智通财经APP获悉，高盛发布研报称，维持联想集团(00992)“买入”评级，目标价由13.28港元升至14.9港元。该行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，且对2027至2028财年预测基本不变。
高盛表示，看好联想集团视其为人工智能个人电脑(AIPC)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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