AI基础设施订单储备强劲！财通证券维持联想“增持”评级

格隆汇11-21

11月20日，联想集团公布截至2025年9月30日的2025/26财年第二财季业绩：当季营收同比增长15%至1464亿元人民币，创下财季历史新高。经调整后的净利润同比增长25%，达36.6亿元人民币。财通证券发布点评观点，称该财季，联想业绩超预期，AIPC加速渗透。具体观点如下：IDG：AI PC 加速渗透，摩托罗拉智能手机销量历史新高：实现收入151.1 亿美元(超出彭博预期 3.7%)，同比+...

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AI基础设施订单储备强劲！ 财通证券维持联想“增持”评级

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AI基础设施订单储备强劲！财通证券维持联想“增持”评级