金吾财讯 | 联想集团(00992)早盘股价强势，截至发稿，报11.38港元，涨4.4%，成交额8470.24万港元。联想集团于10月15日在美国西雅图举办“Smarter AI forall”为主题的创新科技大会，在会中与英伟达、AMD、英特尔等众多人工智能企业联合展示AINow、液冷服务器、混合式人工智能优势集等众多产品和解决方案。中金表示，展望后市，该行认为联想不断扩充包括AI PC在内的PC阵容，在市场竞争中处于优势地位，有望受益于PC温和复苏、以及Win10停更和AI PC变革驱动的新一轮换机浪潮。维持联想集团盈利预测不变，当前股价对应FY25/2614.1/10.3倍P/E，维持“跑赢行业”评级和目标价12.6港元，对应FY25/2616.2/11.8倍P/E。
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