智通财经APP获悉，联想集团(00992)涨超9%，截至发稿，涨9.07%，报8.18港元，成交额13.49亿港元。
消息面上，根据IDC最新数据显示，2025年第一季度个人电脑出货量较上年同期增长4.9%，全球出货量达到6320万台，高于IDC 2月份预测的6240万台（同比增长3.7%）。联想以24.1%的市场份额位居全球第一（同比增长1.3个百分点），同时也以10.8%的同比增速成为前三名中增长最快的厂商。此外，根据Canalys最新数据显示，联想第一季度在美国的出货量增长约20%，领先于主要竞争对手。
中信证券研报指出，公司供应链管理等层面的突出能力，全球工厂的布局，预计公司PC与服务器业务受到关税的影响可控。中长期来看，端侧AI应用的普及有望有望使得PC厂商在AI应用和AI生态层面具有更高的参与度，联想有望依托硬件基础向软件和应用层面拓展，实现更优的商业模式、打开新的增长曲线。该行看好公司的投资价值，给予目标价13港元/股，维持“买入”评级。
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