摩根大通增持联想集团持仓比例升至7.21% 国际资本持续看好公司长期价值

和讯网03-11 11:29

3月6日，根据香港联交所最新披露文件显示，摩根大通（JPMorgan Chase & Co.）于3月3日通过场内及场外交易合计增持3,342.15万股联想集团股份。其中，场内每股均价约9.404港元，场外每股均价约9.3938港元，合计涉资约3.14亿港元。此次增持完成后，摩根大通持有联想集团股份数量升至8.95亿股，持股比例由6.94%提升至7.21%，进一步加码对公司的战略配置。作为全球领先的...

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/2618929073?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-11 11:29","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2618929073","market":"hk","top_or_hot":-1,"title":"摩根大通增持联想集团 持仓比例升至7.21% 国际资本持续看好公司长期价值","media":"和讯网","content":"<div>\n<p>3月6日，根据香港联交所最新披露文件显示，摩根大通（JPMorgan Chase & Co.）于3月3日通过场内及场外交易合计增持3,342.15万股联想集团股份。其中，场内每股均价约9.404港元，场外每股均价约9.3938港元，合计涉资约3.14亿港元。此次增持完成后，摩根大通持有联想集团股份数量升至8.95亿股，持股比例由6.94%提升至7.21%，进一步加码对公司的战略配置。作为全球领先的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603111132039547eead&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>摩根大通增持联想集团 持仓比例升至7.21% 国际资本持续看好公司长期价值</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摩根大通增持联想集团 持仓比例升至7.21% 国际资本持续看好公司长期价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603111132039547eead&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日，根据香港联交所最新披露文件显示，摩根大通（JPMorgan Chase & Co.）于3月3日通过场内及场外交易合计增持3,342.15万股联想集团股份。其中，场内每股均价约9.404港元，场外每股均价约9.3938港元，合计涉资约3.14亿港元。此次增持完成后，摩根大通持有联想集团股份数量升至8.95亿股，持股比例由6.94%提升至7.21%，进一步加码对公司的战略配置。作为全球领先的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603111132039547eead&s=b\">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":"03396","symbol_name":"联想控股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603111132039547eead&s=b","article_id":"2618929073","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202603111132039547eead&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2618929073","pubTimestamp":1773199742,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"3月6日，根据香港联交所最新披露文件显示，摩根大通于3月3日通过场内及场外交易合计增持3,342.15万股联想集团股份。此次增持完成后，摩根大通持有联想集团股份数量升至8.95亿股，持股比例由6.94%提升至7.21%，进一步加码对公司的战略配置。作为全球领先的金融机构之一，摩根大通的持续增持被市场视为国际资本对联想集团长期发展前景的积极信号。机构资金的持续增持，也反映出资本市场对联想集团在AI时代长期竞争力与价值重估空间的认可。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80992":"联想集团-R","03396":"联想控股","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","00992":"联想集团","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK1193":"电脑硬件、储存设备及电脑周边","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK1526":"科网股","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","LNVGY":"联想集团ADR","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"translate_title":"JPMorgan Chase increases its holdings in Lenovo Group to 7.21% International Capital continues to be bullish on the company's long-term value","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"00992":1.5,"03396":0.9,"LNVGY":0.6},"content_text":"3月6日，根据香港联交所最新披露文件显示，摩根大通（JPMorgan Chase & Co.）于3月3日通过场内及场外交易合计增持3,342.15万股联想集团股份。其中，场内每股均价约9.404港元，场外每股均价约9.3938港元，合计涉资约3.14亿港元。此次增持完成后，摩根大通持有联想集团股份数量升至8.95亿股，持股比例由6.94%提升至7.21%，进一步加码对公司的战略配置。作为全球领先的金融机构之一，摩根大通的持续增持被市场视为国际资本对联想集团长期发展前景的积极信号。近年来，联想集团在AI基础设施、智能终端以及企业服务等多个核心业务领域持续推进布局，形成了“端-边-云-网-智”的完整AI能力体系，并在全球企业数字化和智能化浪潮中占据重要位置。从基本面来看，联想集团最新财报显示，公司单季收入创历史新高，PC、服务器及解决方案服务等核心业务均实现双位数增长。其中，服务器与算力基础设施业务在AI需求带动下持续放量，正成为公司新的增长引擎。在AI产业加速落地、算力需求持续扩张的大背景下，联想凭借全球供应链能力、算力基础设施整合能力以及企业级客户资源，有望持续受益于新一轮科技周期。机构资金的持续增持，也反映出资本市场对联想集团在AI时代长期竞争力与价值重估空间的认可。随着AI终端与算力基础设施需求的不断释放，联想集团的产业价值和资本市场关注度有望进一步提升。本文来自和讯财经，更多精彩资讯请下载“和讯财经”APP","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":"shareholding","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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":"4.36.2","shortVersion":"4.36.2","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/2618929073","isCrawlerRequest":true}

摩根大通增持联想集团 持仓比例升至7.21% 国际资本持续看好公司长期价值

精彩评论

摩根大通增持联想集团持仓比例升至7.21% 国际资本持续看好公司长期价值