现时代。2022年末，ChatGPT的横空出世点燃了全球对生成式AI的狂热，科技巨头们随之投入数千亿美元，用于构建更大、更复杂的模型。在这一转变中，混合式AI的架构正逐渐成为主流共识。过去一个季度，行业面临存储芯片等关键元器件价格快速上行、供需波动加剧、AI周期可持续性等多重挑战。","market":"sh","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/chanjing/wddc/2026-02-13/doc-inhmrxrf8924706.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":["BK1526","HK0000306685.HKD","00992","80992","LU1046422090.SGD","LU0128525689.USD","BK1193","IE0032431581.USD","HK0000306701.USD","LU0264606111.USD","LU0310800965.SGD","LU1267930227.SGD","IE0034224299.USD","HK0000320223.HKD","HK0000320264.USD","IE00B0JY6N72.USD","BK1607","LNVGY","LU1366334651.USD","LU0572940350.SGD","LU0791590937.USD","LU0572939691.SGD","LU1366334578.USD","LU2242644610.SGD","LU0049112450.USD","LU0791591158.USD","LU1235295612.USD","LU0052756011.USD"],"gpt_icon":0},{"id":"2611818186","title":"联想集团(00992)出现大手卖出57.6万股，成交价$9.19，涉资529.344万","url":"https://stock-news.laohu8.com/highlight/detail?id=2611818186","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611818186?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 11:24","pubTimestamp":1770953040,"startTime":"0","endTime":"0","summary":"[大手成交]联想集团(00992)在上午11:24出现大手卖出，成交量为57.6万，成交价为港币$9.19，涉资529.344万。至目前为止，股价升2.111%，今日最高价为$9.25，而最低价为$8.93，总成交量为7.275千万股，总成交金额港币$6.656亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602135790/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602135790/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["HK0000320264.USD","HK0000306701.USD","LU2242644610.SGD","LNVGY","LU1235295612.USD","LU0049112450.USD","HK0000306685.HKD","LU0791590937.USD","LU0052756011.USD","LU0572939691.SGD","80992","BK1607","HK0000320223.HKD","LU0128525689.USD","LU1366334651.USD","LU0791591158.USD","IE00B0JY6N72.USD","BK1526","00992","IE0034224299.USD","LU1366334578.USD","LU1046422090.SGD","LU0572940350.SGD","LU0310800965.SGD","IE0032431581.USD","BK1193","LU1267930227.SGD","LU0264606111.USD"],"gpt_icon":0},{"id":"2611188834","title":"深访联想集团CFO郑孝明：存储暴涨、AI大战与估值重构","url":"https://stock-news.laohu8.com/highlight/detail?id=2611188834","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611188834?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 10:05","pubTimestamp":1770948300,"startTime":"0","endTime":"0","summary":"　　当下的全球科技产业，正处于一个深度重构的关键时刻：一边是以存储器为代表的核心元器件，陷入近乎疯狂的价格暴涨周期；一边是科技巨头们，不计成本地投身关于AI的战略豪赌和军备竞赛。　　同日下午，联想集团高级副总裁兼首席财务官郑孝明接受媒体深度访谈，坦率回应了市场关注的所有焦点：存储暴涨后的行业分化、AI军备竞赛及生态演化、ISG盈利修复之路等，由此详解了联想集团的价值重估逻辑。","market":"fut","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/tech/2026-02-13/doc-inhmrtip3225980.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":["HK0000306685.HKD","HK0000320264.USD","LNVGY","BK1526","HK0000320223.HKD","LU1366334578.USD","LU1267930227.SGD","BK1193","IE0034224299.USD","00992","LU0128525689.USD","LU0264606111.USD","IE0032431581.USD","LU2242644610.SGD","HK0000306701.USD","LU0049112450.USD","LU0572939691.SGD","LU0572940350.SGD","LU1235295612.USD","LU0791591158.USD","LU1046422090.SGD","LU0310800965.SGD","BK1607","LU0791590937.USD","LU0052756011.USD","IE00B0JY6N72.USD","LU1366334651.USD","80992"],"gpt_icon":0},{"id":"2610978997","title":"美国股票-标普 500 指数和道指上涨，市场欢呼经济韧性，焦点转向盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2610978997","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610978997?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 23:44","pubTimestamp":1770911060,"startTime":"0","endTime":"0","summary":"美国股票-标普 500 指数和道指上涨，市场欢呼经济韧性，焦点转向盈利指数：道指上涨 0.42%，标普 500 指数上涨 0.21%，纳斯达克指数下跌 0.05%上周初请失业金人数降幅低于预期同行警告内存短缺，个人电脑制造商股价下跌思科第二季度调整后利润率不及预期，股价下跌开盘后更新Twesha Dikshit/Purvi Agarwal. 标普500指数.SPX上涨14.56点，或0.21%，至6,956.03点；纳斯达克综合指数.IXIC下跌12.03点，或0.05%，至23,054.44点。标普500指数创下 89 个 52 周新高和 15 个新低，纳斯达克综合指数创下 89 个新高和 92 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