异动解读｜联想集团盘中上涨4.08%，多家投行密集上调目标价延续强势

行情直击07-13

7月13日，联想集团盘中上涨4.08%，报25.48港元，成交额1.84亿港元，延续上周累计涨近15%的强劲走势。

消息面上，上周多家国际投行密集上调联想评级及目标价。摩根士丹利将评级上调至"增持"，目标价由14.2港元大幅提升至30港元；中信里昂将目标价上调至36港元并列其为中国科技首选股；野村目标价上调至35港元，中金上调至30港元，均显著高于当前股价。机构看好的核心逻辑在于AI基础设施业务（ISG）高速增长，预计FY27营收同比增74%，AI服务器在手订单突破210亿美元，叠加存储供需紧缺下联想凭借规模采购优势实现成本转嫁，盈利结构面临重估。

（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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