港股詳情

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聯想集團

12.620

+0.1200.96%

成交量：1.27億

成交額：16.09億

市值：1,565.47億

市盈率：19.32

高：13.020

開：12.280

低：12.220

收：12.500

資料載入中...

總覽公司新聞公告

《大行》中金升聯想集團(00992.HK)目標價至15.6元 ISG規模經濟推動下實現盈利

阿斯达克财经

【券商聚焦】太平洋證券維持聯想集團(00992)買入評級指公司收入持續保持復甦態勢

國海海外·陳夢竹 | 聯想集團（0992.HK）FY2025Q3財報點評：混合式AI前瞻佈局迎收穫期，加速兌現蓄力AI普惠新拐點

陈梦竹海外研究...

聯想集團(0992.HK)：AI PC與AI服務器注入增長新動能

聯想“全棧AI”落地中超助力智慧體育再上層樓

重估中科股④丨押注AI 聯想飛昇

21世纪经济报道

聯想集團：規模效應助力ISG扭虧為盈 PC主業增長提速

聯想集團：AI PC商業模式升級服務器受益CSP上行週期

突然，集體上調！

【中足聯成立後首批商務合作發佈，青島啤酒等多家企業在列】2月22日，中國足球職業聯賽聯合會商務合作發佈會在上海舉行。會上中足聯宣佈，青島啤酒、中國銀行、耐克等多家企業成為中足聯首批商務合作對象。同時，2025賽季中超聯賽贊助商數量進一步增加，從2024賽季的7個增加到9個。青島啤酒、聯想兩家企業加入中超贊助商陣營，成為2025賽季賽事官方合作伙伴。

聯想與中足聯達成戰略合作，未來打造行業首個AI智慧球場

兩大業務賣給聯想後，IBM怎麼樣？陳旭東：軟件和諮詢為主轉向民企市場

【聯想集團（0992.HK）】FY25Q3業績大幅增長，ISG業務扭虧為盈——FY25Q3業績點評報告（付天姿/王贇）

光大证券研究

新財季“造血”能力大增！聯想集團借DeepSeek東風，人工智能全方位“滲透”

全球摺疊屏季度出貨罕見大跌18%：華為超三星成第一，榮耀聯想進前五

聯想基金會再出400萬元啓動“小數苗”

微博财经-财道工作室

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16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220425152920159_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220425152920159_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1419540/latest-news/AAFN","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":"aastocks_highlight","symbols":["00992"],"gpt_icon":0},{"id":"2513954727","title":"【券商聚焦】太平洋證券維持聯想集團(00992)買入評級 指公司收入持續保持復甦態勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2513954727","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513954727?lang=zh_tw&edition=fundamental","pubTime":"2025-02-24 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聯想集團（0992.HK）FY2025Q3財報點評：混合式AI前瞻佈局迎收穫期，加速兌現蓄力AI普惠新拐點","url":"https://stock-news.laohu8.com/highlight/detail?id=2513026794","media":"陈梦竹海外研究...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513026794?lang=zh_tw&edition=fundamental","pubTime":"2025-02-24 10:32","pubTimestamp":1740364372,"startTime":"0","endTime":"0","summary":"投资要点1、受益于递延税项抵免，公司FY2025Q3净利润实现同比大幅增长。证券研究报告《联想集团FY2025Q3财报点评：混合式AI前瞻布局迎收获期，加速兑现蓄力AI普惠新拐点》对外发布时间：2025年2月22日发布机构：国海证券股份有限公司本报告分析师：陈梦竹，陈重伊SAC编号：S0350521090003，S0350525010002重要声明本公众号推送观点和信息仅供国海证券股份有限公司研究服务客户参考，完整的投资观点应以国海证券研究所发布的完整报告为准。","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=nesSN20250224122815abda64c3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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助力智慧體育再上層樓","url":"https://stock-news.laohu8.com/highlight/detail?id=2513736345","media":"上游新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513736345?lang=zh_tw&edition=fundamental","pubTime":"2025-02-23 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聯想飛昇","url":"https://stock-news.laohu8.com/highlight/detail?id=2513692780","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513692780?lang=zh_tw&edition=fundamental","pubTime":"2025-02-23 14:25","pubTimestamp":1740291919,"startTime":"0","endTime":"0","summary":"21世纪经济报道记者孔海丽北京报道全球AI验收期，联想集团交出了一份净利润翻倍、营收高增的财报，达成历史最佳业绩，股价与市值同步来到历史新高。2月21日，联想集团（992.HK）以15.45%的涨幅收于13.6港元/股，最近一个月，其股价已经累计上涨逾48.6%。在近期股价大涨后，联想集团市值创新高，来到1687亿港元，超出2015年的历史次高点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202502233326839321.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/202502233326839321.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":["IE0032431581.USD","LU0052756011.USD","LU1366334578.USD","LU0572940350.SGD","LU0310800965.SGD","00992","IE0034224299.USD","HK0000306685.HKD","LU1366334651.USD","LU0264606111.USD","LU1267930227.SGD","HK0000306701.USD","LU0791590937.USD","LU2242644610.SGD","BK1607","HK0000320223.HKD","LNVGY","LU0128525689.USD","HK0000320264.USD","IE00B0JY6N72.USD","80992","BK1193","LU0572939691.SGD","BK1526","LU0791591158.USD"],"gpt_icon":0},{"id":"2513203838","title":"聯想集團：規模效應助力ISG扭虧為盈 PC主業增長提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2513203838","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513203838?lang=zh_tw&edition=fundamental","pubTime":"2025-02-23 01:00","pubTimestamp":1740243618,"startTime":"0","endTime":"0","summary":"AI PC 加速超预期兑现，根据公司公告，4Q24 AI PC 在中国PC销量占比达15%，提前达到预期的年内目标。ISG 扭亏为盈，AI 服务器收入高增、获稳定收益。3QFY25 公司ISG 收入同比增长59.2%至39.39 亿美元；扭亏为盈，实现100.2 万美元的正向运营利润，迈向盈利性增长。根据公告，CSP 和E/SMB 业务营收分别实现94%、7%的同比增长，CSP 业务现已成长为年营收规模近百亿美元、并能够自主盈利的业务。风险AI PC 销量不及预期；中美贸易摩擦风险；国产算力建设不及预期。","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=nesSN20250223010018a24fd743&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, 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服務器受益CSP上行週期","url":"https://stock-news.laohu8.com/highlight/detail?id=2513739097","media":"开源证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513739097?lang=zh_tw&edition=fundamental","pubTime":"2025-02-23 00:00","pubTimestamp":1740240000,"startTime":"0","endTime":"0","summary":"ISG 业务受益于规模效及云端业务利润率提升，FY2025Q3 实现扭亏为盈，我们估算AI 服务器营收环比有明显增长，订单转化效率持续提升。AI PC 有望于2025H2 加速渗透，ISG 有望延续高速成长参考以往一季度是PC 及服务器季节性淡季，我们预计FY2025Q4 收入及净利润环比下降、同比仍将维持快速增长。另一方面，海内外主要云厂商陆续上调capex 指引，联想作为业内重要的AI 服务器供应商有望充分受益，ISG 业务有望延续高速增长。","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=nesSN20250223182028abd987db&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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20:51","pubTimestamp":1740228695,"startTime":"0","endTime":"0","summary":"中国资产，利好消息不断！近期，港股市场情绪高涨，科技股涨势最为猛烈。2月21日，港股继续爆发，恒生指数涨幅接近4%，恒生科技指数更是大涨6.53%。阿里巴巴涨超14%，联想集团涨超15%，哔哩哔哩涨超16%，中芯国际涨近8%，腾讯控股涨超6%，小米集团、京东集团涨超5%。伴随着股价的上涨，国际投行们也在密集上调相关公司的目标价。","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":"http://finance.eastmoney.com/a/202502223326772869.html","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":"stock_eastmoney","symbols":["LU2097828557.USD","LU0052750758.USD","002594","LU0651946864.USD","LU2242644610.SGD","SG9999015986.USD","LU2249611893.SGD","BK1610","80992","BK4503","HK0000306685.HKD","BK4526","LNVGY","LU0588546209.SGD","YANG","LU0918141887.USD","BK4581","09988","00992","TTTN","LU0211977185.USD","BYDDY","LU0072913022.USD","LU0708995583.HKD","81211","HSTECH","HYDD.SI","BK4585","01211","LU0359201612.USD","LU0823426308.USD","BK4607","BK1119","LU1267930227.SGD","HK0000320223.HKD","LU1861219969.SGD","LU0593848301.USD","BABA","HSCEI","BK1594","BK4077","HK0000306701.USD","LU0918141705.HKD","LU0516422366.SGD","BILI","BK4575","LU0823414478.USD","BK4535","LU1868837565.USD"],"gpt_icon":1},{"id":"2513781732","title":"【中足聯成立後首批商務合作發佈，青島啤酒等多家企業在列】2月22日，中國足球職業聯賽聯合會商務合作發佈會在上海舉行。會上中足聯宣佈，青島啤酒、中國銀行、耐克等多家企業成為中足聯首批商務合作對象。同時，2025賽季中超聯賽贊助商數量進一步增加，從2024賽季的7個增加到9個。青島啤酒、聯想兩家企業加入中超贊助商陣營，成為2025賽季賽事官方合作伙伴。","url":"https://stock-news.laohu8.com/highlight/detail?id=2513781732","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513781732?lang=zh_tw&edition=fundamental","pubTime":"2025-02-22 17:16","pubTimestamp":1740215776,"startTime":"0","endTime":"0","summary":"2月22日，中国足球职业联赛联合会商务合作发布会在上海举行。会上中足联宣布，青岛啤酒、中国银行、耐克等多家企业成为中足联首批商务合作对象。同时，2025赛季中超联赛赞助商数量进一步增加，从2024赛季的7个增加到9个。青岛啤酒、联想两家企业加入中超赞助商阵营，成为2025赛季赛事官方合作伙伴。","market":"hk","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/2025/02/22171648326731.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["IE00BWDBJ730.SGD","BK0012","HK0000306685.HKD","LU1634259391.SGD","LU1282651048.USD","BK4561","LU1522347837.USD","NKE","HK0000320264.USD","LU2097828805.USD","LU1267930227.SGD","03143","600600","BK1193","BK4533","BK4581","LU0264606111.USD","BK0196","LNVGY","LU1497734951.SGD","BK1526","03988","80992","00992","LU1282651121.HKD","LU2097828631.EUR","BK1560","BK0028","BK4585","LU0791591158.USD","LU2097828714.EUR","HK0000320223.HKD","BK4534","BK4566","LU1051768304.USD","BK0183","LU0588546209.SGD","LU1366334578.USD","601988","LU1515016050.SGD","LU2098885051.SGD","HK0000306701.USD","SG9999006597.SGD","LU0072462343.USD","LU1497733631.SGD","LU1366334651.USD","LU1051769294.HKD","BK4588","BK4558","LU0307460666.USD"],"gpt_icon":0},{"id":"2513295522","title":"聯想與中足聯達成戰略合作，未來打造行業首個AI智慧球場","url":"https://stock-news.laohu8.com/highlight/detail?id=2513295522","media":"新浪财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513295522?lang=zh_tw&edition=fundamental","pubTime":"2025-02-22 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正式宣布达成战略合作。　　作为中足联全栈AI战略合作伙伴，联想将为中足联提供涵盖AI终端、AI基础设施和AI方案服务在内的全栈AI的产品、方案和服务。","market":"other","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/2025-02-22/doc-inemiqvc1842513.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00992","LU2242644610.SGD","LU1267930227.SGD","80992","LU1366334651.USD","LU0572940350.SGD","IE0032431581.USD","HK0000320223.HKD","LNVGY","LU0572939691.SGD","LU1366334578.USD","BK1193","LU0791591158.USD","LU0128525689.USD","LU0052756011.USD","HK0000306701.USD","IE00B0JY6N72.USD","LU0310800965.SGD","LU0264606111.USD","BK1607","BK1526","LU0791590937.USD","IE0034224299.USD","HK0000320264.USD","HK0000306685.HKD"],"gpt_icon":0},{"id":"2513223660","title":"兩大業務賣給聯想後，IBM怎麼樣？陳旭東：軟件和諮詢為主轉向民企市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2513223660","media":"睿见Economy","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513223660?lang=zh_tw&edition=fundamental","pubTime":"2025-02-22 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Flip6，以31.4%的市场份额领先地位。按区域来看，2024年第四季度，亚太地区的折叠屏出货量下滑了15.2%，以73%的份额引领全球，华为、荣耀、三星、vivo和小米占据了多数份额。中东欧地区可折叠屏智能手机出货量虽然基数较小，同比增幅最大，达67%。","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=nesSN20250222120742abd84eb4&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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21:57","pubTimestamp":1740146220,"startTime":"0","endTime":"0","summary":"2月18日下午，由北京联想公益基金会携手深圳市二十一世纪教育研究院共同发起的“联想乡村儿童数字素养支持计划”第二期正式启动，并对上述问题进行了解读。联想基金会理事长刘晓林在启动会上指出，本期资助计划强调参与方以“辨真假、保安全、防沉迷”为基石，提高乡村儿童基于数字信息的“学、做、协作”能力。用AI点亮数字梦想，已有1.2万名乡村儿童获益回归“小数苗”项目本身。","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/stock/wbstock/2025-02-21/doc-inemhhzw3374723.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}],"pageSize":16,"totalPage":13,"pageCount":9,"totalSize":200}]}}