金吾财讯 | 联想集团(00992)股价发力,截至发稿,涨14.09%,报13.44港元,成交额28.29亿元。消息面上,联想集团公布,2024/25年财政年度第三季业绩。公司权益持有人应占溢利6.93亿元(美元,下同),同比增长105.64%;公司权益持有人应占每股基本盈利5.66美仙,去年同期为2.81元。第三季,集团收入187.96亿元,同比增长20%。非个人电脑业务目前占三个业务集团总收入的46%。高盛发研报称,看好联想集团,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。憧憬AIPC及服务器推动联想未来产品组合升级。
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