智通财经APP获悉，联想集团(00992)早盘高开逾8%，截至发稿，涨8.59%，报8.72港元，成交额6470.63万港元。
消息面上，美国海关与边境保护局当地时间11日晚宣布，美方将豁免智能手机、电脑、芯片等电子产品的所谓“对等关税”。美国商务部长表示，智能手机、笔记本电脑和无线耳机等电子产品可能会被纳入对半导体行业的关税中，该行业关税可能在一两个月后出台。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；联想以24.1%的市场份额位居全球第一，同时也以10.8%的同比增速成为前三名中增长最快的厂商。
里昂近期发布研报称，联想集团等估值被市场低估。中信证券指出，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。
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