高盛将联想列入7月买入名单基础设施订单驱动持续增长

智通财经2025-07-05

7月4日，全球知名投行高盛发布的亚太区7月策略报告中，将联想集团（00992）纳入其基于盈利重评领先指标 (Earnings revision leading indicator, ERLI)的港股及中概股买入名单。这一决策既反映了市场对联想在AI产业链中全栈布局的认可，也与公司近期斩获的近2亿元轨道交通智能化订单形成共振，凸显其在政企数字化与消费级AI终端的双重增长动能。高盛ERLI模型加持：...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2549348119?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-05 16:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2549348119","market":"hk","top_or_hot":-1,"title":"高盛将联想列入7月买入名单 基础设施订单驱动持续增长","media":"智通财经","content":"<div>\n<p>7月4日，全球知名投行高盛发布的亚太区7月策略报告中，将联想集团（00992）纳入其基于盈利重评领先指标 (Earnings revision leading indicator, ERLI)的港股及中概股买入名单。这一决策既反映了市场对联想在AI产业链中全栈布局的认可，也与公司近期斩获的近2亿元轨道交通智能化订单形成共振，凸显其在政企数字化与消费级AI终端的双重增长动能。高盛ERLI模型加持：...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314320.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛将联想列入7月买入名单 基础设施订单驱动持续增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛将联想列入7月买入名单 基础设施订单驱动持续增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-05 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1314320.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月4日，全球知名投行高盛发布的亚太区7月策略报告中，将联想集团（00992）纳入其基于盈利重评领先指标 (Earnings revision leading indicator, ERLI)的港股及中概股买入名单。这一决策既反映了市场对联想在AI产业链中全栈布局的认可，也与公司近期斩获的近2亿元轨道交通智能化订单形成共振，凸显其在政企数字化与消费级AI终端的双重增长动能。高盛ERLI模型加持：...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1314320.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1314320.html","article_id":"2549348119","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2549348119","pubTimestamp":1751703949,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"7月4日，全球知名投行高盛发布的亚太区7月策略报告中，将联想集团纳入其基于盈利重评领先指标 的港股及中概股买入名单。联想入选意味着其未来12个月的盈利预期已进入机构“上调通道”。近90天内共有14家投行对联想集团做出买入评级，目标均价为14.73港元。这一中标不仅延续了联想在智慧城市领域的传统优势，更标志着其AI基础设施解决方案在垂直行业的规模化落地。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80992":"联想集团-R","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4552":"Archegos爆仓风波概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LNVGY":"联想集团ADR","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK1526":"科网股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","00992":"联想集团","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4127":"投资银行业与经纪业","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4516":"特朗普概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC"},"translate_title":"Goldman Sachs adds Lenovo to July buy list, infrastructure orders drive continued growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"00992":1,"LNVGY":0.6},"content_text":"7月4日，全球知名投行高盛发布的亚太区7月策略报告中，将联想集团（00992）纳入其基于盈利重评领先指标 (Earnings revision leading indicator, ERLI)的港股及中概股买入名单。这一决策既反映了市场对联想在AI产业链中全栈布局的认可，也与公司近期斩获的近2亿元轨道交通智能化订单形成共振，凸显其在政企数字化与消费级AI终端的双重增长动能。高盛ERLI模型加持：联想盈利预期获机构上调高盛发表7月亚太区策略报告，按盈利重评领先指标(Earnings revision leading indicator, ERLI)准则列出最新的买入股(只列港股及中概股)名单：腾讯(00700.HK)、阿里-W(09988.HK)、小米-w(01810.HK)、友邦(01299.HK)、拼多多(PDD.US)、港交所(00388.HK)、中国平安(02318.HK)、快手(01024.HK)、国寿(02628.HK)、中国财险(02328.HK)、联想集团(00992.HK)、金蝶国际(00268.HK)、瑞声科技(02018.HK)、中金公司(03908.HK)、比亚迪电子(00285.HK)、名创优品(09896.HK)联想集团凭借其在算力基础设施、端侧AI终端及行业解决方案的综合竞争力，成为16家入选港股及中概股中少数覆盖硬件与服务的科技企业。一般来说，具有较高 ERLI 值的股票，表明其盈利预期正在得到向上修正，市场对其未来发展较为看好，这类股票可能更具投资价值，上涨潜力相对较大。联想入选意味着其未来12个月的盈利预期已进入机构“上调通道”。值得关注的是，联想此次与腾讯、阿里等互联网巨头同列，显示其在硬件创新领域的独特价值。从市场表现看，6月30日-7月4日港股收盘，联想集团股价累计上涨2.4%至9.66港元，此次高盛的评级更为其后续走势注入信心。摩根士丹利也发布研报称，维持联想集团目标价11.4港元以及“增持”评级。近90天内共有14家投行对联想集团做出买入评级，目标均价为14.73港元。政企订单落地：中标近2亿轨道交通智能化项目就在高盛发布报告前夕，联想中标了天津市滨海新区轨道交通网络运营控制中心一期工程，合同金额达1.93亿元。该项目覆盖线网中心系统设备采购与集成服务，工期自2025年8月至2026年底，将为滨海新区打造智慧轨交的\"大脑中枢\"。这一中标不仅延续了联想在智慧城市领域的传统优势，更标志着其AI基础设施解决方案在垂直行业的规模化落地。事实上，联想在政企市场一直保持强势的竞争力。今年5月，联想（北京）信息技术有限公司成功入围海光芯片服务器采购项目，与新华三信息技术有限公司、浪潮电子信息产业股份有限公司一同中标，中标金额超 11 亿元。产业链基本面改善：AI算力需求呈指数级增长对于算力基础设施的需求，更大的市场还是在AI领域。在资本市场，过去一周，算力概念备受市场关注，英伟达连续刷新历史新高，总市值达到约3.89万亿美元，继续位居全球市值第一的公司，其GB200机架的放量直接拉动上游硬件需求。可见，当前AI产业链的基本面改善已形成共识。需求侧，全球大厂的Token调用量呈现爆炸式增长：Google月均Token调用量从2024年4月的9.7万亿增至2025年4月的480万亿，字节火山引擎日均调用量达16.4万亿，同比增长137倍。这种算力饥渴有望为联想的服务器、存储及液冷解决方案带来持续订单。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2549348119","isCrawlerRequest":true}

高盛将联想列入7月买入名单 基础设施订单驱动持续增长

精彩评论

高盛将联想列入7月买入名单基础设施订单驱动持续增长