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联想集团

30.880

-1.460-4.51%

成交量：5,544.07万

成交额：17.26亿

市值：3,960.67亿

市盈率：28.29

高：31.940

开：31.540

低：30.300

收：32.340

52周最高：37.880

52周最低：8.406

股本：128.26亿

香港流通股本：128.26亿

量比：1.24

换手率：0.43%

股息：0.42

股息率：1.37%

每股收益(LYR):1.091

净资产收益率：14.67%

总资产收益率：3.02%

市净率：7.57

市盈率(LYR):28.29

市销率: 0.55

数据加载中...

总览公司新闻资讯公告

从“单点尝试”到“AI原生” 联想发布《算力实战图鉴》

AI进入价值兑现期，全球AI基建龙头联想集团的“确定性”答案

联想集团宋春雨：AI才刚刚开始下一站是千行百业

联想集团陈振宽：明年一定是超节点大年，将进入大规模商用阶段

恒指、恒科齐涨；半导体、光通信、黄金板块走强，石油石化、医药股下挫；联想涨超8% | 港股收盘

每日经济新闻

港股收盘｜恒指涨0.19% 联想集团涨超8%

联想：让智能体具备成为“员工”的条件

联想集团(00992)股价上升8.077%，现价港币$33.72

阿斯达克财经

联想集团(00992)出现大手卖出16万股，成交价$33.5，涉资536万

阿斯达克财经

联想创投宋春雨：当前是第四次工业革命的初期阶段

每日经济新闻

联想集团CFO郑孝明：我们被市场低估了

《港股》恒指半日反复升30点宁德跌逾3%失500元关智谱弹逾8% 联想升7%

阿斯达克财经

逆势涨近8%站稳4000亿港元联想集团CFO郑孝明：AI基建持续放量正成为新增长支撑

港股异动 | 联想集团涨超6%，CFO指净利率长期看到5%-8%，公司市值被严重低估

联想集团CFO郑孝明：净利率长期看到5~8% 能做到戴尔的水平

每日经济新闻

联想集团郑孝明：公司估值仅有戴尔七分之一被严重低估未来长期净利润可达8%

异动解读｜联想集团盘中上涨3.14%，x86服务器出货量登顶全球第一叠加可转债全额转换完毕

港股开盘 | 恒指高开0.50% 舜宇光学科技(02382)涨超2% 宁德时代(03750)跌超2%

港股开盘：恒指、恒科集体高开；电气设备、煤炭下跌；有色金属、半导体上涨；阿里、百度、比亚迪、联想集体上涨

凯雷高管警告称AI数据中心融资令人联想到金融危机前的次贷市场

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19:05","pubTimestamp":1789556700,"startTime":"0","endTime":"0","summary":"作为全球AI基建龙头企业，联想集团正处于这轮AI基础设施扩张与价值兑现的一线，也是少数能够用真实数字作答的公司之一。作为全球AI基建龙头企业，联想集团是本轮AI基础设施扩张与价值兑现的重要参与者。从出货量、订单到收入和利润，AI基建需求加速转化为真实业绩的同时，也让联想成为观察这一轮AI投资兑现的代表性样本。AI投资峰会现场解读AI投资的商业化落地与兑现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-09-16/doc-inirzmyz3787442.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0049112450.USD","00992","LU1808992512.USD","LU1235295612.USD","TCHI","LU1366334578.USD","LU0320764755.SGD","LU0029875118.USD","LU1785774172.SGD","LU0862451753.SGD","LU0890818403.SGD","BK1526","BK1607","LU0791590937.USD","LU1267930227.SGD","AGIX","LU0128525689.USD","LU0572940350.SGD","LU0348825331.USD","LU0672654166.SGD","LU0791591158.USD","80992","LU1046422090.SGD","IE0003895053.USD","LU0370786039.SGD","IE00B0JY6N72.USD","LU0264606111.USD","QTOC","LU0572939691.SGD","LU0862451837.USD","LU2242644610.SGD","HK0000320223.HKD","ARTY","BK1193","LU0310800965.SGD","AIPO","HK0000306685.HKD","IE0034224299.USD","LU0543330483.HKD","LU0048580855.USD","VTHR","LU0417516902.SGD","LNVGY","IE0032431581.USD","LU0972618739.USD","CHAT","LU0052756011.USD","LU0561508036.HKD","LU0348827113.USD","HK0000306701.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667604143","title":"联想集团宋春雨：AI才刚刚开始 下一站是千行百业","url":"https://stock-news.laohu8.com/highlight/detail?id=2667604143","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667604143?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 17:55","pubTimestamp":1789552500,"startTime":"0","endTime":"0","summary":"宋春雨指出，今年是联想创投成立第十年，目前已累计投资330家企业，其中26家成功IPO。谈及AI产业所处的发展阶段，宋春雨认为，AI才刚刚开始，这确实是第四次工业革命的早期阶段。宋春雨表示，近期市场非常关注存储价格是否还会继续上涨，而在他看来，这一轮AI周期才刚刚开始，目前市场上看到的主要还是第一波基础设施建设，AI真正进入千行百业尚未开始。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-09-16/doc-inirzmyz3726769.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0862451837.USD","LU2242644610.SGD","LU0348827113.USD","LU0310800965.SGD","LU1235295612.USD","LU1366334651.USD","IE0034224299.USD","LU0672654166.SGD","LU1046422090.SGD","LU1366334578.USD","LU0320764755.SGD","LU0543330483.HKD","LU1267930227.SGD","IE00B0JY6N72.USD","AGIX","LU0128522157.USD","LU0417516902.SGD","LU0128525689.USD","IE0003895053.USD","LU1808992512.USD","VTHR","BK1193","ARTY","HK0000320223.HKD","BK1526","CHAT","LU0348825331.USD","00992","LU0791591158.USD","AIPO","LU0862451753.SGD","BK1607","LU0370786039.SGD","HK0000306701.USD","LU0572939691.SGD","LNVGY","80992","LU0561508036.HKD","LU1785774172.SGD","LU0029875118.USD","HK0000320264.USD","LU0572940350.SGD","LU0890818403.SGD","TCHI","LU0264606111.USD","LU0972618739.USD","LU0791590937.USD","LU0052756011.USD","LU0048580855.USD","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667443604","title":"联想集团陈振宽：明年一定是超节点大年，将进入大规模商用阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2667443604","media":"睿见Economy","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667443604?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 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16:48","pubTimestamp":1789548483,"startTime":"0","endTime":"0","summary":"9月16日，香港恒生指数收涨0.19%，恒生科技指数涨0.79%。盘面上，半导体板块全天强势，有色、化工、传媒、银行等上涨。电气设备、机械、石油石化、家电、煤炭等板块跌幅居前。半导体、光通信板块走强，剑桥科技涨超10%，上海复旦涨超8%，华虹宏力涨超5%，中际旭创涨超4%；黄金股普涨，灵宝黄金涨超8%，赤峰黄金涨超7%，山东黄金涨超5%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609163876087198.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609163876087198.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["USL","159831","FTXN","159938","NBDS","SGOL","DIG","OILT","VXUS","IAUM","OUNZ","IXC","BEGS","WTIU","USOI","KCAI","JDST","OILU","SOXQ","DBE","FOTO","SHNY","VGT","02840","XSD","SMH","GOAU","SMHX","SIXG","DGP","CHPS","BAR","159019","IAUI","00992","PALL","GDX","159582","OILK","SOXX","JNUG","SOXL","SGDM","UGL","SSG","07226","PXE","TEKX","IAU","GBUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667997606","title":"港股收盘｜恒指涨0.19% 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16:14","pubTimestamp":1789546469,"startTime":"0","endTime":"0","summary":"恒指报收24713.78点，涨0.19%，恒生科技指数报收4325.45点，涨0.79%。剑桥科技涨超10%，联想集团涨超8%，天数智芯涨超6%，智谱、华虹宏力涨超5%，中芯国际涨超4%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609163876059356.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609163876059356.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["03033","BK1193","513600","LU0572939691.SGD","LU0791591158.USD","LU0048580855.USD","02800","HK0000306701.USD","HK0000320223.HKD","LU0164880469.USD","BK1607","LU0543330483.HKD","LU0561508036.HKD","03417","BK1610","LU0890818403.SGD","LU0348827113.USD","LU2242644610.SGD","IE00B0JY6N72.USD","02833","LU0417516902.SGD","IE0032431581.USD","09115","LNVGY","LU1481107354.HKD","00992","BK1526","HK0000306685.HKD","09088","LU0862451753.SGD","LU0791590937.USD","LU0310800965.SGD","HHImain","LU0128522157.USD","07200","LU1785774172.SGD","LU1366334578.USD","LU0972618739.USD","03037","07500","BK1163","LU0320764755.SGD","HSI","82800","07226","IE0003895053.USD","03067","03423","LU0029875118.USD","LU0149721374.USD","LU0672654166.SGD","LU1235295612.USD","IE0034224299.USD","09067","LU1808992512.USD","MCHmain","03419","HK0000320264.USD","HSTECH","02837","LU1046422090.SGD","83115","LU0128525689.USD","LU0264606111.USD","03088","LU0370786039.SGD","BK1614","LU0049112450.USD","LU0052756011.USD","MHImain","07552","LU0862451837.USD","TCHI","03115","80992","03032","LU1267930227.SGD","LU1366334651.USD","688981","00981","LU0348825331.USD","LU0572940350.SGD","07300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667605039","title":"联想：让智能体具备成为“员工”的条件","url":"https://stock-news.laohu8.com/highlight/detail?id=2667605039","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667605039?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 15:53","pubTimestamp":1789545180,"startTime":"0","endTime":"0","summary":"近日，由中国管理模式50人+论坛（C50+）主办的“2026年企业管理最佳实践榜发布盛典”举行，正式发布了“2026年企业管理最佳实践榜”。联想“构建碳硅融合的AI原生组织”案例入选，并荣获“年度十大最佳实践”奖。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609163876049180.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609163876049180.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["03441","LU0052756011.USD","LU0310800965.SGD","HK0000320264.USD","LU1785774172.SGD","HK0000306685.HKD","LU0370786039.SGD","LU0320764755.SGD","LU0417516902.SGD","LU1366334578.USD","BK1193","IE0003895053.USD","IE0032431581.USD","TCHI","LU0348827113.USD","LU0049112450.USD","LU1267930227.SGD","LU0672654166.SGD","LU0890818403.SGD","LU0791591158.USD","LU0029875118.USD","HK0000320223.HKD","LU1808992512.USD","LU0048580855.USD","LU0128525689.USD","LU1235295612.USD","LNVGY","LU1046422090.SGD","LU0791590937.USD","LU0561508036.HKD","LU2242644610.SGD","LU0862451753.SGD","LU0348825331.USD","80992","IE00B0JY6N72.USD","IE0034224299.USD","LU0264606111.USD","BK1526","BK1607","HK0000306701.USD","00992","LU0543330483.HKD","LU1366334651.USD","LU0862451837.USD","LU0572940350.SGD","LU0572939691.SGD","LU0128522157.USD","LU0972618739.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667067052","title":"联想集团(00992)股价上升8.077%，现价港币$33.72","url":"https://stock-news.laohu8.com/highlight/detail?id=2667067052","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667067052?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 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股价在下午02:00比前收市价上升8.077%，现股价为港币$33.72。至目前为止，今日最高价为$33.72，而最低价为$31.64。总成交量为7.007千万股，总成交金额为港币$23.031亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609161848/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609161848/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0128522157.USD","LU0791590937.USD","LU0310800965.SGD","LU2242644610.SGD","LU0572939691.SGD","LU0543330483.HKD","BK1526","LU1785774172.SGD","LU0128525689.USD","LU0348825331.USD","LU1267930227.SGD","TCHI","HK0000306685.HKD","LU1366334651.USD","LU0029875118.USD","HK0000320223.HKD","LNVGY","IE00B0JY6N72.USD","LU0791591158.USD","LU0972618739.USD","LU1808992512.USD","LU0348827113.USD","IE0032431581.USD","IE0003895053.USD","LU1235295612.USD","LU1366334578.USD","LU0320764755.SGD","HK0000306701.USD","LU0052756011.USD","LU0572940350.SGD","LU0890818403.SGD","BK1607","80992","LU0417516902.SGD","LU0862451837.USD","LU0264606111.USD","LU0049112450.USD","BK1193","LU0048580855.USD","LU0561508036.HKD","LU0862451753.SGD","IE0034224299.USD","LU1046422090.SGD","HK0000320264.USD","00992","LU0370786039.SGD","LU0672654166.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667567707","title":"联想集团(00992)出现大手卖出16万股，成交价$33.5，涉资536万","url":"https://stock-news.laohu8.com/highlight/detail?id=2667567707","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667567707?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 13:49","pubTimestamp":1789537740,"startTime":"0","endTime":"0","summary":"[大手成交]联想集团(00992)在下午01:49出现大手卖出，成交量为16万，成交价为港币$33.5，涉资536万。至目前为止，股价升7.372%，今日最高价为$33.68，而最低价为$31.64，总成交量为6.741千万股，总成交金额港币$22.136亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609164243/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609164243/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0972618739.USD","LU0320764755.SGD","LU0862451837.USD","LU2242644610.SGD","LU0561508036.HKD","LU0862451753.SGD","LU1235295612.USD","LU0672654166.SGD","LU0543330483.HKD","LNVGY","LU0890818403.SGD","BK1193","LU0370786039.SGD","LU0348825331.USD","LU1046422090.SGD","IE0003895053.USD","BK1526","LU0128525689.USD","LU0310800965.SGD","IE00B0JY6N72.USD","80992","LU0049112450.USD","LU0348827113.USD","LU1267930227.SGD","LU0417516902.SGD","HK0000320223.HKD","LU1808992512.USD","LU1785774172.SGD","LU0029875118.USD","HK0000306685.HKD","LU0128522157.USD","LU1366334651.USD","IE0032431581.USD","LU0572939691.SGD","LU0048580855.USD","LU0052756011.USD","BK1607","LU0264606111.USD","LU0572940350.SGD","LU0791591158.USD","00992","LU1366334578.USD","LU0791590937.USD","TCHI","HK0000306701.USD","HK0000320264.USD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667672332","title":"联想创投宋春雨：当前是第四次工业革命的初期阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2667672332","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667672332?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 12:39","pubTimestamp":1789533568,"startTime":"0","endTime":"0","summary":"【联想创投宋春雨：当前是第四次工业革命的初期阶段】9月16日，在“AI投资峰会”上，联想集团副总裁、联想创投首席投资官、高级合伙人在圆桌上表示，AI才刚刚开始，当前是第四次工业革命的初期阶段，距离大模型的爆发才过去不足4年，当前才到基础建设，还没有真正意义上进入产业。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609163875899151.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609163875899151.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0791591158.USD","HK0000320264.USD","LU0370786039.SGD","LU0561508036.HKD","LU0052756011.USD","03441","IE0032431581.USD","LU0862451837.USD","LU1046422090.SGD","HK0000306701.USD","IE00B0JY6N72.USD","BK1193","BK1607","00992","IE0003895053.USD","LU0310800965.SGD","80992","LU0048580855.USD","LU0320764755.SGD","LU0543330483.HKD","LU1366334578.USD","TCHI","LU1235295612.USD","LU0264606111.USD","LU0862451753.SGD","LU0128525689.USD","LNVGY","LU0348827113.USD","LU2242644610.SGD","IE0034224299.USD","LU0572939691.SGD","LU1785774172.SGD","LU1808992512.USD","LU0890818403.SGD","BK1526","LU0672654166.SGD","LU0972618739.USD","HK0000306685.HKD","LU0348825331.USD","LU0417516902.SGD","HK0000320223.HKD","LU0029875118.USD","LU0049112450.USD","LU0128522157.USD","LU0791590937.USD","LU0572940350.SGD","LU1267930227.SGD","LU1366334651.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667674002","title":"联想集团CFO郑孝明：我们被市场低估了","url":"https://stock-news.laohu8.com/highlight/detail?id=2667674002","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667674002?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 12:38","pubTimestamp":1789533521,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["LU0049112450.USD","LU0048580855.USD","LU0543330483.HKD","LU0561508036.HKD","LU0128525689.USD","LU0348827113.USD","LU0572940350.SGD","LU0672654166.SGD","IE00B0JY6N72.USD","LU0310800965.SGD","LU0348825331.USD","LU1366334651.USD","LU0052756011.USD","LU1366334578.USD","TCHI","LU0791590937.USD","HK0000306685.HKD","BK1607","LU0417516902.SGD","LU0972618739.USD","IE0034224299.USD","LU0890818403.SGD","LU1046422090.SGD","BK1526","LNVGY","LU0370786039.SGD","HK0000320264.USD","LU1808992512.USD","00992","LU0264606111.USD","HK0000320223.HKD","LU0862451837.USD","LU1235295612.USD","LU1267930227.SGD","IE0003895053.USD","LU0862451753.SGD","LU0791591158.USD","LU2242644610.SGD","LU1785774172.SGD","LU0128522157.USD","LU0572939691.SGD","HK0000306701.USD","IE0032431581.USD","80992","LU0320764755.SGD","LU0029875118.USD","BK1193"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667672307","title":"《港股》恒指半日反复升30点 宁德跌逾3%失500元关 智谱弹逾8% 联想升7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667672307","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667672307?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 12:38","pubTimestamp":1789533480,"startTime":"0","endTime":"0","summary":"美股连跌第二日，债息及油价急升触发忧虑。恒生指数高开122点后一度倒跌近100点，其后再度回升，半日收报24,697点，反复升30点或0.12%，大市成交额956.53亿元；恒生科技指数报4,328点，升37点或0.87%；国企指数报8,201点，跌3点或0.05%。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221020124424218_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221020124424218_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1544762/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1544762/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1934455863.HKD","AAPW","LU0890818403.SGD","LU0269904917.USD","LU2347655073.USD","LU1226288097.SGD","LU2360032135.SGD","LU2452424414.USD","LU0203345920.USD","LU0516422366.SGD","LU0210536198.USD","LU0828237940.HKD","LU3063872942.SGD","LU0965508806.USD","IE00BK4W5L77.USD","LU1119994496.HKD","LU2106854487.HKD","LU0109392836.USD","LU1582986359.USD","XIACY","LNVGY","LU1804176565.USD","HK0000288784.HKD","BK4527","LU0588545904.SGD","LU0738911758.USD","IE00BSNM7G36.USD","IE00BJTD4V19.USD","01818","IE00BFSS8Q28.SGD","LU2097828557.USD","LU0029874905.USD","LU0737861699.HKD","LU2251237306.USD","LU0943347566.SGD","LU1066051811.HKD","LU0052750758.USD","LU2552382058.USD","LU0164880469.USD","LU0633140727.USD","LU0079474960.USD","LU1267930730.SGD","LU2097344431.USD","LU0823413587.USD","LU0886674414.USD","LU0080751232.USD","LU1105468828.SGD","LU2420271590.USD","LU0965509101.SGD","HK0000252152.HKD","LU2045819591.USD","LU0531970944.HKD","LU0164872284.USD","LU1551013342.USD","IE000YTNTUN2.SGD","LU0198837287.USD","LU0264606111.USD","BK4579","IE00BZ08YT58.USD","LDEM","LU0472753341.HKD","ODDS","IE00BPRC5H50.USD","JADE","601899","LU0444973449.USD","BK1609","LU0784385840.USD","LU1732800096.USD","LU1868837565.USD","LU1629966141.USD","LU2463028550.USD","IE00B3M56506.USD","LU0865486749.SGD","LU1074936037.SGD","LU0084288322.USD","LU0543330483.HKD","IE0009570106.USD","LU0164865239.USD","LU1993786604.SGD","LU0787776722.HKD","BK1501","LU0211327993.USD","LU1979441026.SGD","LU0516423174.USD","81810","IE00B0169L03.USD","LU2362541513.USD","LU0069063385.USD","DRGN","09115","LU0235996351.USD","LU0499858602.USD","IE00BMPRXN33.USD","LU1688375341.USD","LU0611395673.USD","LU1808992512.USD","LU0348767384.USD","IE0000B7K699.USD","LU0054237671.USD","LU0477156797.USD","BK4585","LU1328277881.USD","LU1675838814.USD","IE00B7KXQ091.USD","SPTE","LU1226287875.USD","LU1242518857.USD","IE00B4YYXB79.USD","BK1589","LU0469268626.HKD","LU1852331112.SGD","LU1718418525.SGD","LU1008478684.HKD","LU2108987350.USD","SG9999017495.SGD","IE000BZT7R73.USD","LU1251922891.USD","HSBC","IE000KEQY171.SGD","LU0265550359.USD","BK1572","LU0572940350.SGD","IE0031814852.USD","LU1144417596.USD","HK0000306701.USD","FFEM","BK1095","LU1571399168.USD","LU1732799900.SGD","LU2089283258.USD","SG9999011746.SGD","IE0009G5SDU7.USD","LU2403377893.USD","LU2860962120.EUR","LU0979878070.USD","LU0898667661.SGD","IE00BN8TJ469.HKD","HK0000165453.HKD","LU2999663052.SGD","XSOE","BK4170","SAAPLmain","IE00BMPRXR70.SGD","LU2226246903.HKD","LU1935043452.HKD","LU2177674079.SGD","IE00B3SWFQ91.USD","SG9999006597.SGD","TCOM","LU0314109678.HKD","LU1206782309.USD","LU1244550577.SGD","LU2152927971.USD","LU0348735423.USD","LU0417516738.SGD","LU2461242641.AUD","LU0072462343.USD","LU0234570918.USD","LU1880398471.USD","LU1496350502.SGD","TYLG","LU0307460666.USD","BK1618","LU2506951875.HKD","LU1201861165.SGD","IE00B1XK9C88.USD","LU0708995153.HKD","LU0049112450.USD","LU0912757837.SGD","BK4576","LU2456880835.USD","LU1282651048.USD","LU0516423091.SGD","LU2148510915.USD","LU2417539215.USD","SG9999015358.SGD","IE000Q6AESB8.SGD","LU1242518931.SGD","LU1023057109.AUD","LU1807302812.USD","SG9999015952.SGD","00992","HK0000320264.USD","LU2896262040.SGD","LU1935042488.USD","07500","06869","BK1607","HK0000352382.USD","LU0164939612.USD","LU0345768740.USD","LU0441854154.USD","LU1803068979.SGD","LU2746668974.SGD","LU2065169927.USD","LU1769817096.USD","LU0353189763.USD","KWEB","LU0828237510.HKD","LU0353189680.USD","LU2552382132.HKD","LU0417517546.SGD","SGXZ80539844.SGD","BK4574","LU3227948356.SGD","SG9999000418.SGD","LU0359201612.USD","SG9999001093.SGD","LU0541501648.USD","LU0675040207.SGD","BK1249","LU1568876251.USD","LU2097828474.EUR","LU2236285917.USD","BK1517","LU1282649067.USD","BK1544","LU2265009873.SGD","LU0051755006.USD","LU2054465674.USD","BK1240","HBBD.SI","LU0314106906.USD","LU0456854461.SGD","LU0607220059.USD","LU0823039010.USD","CXSE","LU0588545490.SGD","LU1400636574.HKD","LU0256863811.USD","LU1989772840.SGD","LU0918141887.USD","LU0070217475.USD","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联想集团CFO郑孝明：AI基建持续放量正成为新增长支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2667713674","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667713674?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 12:28","pubTimestamp":1789532880,"startTime":"0","endTime":"0","summary":"相比之下，截至11时48分，联想集团逆势上涨近8%，市值继续稳居4000亿港元上方。除估值差异外，AI基础设施业务持续放量正在成为联想新的增长支撑。在此前的交流中，他还透露，联想AI服务器潜在业务机会储备已由早期100多亿美元、200多亿美元进一步增长至500多亿美元。郑孝明认为，AI基础设施需求仍是长期趋势，企业目前仍处于AI投入早期阶段，随着内部数据、组织架构和流程逐步完成改造，后续企业级推理需求将大量释放。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-09-16/doc-iniryvce3076242.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1607","TCHI","IE0003895053.USD","LU0029875118.USD","AGIX","LU0890818403.SGD","LU2242644610.SGD","BK1526","LU1366334578.USD","VTHR","LU0561508036.HKD","HK0000320223.HKD","LU0052756011.USD","ARTY","HK0000306701.USD","LU0862451837.USD","BK1193","LU0264606111.USD","LU0128522157.USD","LU0862451753.SGD","LU0320764755.SGD","LU0572940350.SGD","QTOC","LU0791591158.USD","LNVGY","LU1046422090.SGD","80992","IE0034224299.USD","00992","LU0049112450.USD","LU0348827113.USD","LU1808992512.USD","HK0000320264.USD","LU0972618739.USD","LU1267930227.SGD","LU0417516902.SGD","LU1366334651.USD","LU0048580855.USD","IE00B0JY6N72.USD","LU0310800965.SGD","LU0672654166.SGD","LU1785774172.SGD","AIPO","LU0348825331.USD","LU1235295612.USD","CHAT","HK0000306685.HKD","IE0032431581.USD","LU0370786039.SGD","LU0791590937.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667671676","title":"港股异动 | 联想集团涨超6%，CFO指净利率长期看到5%-8%，公司市值被严重低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2667671676","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667671676?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 11:32","pubTimestamp":1789529542,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，联想集团涨超4%，截至发稿，涨4.04%，报32.46港元，成交额8.87亿港元。消息面上，据报道，9月16日，在“AI 投资峰会”上，联想集团高级副总裁兼首席财务官CFO郑孝明被问及净利润目标以及与戴尔科技的对比时表示，联想集团的利润率提升比较快，考虑到行业竞争，未来仍将平衡增长与利润，从长期来看，预计净利润率可达5%~8%，能达到戴尔的水平。AI相关业务收入同比增长60%，达到634亿元人民币，创历史新高。","market":"hk","thumbnail":"https://static.tigerbbs.com/7f10c5571533b425a393d535b40586ec","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7f10c5571533b425a393d535b40586ec"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1496667.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"联想集团CFO指净利率长期看到5%-8%，公司市值被严重低估","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1785774172.SGD","TCHI","LU2242644610.SGD","LU0348827113.USD","LU0561508036.HKD","IE00B0JY6N72.USD","LU0972618739.USD","BK4585","HK0000306701.USD","BK4588","LU1267930227.SGD","LU0370786039.SGD","LU0791590937.USD","LU0890818403.SGD","LU0029875118.USD","LU0052756011.USD","LU0572939691.SGD","HK0000306685.HKD","LU0128522157.USD","VXUS","BK1526","IE0032431581.USD","LU0672654166.SGD","KCAI","LU0543330483.HKD","80992","LU1366334578.USD","IE0034224299.USD","LU0791591158.USD","IE0003895053.USD","BK1607","LU0348825331.USD","HK0000320223.HKD","HK0000320264.USD","LU0862451837.USD","LU0320764755.SGD","BK1193","LU0310800965.SGD","00992","LU0264606111.USD","LU0572940350.SGD","LU0417516902.SGD","LU0128525689.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667701679","title":"联想集团CFO郑孝明：净利率长期看到5~8% 能做到戴尔的水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2667701679","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667701679?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 10:48","pubTimestamp":1789526924,"startTime":"0","endTime":"0","summary":"【联想集团CFO郑孝明：净利率长期看到5~8% 能做到戴尔的水平】9月16日，在“AI投资峰会”上，联想集团高级副总裁兼首席财务官CFO郑孝明被问及净利润目标以及与戴尔科技的对比时表示，联想集团的利润率提升比较快，考虑到行业竞争，未来仍将平衡增长与利润，从长期来看，预计净利润率可达5%~8%，能达到戴尔的水平。“我们现在市值只有戴尔的七分之一，但是从我们的规模和净利润来看，完全是被市场低估了。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609163875839780.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609163875839780.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0348827113.USD","LU1235295612.USD","LU0048580855.USD","HK0000306685.HKD","LU0029875118.USD","LU0890818403.SGD","LU2242644610.SGD","LU0128522157.USD","TCHI","LU0264606111.USD","HK0000320223.HKD","LU1046422090.SGD","IE00B0JY6N72.USD","IE0034224299.USD","LU0320764755.SGD","LNVGY","IE0003895053.USD","LU0128525689.USD","LU0543330483.HKD","LU1267930227.SGD","BK1193","LU0862451837.USD","LU0561508036.HKD","LU1808992512.USD","LU0572939691.SGD","LU0972618739.USD","LU0052756011.USD","LU0572940350.SGD","IE0032431581.USD","LU0791590937.USD","LU1366334578.USD","HK0000306701.USD","LU0310800965.SGD","LU0348825331.USD","LU0049112450.USD","BK1526","LU0417516902.SGD","LU1366334651.USD","LU1785774172.SGD","BK1607","LU0370786039.SGD","00992","HK0000320264.USD","LU0672654166.SGD","LU0862451753.SGD","80992","LU0791591158.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667140674","title":"联想集团郑孝明：公司估值仅有戴尔七分之一被严重低估 未来长期净利润可达8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667140674","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667140674?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 10:44","pubTimestamp":1789526640,"startTime":"0","endTime":"0","summary":"针对联想集团的长期估值问题，郑孝明直言，当前联想的市场尚未充分反映公司的收入、盈利能力和增长前景。他以戴尔科技为参照表示，“我们的估值大概是戴尔的七分之一，但我们的收入和净利润并没有相差7倍。这方面我们是完全被市场低估的。”他强调，联想未来长期净利率可看到5%-8% ，对标戴尔盈利水平。郑孝明指出，AI是一个长期机会，目前只处于刚刚开始的阶段。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-09-16/doc-iniryvaw7895297.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1158237985","title":"异动解读｜联想集团盘中上涨3.14%，x86服务器出货量登顶全球第一叠加可转债全额转换完毕","url":"https://stock-news.laohu8.com/highlight/detail?id=1158237985","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158237985?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 10:35","pubTimestamp":1789526109,"startTime":"0","endTime":"0","summary":"9月16日，联想集团盘中上涨3.14%，报32.18港元/股，成交额4.71亿港元。IDC最新数据显示，联想二季度全球x86服务器出货量达28.6万台，同比增长45.6%，首次跃居全球第一；同期x86服务器收入达82.6亿美元，同比增长96%，稳居全球第二，与戴尔营收份额差距缩至0.6个百分点。这是联想自收购IBM x86服务器业务以来首次登顶出货量榜首。此外，联想6.75亿美元2029年到期可转债已全部完成转换或将于9月16日赎回，不再有未偿还余额，潜在股本稀释不确定性彻底消除。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"联想集团异动拉升，x86服务器出货量首登全球第一","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667763476","title":"港股开盘 | 恒指高开0.50% 舜宇光学科技(02382)涨超2% 宁德时代(03750)跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667763476","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667763476?lang=zh_cn&edition=fundamental","pubTime":"2026-09-16 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