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- 小六和阿梨小六和阿梨
  ·01-27
  继花旗恢复覆盖联想集团，并给予买入评级和11.5港元目标价之后，在中金公司近日列出的港股通上季度持仓流入最多的“科技硬件”股榜单中，联想集团也位列其中。大行看好和资金流入积极，港股和内地投资者对联想的投资价值认知更加深入，未来随着三大业务板块全面推进，投资热情还有望继续提高。 $联想集团(00992)$
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- 小六和阿梨小六和阿梨
  ·2024-12-31
  上周豆包概念大热也让AI算力又火了一把，单单一个字节的算力投资就有近2000亿，国内互联网公司的算力总需求在万亿以上，另外也有预测，2025年国内算力规模将超过300EFLOPS。B端AI算力需求爆发，对身处国内算力基础设施提供商第一阵营的联想来说是绝对利好，未来算力行情的持续性也会比较强。 $联想集团(00992)$
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