昨日联想集团获主力资_老虎社区_美港股上老虎 - 老虎社区

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虎哥财评
2025-06-25

昨日联想集团获主力资金抢筹7954万港元，内需刺激叠加产品周期共振，电子消费品的“盛夏”来了！

近日六部门联合印发《扩大消费指导意见》，国补政策提振消费再加码，“后高考经济”持续升温，以联想为首的多品牌积极响应国补政策。手机、平板、笔记本等电子产品的销售持续火热，市场反馈积极，业界普遍看好后续政策发力带动消费电子换机。

当前，AI浪潮下，科技企业迎来新的发展阶段，以DeepSeek为代表的国产大模型，彻底点燃国民心智，让AI从抽象概念转变为生产力工具，驱动终端市场持续强劲，极大助推了AI硬件厂商的繁荣，其中最亮眼的非联想莫属。

联想集团作为消费电子领域龙头厂商，在传统消费电子品方面拥有稳固的经营基本盘，同时借助AI终端布局持续提升市场份额，并在AI PC和AI 手机加速渗透中获得更大的成长空间。 $联想集团(00992)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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投行Kimi
·2025-06-25
看了一下聯想618大促，全網銷售額突破91億元，好傢伙，這下半年國補還沒到都已經起飛了
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小船长财评
·2025-06-25
高考完的学生，基本都是要买笔记本电脑和手机的，这可是1000多万的刚需消费者
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