异动解读｜联想集团盘中上涨3.53%，沙特制造基地首台PC亮相叠加多重利好

行情直击09-03

9月3日，联想集团盘中上涨3.53%，报31.72港元/股，成交额1.86亿港元。

消息面上，多重利好叠加提振市场情绪。近日联想在LEAP 2026大会上展示首台沙特制造笔记本电脑，该利雅得基地占地20万平方米，计划年底启动大规模生产，将成为联想全球首个涵盖笔记本、台式机、智能手机及服务器全系列产品的制造基地。此外，开源证券与东北证券均将联想列为9月金股，看好ISG业务持续超预期及英伟达Vera Rubin出货带来的催化。此前英伟达已确认Vera Rubin量产，联想作为首发合作伙伴，相关产品正进入客户部署与收入转化阶段。同时，恒生指数季检将于9月4日收市后生效，高盛预计联想为被动资金净流入最多的标的之一。

（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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