异动解读｜联想集团盘中上涨3.08%，中金维持跑赢行业评级及51港元目标价

行情直击09-22

9月22日，联想集团盘中上涨3.08%，报36.84港元/股，成交额12.59亿港元。

消息面上，中金近日发布研报，维持联想集团"跑赢行业"评级及51港元目标价，看好AI服务器等业务驱动净利率提升。此前摩根士丹利亦维持"增持"评级，目标价46港元。近期联想集团多重利好共振：IDC数据显示联想首次登顶全球x86服务器出货量第一，同比增长45.6%；公司CFO郑孝明公开表示联想估值被严重低估，市值仅为戴尔七分之一，长期净利率目标5%至8%对标戴尔水平；AI服务器储备订单已增至超540亿美元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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