金吾财讯 | 联想控股(03396)震荡走强，截至发稿，涨4.82%，报9.35港元，成交额1911万港元。消息面上，日前，联想控股发盈喜，预计2024年度录得净亏损8亿人民币至盈利3亿人民币，相较2023年度净亏损38.74亿人民币。财报改善主要因产业运营板块之附属联想集团财报大幅增长；及受惠市场环境回暖，产业孵化与投资板块的投资业务亏损减少。
Canalys预测，AI PC在Windows PC市场的份额将从2024年的不到10%增长到2025年的30%，并在2026年达到50%。据IDC预测，2027年全球AI PC出货量将达1.5亿台，渗透率提升至79%，而中国市场的新机装配比例更将高达85%。这一变革不仅终结了PC市场连续8个季度的低迷，更推动产业链从芯片、散热到终端制造的全方位升级。海通证券发布研究报告称，AI PC有望推动 PC产业迎来新的发展机遇，推动传统PC进入换机周期。
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