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80992 联想集团-R
休市中 09-18 15:59:50
32.220
+3.000
+10.27%
最高
32.220
最低
30.740
成交量
3.60万
今开
30.740
昨收
29.220
日振幅
5.07%
总市值
4,000亿
流通市值
4,000亿
总股本
124.15亿
成交额
112.78万
换手率
0.00%
流通股本
124.15亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
联想创投宋春雨：联想十年投资330家科创企业，AI产业下一站是千行百业
新浪财经 · 09-18 17:37
联想创投宋春雨：联想十年投资330家科创企业，AI产业下一站是千行百业
港股收评：恒指涨，恒科大涨超2%；半导体爆发，黄金股大涨，煤炭下跌；MINIMAX大涨超18%，联想大涨超9%，阿里、智谱、零跑集体上涨
中新经纬 · 09-18 16:15
港股收评：恒指涨，恒科大涨超2%；半导体爆发，黄金股大涨，煤炭下跌；MINIMAX大涨超18%，联想大涨超9%，阿里、智谱、零跑集体上涨
港股子曰 |两个关键词 联想飙出历史新高
每日经济新闻 · 09-18 14:10
港股子曰 |两个关键词 联想飙出历史新高
港股午评|恒生指数早盘涨0.67% AI制药板块大涨
智通财经 · 09-18 12:00
港股午评|恒生指数早盘涨0.67% AI制药板块大涨
联想市值超越美团
智通财经 · 09-18 11:39
联想市值超越美团
港股异动 | 联想集团续升6%，CFO郑孝明指联想估值被严重低估，未来净利率对标戴尔
智通财经 · 09-18 11:22
港股异动 | 联想集团续升6%，CFO郑孝明指联想估值被严重低估，未来净利率对标戴尔
联想集团股价刷新历史新高 市值逼近4500亿港元
每日经济新闻 · 09-18 10:59
联想集团股价刷新历史新高 市值逼近4500亿港元
港股异动 | 联想集团(00992)再涨超5% CFO郑孝明指联想估值被严重低估 未来净利率对标戴尔
智通财经 · 09-18 10:47
港股异动 | 联想集团(00992)再涨超5% CFO郑孝明指联想估值被严重低估 未来净利率对标戴尔
联想集团（00992）涨2.97% 高管释放中长期盈利指引
金吾财讯 · 09-18 10:11
联想集团（00992）涨2.97% 高管释放中长期盈利指引
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
滚动播报 · 09-16
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
睿见Economy · 09-16
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
睿见Economy · 09-16
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
联想发布《算力实战图鉴》：降低Token成本需从芯片、模型等系统性发力
凤凰网科技 · 09-16
联想发布《算力实战图鉴》：降低Token成本需从芯片、模型等系统性发力
港股收盘｜恒指涨0.19% 联想集团涨超8%
第一财经 · 09-16
港股收盘｜恒指涨0.19% 联想集团涨超8%
联想集团CFO郑孝明：我们被市场低估了
格隆汇 · 09-16
联想集团CFO郑孝明：我们被市场低估了
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
睿见Economy · 09-16
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
智通财经 · 09-16
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 · 09-16
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
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%
智通财经 · 09-16
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%
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
格隆汇 · 09-16
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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公司概况
公司名称：
联想集团-R
所属市场：
SEHK
上市日期：
--
主营业务：
联想集团有限公司是一家主要从事开发、制造和销售科技产品及提供服务的投资控股公司。该公司通过三个分部运营其业务。智能设备业务集团分部从事制造和销售个人电脑（PC）、平板电脑、智能手机及其他智能设备。基础设施方案业务集团分部从事提供人工智能（AI）产品、服务及伙伴关系、开发完善的全栈基础设施解决方案组合以及提供存储解决方案。方案服务业务集团分部从事提供跨个人电脑、基础设施及行业智能的信息技术（IT）解决方案和服务，包括支持服务、运维服务及即服务（AaS）产品。该公司在国内和国外市场开展业务。
发行价格：
--
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16:15","pubTimestamp":1789719338,"startTime":"0","endTime":"0","summary":"18日，港股主要指数走高。截至收盘，恒指涨0.60%，恒生科技指数大涨2.20%。盘面上，半导体板块爆发，黄金股大涨，硬件设备、消费、有色金属等上涨。煤炭、石油石化、建材等下跌。科网股普涨，MINIMAX大涨超18%，联想大涨超9%，零跑、天数智芯、智谱、华虹宏力、蔚来、快手、中芯国际、阿里等涨幅居前。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609183878618663.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609183878618663.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":["PSI","00992","BABX","BABU","KBAB","CHPS","00100","MQQQ","BABW","SOXL","BBYY","FWD","SOXQ","SMH","SOXX","SOXS","CWC","513600","ALBmain","VGT","HHImain","SMHX","TECY","LNVGY","03441","FTXL","CHPY","NBDS","80992","159582","EIS","CLIX","TEKX","TCHI","GLDW","XSD","159562","VXUS","HSI","SSG","07226","BABA","MHImain","ONLN","02513","KCAI","161032","USD","SOXY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668104079","title":"港股子曰 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14:10","pubTimestamp":1789711808,"startTime":"0","endTime":"0","summary":"今天（9月18日）盘中，联想集团（00992）大涨超过8%，股价创出历史新高。截至9月18日，联想累计涨幅超过310%，总市值突破4600亿港元，超过了美团的总市值。联想这一波大涨，实际上是从本周三开始的。9月16日，在“AI投资峰会”上，联想集团高管的公开亮相，向市场释放了不少重要信息。其中，两大核心关键词，很可能是促成联想股价创历史新高的重要催化剂。第一个关键词是“戴尔”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609183878526260.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/202609183878526260.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","HK0000320264.USD","LU0862451837.USD","LU0862451753.SGD","LU0561508036.HKD","HK0000306685.HKD","LU1785774172.SGD","HK0000306701.USD","BK4585","LU0348825331.USD","LU0572939691.SGD","LU0049112450.USD","LU1235295612.USD","LU0310800965.SGD","80992","LNVGY","LU0672654166.SGD","KCAI","IE0032431581.USD","IE00B0JY6N72.USD","BK1607","IE0003895053.USD","TCHI","BK1193","BK4588","LU0791591158.USD","LU1808992512.USD","LU0890818403.SGD","LU0417516902.SGD","LU1366334651.USD","LU0370786039.SGD","IE0034224299.USD","LU0128525689.USD","VXUS","LU0128522157.USD","LU0320764755.SGD","BK1526","00992","LU0572940350.SGD","LU0972618739.USD","LU2242644610.SGD","03441","HK0000320223.HKD","LU0029875118.USD","LU0048580855.USD","LU0052756011.USD","LU1366334578.USD","LU0543330483.HKD","LU0264606111.USD","LU0791590937.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668191239","title":"港股午评|恒生指数早盘涨0.67% AI制药板块大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2668191239","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668191239?lang=zh_cn&edition=full","pubTime":"2026-09-18 12:00","pubTimestamp":1789704004,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数涨0.67%，涨164点，报24768点；恒生科技指数涨1.74%。港股早盘成交1070亿港元。十部门印发医药十五五规划，机构看好医药迎“Claude”时刻。AI制药进入战略入局阶段。曦智科技-P涨超17%。天数智芯涨超13%，公司有望持续受益AI资本开支的增长及算力自主可控浪潮。MINIMAX-W涨13%，旗下多款产品通过Singtel AI Pass纳入配套订阅计划。俊知集团涨超10%，收购青海中利光纤技术有望打开AI算力相关光纤产品增量空间。大股东解禁期满。","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":"http://www.zhitongcaijing.com/content/detail/1497792.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_zhitongcaijing","symbols":["07226","LU0370786039.SGD","LU0791590937.USD","07552","LU0417516902.SGD","LU0181495838.USD","BK1574","BK1576","83115","07666","MCHmain","BK1607","LU0264606111.USD","02837","LU1188198961.HKD","02656","09115","BK1544","02142","HSI","HK0000306685.HKD","03067","LU0049112450.USD","07630","LU0572940350.SGD","BK1526","IE00B0JY6N72.USD","BK1149","LU0029875118.USD","BK1506","BK1141","BK1198","02670","HK0000306701.USD","03419","LU0463099449.HKD","603127","03696","BK1183","BK1617","07300","82800","LU0244354667.USD","HK0000320264.USD","LU0572939691.SGD","06127","BK1193","03037","LU0561508036.HKD","300077","02800","HHImain","LU0052756011.USD","LU1366334578.USD","00992","LU2242644610.SGD","06658","LU1366334651.USD","LU0862451753.SGD","LU1046422090.SGD","03032","BK1592","03423","LU0310800965.SGD","600547","513600","LU1808992512.USD","00100","03033","LU0862451837.USD","02228","HSTECH","LU0320764755.SGD","LU1267930227.SGD","HK0000320223.HKD","03088","LU0543330483.HKD","80992","09903","IE0003895053.USD","02833","LU0128522157.USD","LU1831875114.USD","IE0032431581.USD","LU0128525689.USD","BK1197","07500","03417","LU0890818403.SGD","LU0140636845.USD","LU0828237940.HKD","BK1237","BK1117","02701","01300","01818","LU0672654166.SGD","03115","LU1785774172.SGD","LNVGY","LU0348825331.USD","LU0972618739.USD","01879","01787","09067","LU0048580855.USD","LU0326950275.SGD","IE0034224299.USD","LU0791591158.USD","LU1235295612.USD","BK1163","09088","TCHI","BK1161","07200","LU0348827113.USD","BK1583"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668391498","title":"联想市值超越美团","url":"https://stock-news.laohu8.com/highlight/detail?id=2668391498","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668391498?lang=zh_cn&edition=full","pubTime":"2026-09-18 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| 联想集团续升6%，CFO郑孝明指联想估值被严重低估，未来净利率对标戴尔","url":"https://stock-news.laohu8.com/highlight/detail?id=2668911770","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668911770?lang=zh_cn&edition=full","pubTime":"2026-09-18 11:22","pubTimestamp":1789701753,"startTime":"0","endTime":"0","summary":"消息面上，9月16日，在“AI投资峰会”上，针对联想集团的长期估值问题，联想集团高级副总裁兼首席财务官郑孝明直言，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。此外，随着存储、服务等业务进一步发展，联想仍有较大的业务增长和利润率提升空间。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。","market":"us","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":"https://www.zhitongcaijing.com/content/detail/1497777.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"联想集团CFO郑孝明指联想估值被严重低估，未来净利率对标戴尔","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU0672654166.SGD","IE00B0JY6N72.USD","IE0003895053.USD","LU0128525689.USD","IE0032431581.USD","LU0348825331.USD","LU0417516902.SGD","LU1366334578.USD","BK1526","BK1607","BK1193","00992","LU0791591158.USD","TCHI","LU0128522157.USD","LU0048580855.USD","LU1046422090.SGD","LU1267930227.SGD","HK0000320223.HKD","LU2242644610.SGD","IE0034224299.USD","LU0890818403.SGD","LU0370786039.SGD","HK0000306701.USD","LU0264606111.USD","HK0000320264.USD","LU0320764755.SGD","LU0791590937.USD","LU0972618739.USD","LU0862451753.SGD","LU1235295612.USD","80992","LU0572940350.SGD","BK4585","LNVGY","LU0049112450.USD","LU0348827113.USD","VXUS","03441","LU0572939691.SGD","KCAI","LU1366334651.USD","LU0052756011.USD","HK0000306685.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668117439","title":"联想集团股价刷新历史新高 市值逼近4500亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2668117439","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668117439?lang=zh_cn&edition=full","pubTime":"2026-09-18 10:59","pubTimestamp":1789700344,"startTime":"0","endTime":"0","summary":"9月18日，联想集团股价再度走强，盘中最高升至36.2港元，创出历史新高，截至发稿，总市值逼近4500亿港元。消息面上，近日联想集团高级副总裁兼首席财务官郑孝明表示，当前联想估值与自身收入、盈利规模并不匹配。以戴尔为参照，联想市值约为其七分之一，但双方收入和净利润的差距远没有达到七倍。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609183878417252.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/202609183878417252.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":["LU1808992512.USD","LU1366334578.USD","LU0048580855.USD","LU0543330483.HKD","LU0572939691.SGD","LU0052756011.USD","IE0034224299.USD","LU0370786039.SGD","LU0417516902.SGD","IE00B0JY6N72.USD","LU0791590937.USD","LU1235295612.USD","LU1366334651.USD","LU0348825331.USD","TCHI","BK1526","LU0791591158.USD","LU2242644610.SGD","LU0862451837.USD","LU1046422090.SGD","LU0561508036.HKD","LU0128525689.USD","LU0264606111.USD","IE0032431581.USD","LU0572940350.SGD","BK1193","LU0128522157.USD","BK1607","LU0029875118.USD","HK0000320264.USD","LU1267930227.SGD","IE0003895053.USD","80992","HK0000306685.HKD","LU0672654166.SGD","LU0320764755.SGD","LU0890818403.SGD","LU0972618739.USD","LU0348827113.USD","LU0049112450.USD","00992","LNVGY","LU1785774172.SGD","LU0310800965.SGD","HK0000320223.HKD","HK0000306701.USD","LU0862451753.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668115909","title":"港股异动 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，对标戴尔盈利水平。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1497777.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_zhitongcaijing","symbols":["ZTmain","LU1235295612.USD","LU0052756011.USD","HK0000306685.HKD","BK4588","LU0890818403.SGD","LU0049112450.USD","LU1366334578.USD","LU0572939691.SGD","BK1526","LU0572940350.SGD","LU1808992512.USD","BK4585","TNmain","LU0310800965.SGD","03441","ZNmain","LU0543330483.HKD","00992","IE0003895053.USD","TCHI","UBmain","LU0128522157.USD","IE0032431581.USD","LU0791591158.USD","HK0000306701.USD","ZBmain","ZFmain","LU0320764755.SGD","LU0348827113.USD","LU0417516902.SGD","LU0972618739.USD","80992","LU0048580855.USD","LNVGY","LU0672654166.SGD","LU0862451753.SGD","KCAI","LU1046422090.SGD","BK1607","LU2242644610.SGD","VXUS","IE0034224299.USD","BK1193","LU0029875118.USD","HK0000320264.USD","LU0862451837.USD","LU1366334651.USD","LU0264606111.USD","LU0348825331.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668919601","title":"联想集团（00992）涨2.97% 高管释放中长期盈利指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2668919601","media":"金吾财讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668919601?lang=zh_cn&edition=full","pubTime":"2026-09-18 10:11","pubTimestamp":1789697464,"startTime":"0","endTime":"0","summary":"金吾财讯 | 联想集团（00992）早盘股价扬升，最新涨2.97%，报35.3港元，成交额9亿港元。消息面上，联想集团高级副总裁郑孝表示，对于联想而言，它所面对的已经不再是一个传统意义上的服务器市场，而是一条从单机走向系统、从训练延伸至推理、从云端进一步进入企业的AI基础设施链条。关于利润，他表示，1000亿美元收入目标可能较原计划更早实现，但公司仍需要在增长和利润之间保持平衡；长期来看，集团净利润率仍将向5%，甚至8%靠近。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991932","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0972618739.USD","LU0052756011.USD","LU1808992512.USD","LU1235295612.USD","LNVGY","LU0543330483.HKD","LU0348825331.USD","LU0417516902.SGD","LU1366334651.USD","00992","LU0264606111.USD","LU0862451837.USD","LU0049112450.USD","HK0000320223.HKD","BK1193","IE0032431581.USD","IE0034224299.USD","LU0029875118.USD","LU0561508036.HKD","80992","LU0348827113.USD","LU1046422090.SGD","LU1267930227.SGD","HK0000306685.HKD","LU0572939691.SGD","BK1526","LU0572940350.SGD","LU2242644610.SGD","LU1785774172.SGD","HK0000306701.USD","LU0890818403.SGD","BK1607","LU0310800965.SGD","IE00B0JY6N72.USD","LU0048580855.USD","LU0128525689.USD","LU1366334578.USD","LU0128522157.USD","HK0000320264.USD","LU0672654166.SGD","LU0791591158.USD","LU0791590937.USD","LU0862451753.SGD","LU0320764755.SGD","LU0370786039.SGD","TCHI","IE0003895053.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667984600","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2667984600","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667984600?lang=zh_cn&edition=full","pubTime":"2026-09-16 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":"sh","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":["LU0561508036.HKD","IE0003895053.USD","BK1526","VTHR","LU0348825331.USD","LU0310800965.SGD","TCHI","IE00B0JY6N72.USD","LU0543330483.HKD","LU0320764755.SGD","LU0890818403.SGD","AGIX","LU1366334578.USD","LU1235295612.USD","LU1785774172.SGD","LU1808992512.USD","ARTY","LU0672654166.SGD","LU0417516902.SGD","LU0049112450.USD","IE0032431581.USD","LU0348827113.USD","BK1193","LU0572939691.SGD","LU0862451753.SGD","LU0052756011.USD","LU1046422090.SGD","LU0972618739.USD","LU2242644610.SGD","LU0572940350.SGD","LU0791590937.USD","LU0029875118.USD","80992","LU0370786039.SGD","HK0000320223.HKD","HK0000306685.HKD","BK1607","LU0048580855.USD","LU0128525689.USD","LU0264606111.USD","LNVGY","LU0791591158.USD","HK0000306701.USD","IE0034224299.USD","LU0862451837.USD","LU1267930227.SGD","QTOC","CHAT","00992","AIPO"],"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://www.laohunote.com/m/news/2667604143?lang=zh_cn&edition=full","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":"sg","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":["LU0128522157.USD","LU0572939691.SGD","LU1046422090.SGD","CHAT","IE0034224299.USD","LU2242644610.SGD","HK0000320264.USD","LU0029875118.USD","LU1808992512.USD","AIPO","LU0561508036.HKD","LU1366334651.USD","LU0791591158.USD","LU0128525689.USD","LU0348827113.USD","LU0890818403.SGD","AGIX","TCHI","LU0264606111.USD","LU0320764755.SGD","VTHR","LNVGY","00992","LU1267930227.SGD","LU0572940350.SGD","LU0862451753.SGD","HK0000306701.USD","LU1785774172.SGD","LU0348825331.USD","ARTY","LU0048580855.USD","80992","IE0003895053.USD","LU0310800965.SGD","BK1526","LU0972618739.USD","BK1193","LU0672654166.SGD","HK0000320223.HKD","LU0791590937.USD","LU1235295612.USD","QTOC","IE00B0JY6N72.USD","BK1607","LU0417516902.SGD","LU0543330483.HKD","LU1366334578.USD","LU0370786039.SGD","LU0862451837.USD","LU0052756011.USD"],"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://www.laohunote.com/m/news/2667443604?lang=zh_cn&edition=full","pubTime":"2026-09-16 17:47","pubTimestamp":1789552020,"startTime":"0","endTime":"0","summary":"陈振宽表示，随着大模型参数规模持续增加，对底层算力基础设施的要求也在不断提升。陈振宽预计，到明年，头部AI芯片企业将普遍支持超节点。陈振宽认为，随着超节点进入大规模商用阶段，也将进一步带动产业链上下游发展和产业重塑，也会涌现出产业中全新的优秀企业。","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/hy/hyjz/2026-09-16/doc-inirzmzc0493215.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1193","LU0348827113.USD","LU0048580855.USD","LU0543330483.HKD","LU1366334651.USD","LU0572940350.SGD","LU0320764755.SGD","HK0000306685.HKD","LU0128525689.USD","LU1785774172.SGD","LU0672654166.SGD","TCHI","LU0791591158.USD","LU0049112450.USD","LU0972618739.USD","LU1235295612.USD","LU2242644610.SGD","LU1808992512.USD","LU0791590937.USD","LNVGY","LU0862451753.SGD","HK0000320223.HKD","BK1526","LU0348825331.USD","LU1046422090.SGD","LU1267930227.SGD","LU0417516902.SGD","BK1607","80992","IE0034224299.USD","LU0029875118.USD","HK0000320264.USD","LU0572939691.SGD","LU1366334578.USD","IE0032431581.USD","HK0000306701.USD","IE00B0JY6N72.USD","IE0003895053.USD","LU0561508036.HKD","LU0128522157.USD","LU0310800965.SGD","LU0862451837.USD","LU0890818403.SGD","00992","LU0370786039.SGD","LU0264606111.USD","LU0052756011.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667460108","title":"联想发布《算力实战图鉴》：降低Token成本需从芯片、模型等系统性发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2667460108","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667460108?lang=zh_cn&edition=full","pubTime":"2026-09-16 17:29","pubTimestamp":1789550945,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 9月16日，联想近日发布《算力实战图鉴》，收录15个算力建设案例，覆盖制造、医疗、教育、金融、互联网等行业。但VentureBeat Research对573名企业技术负责人的调研显示，超86%的企业自建GPU利用率不超过50%；KPMG Q2 2026 AI Pulse调研显示，仅26%的组织对AI系统运行成本具备完整、实时可见性。算力规划、成本管控与治理能力正成为企业AI规模化落地的瓶颈。联想在图鉴中提出“Token工厂”概念，认为降低Token成本需从芯片、模型、软件到运营进行系统工程。","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://tech.ifeng.com/c/8wTAXgMob5b","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":"ifeng_tech","symbols":["LU0052756011.USD","LU1267930227.SGD","LU0348827113.USD","LU1808992512.USD","LU0791590937.USD","HK0000306701.USD","LNVGY","LU0348825331.USD","LU0128525689.USD","BK1607","BK1526","LU0791591158.USD","LU0029875118.USD","TCHI","LU0890818403.SGD","LU0310800965.SGD","LU1366334578.USD","IE00B0JY6N72.USD","HK0000306685.HKD","LU2242644610.SGD","LU1785774172.SGD","LU0417516902.SGD","LU0048580855.USD","BK1193","HK0000320264.USD","LU1366334651.USD","80992","LU0672654166.SGD","LU0049112450.USD","LU0572939691.SGD","LU0862451753.SGD","HK0000320223.HKD","LU0128522157.USD","LU0572940350.SGD","LU0370786039.SGD","LU0543330483.HKD","IE0034224299.USD","LU0972618739.USD","LU0862451837.USD","LU0320764755.SGD","LU0561508036.HKD","LU1235295612.USD","00992","LU0264606111.USD","IE0003895053.USD","IE0032431581.USD","LU1046422090.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667997606","title":"港股收盘｜恒指涨0.19% 联想集团涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667997606","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667997606?lang=zh_cn&edition=full","pubTime":"2026-09-16 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":["LU0348827113.USD","LU0543330483.HKD","HK0000306685.HKD","07500","LU0791591158.USD","BK1610","HSTECH","LU0972618739.USD","BK1614","03115","LU1481107354.HKD","LU1808992512.USD","07300","09067","LU0164880469.USD","IE00B0JY6N72.USD","LU0310800965.SGD","MHImain","LU0862451837.USD","LU0052756011.USD","07552","LU0048580855.USD","LU0572940350.SGD","LU0128525689.USD","TCHI","03088","09115","513600","09088","LU0348825331.USD","LU0417516902.SGD","BK1607","80992","LU0572939691.SGD","LU0029875118.USD","HK0000320264.USD","02837","HK0000306701.USD","MCHmain","LU0149721374.USD","LU0561508036.HKD","LU0890818403.SGD","00992","82800","LU1366334651.USD","LU1785774172.SGD","03033","LU0049112450.USD","LU1235295612.USD","07200","LU2242644610.SGD","LU0791590937.USD","LNVGY","HK0000320223.HKD","02833","HSI","LU1046422090.SGD","03419","IE0034224299.USD","LU1366334578.USD","IE0032431581.USD","03037","IE0003895053.USD","03067","BK1193","03417","LU0320764755.SGD","LU0672654166.SGD","07226","00981","02800","HHImain","LU0862451753.SGD","83115","BK1526","LU1267930227.SGD","688981","03032","03423","LU0128522157.USD","LU0370786039.SGD","BK1163","LU0264606111.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://www.laohunote.com/m/news/2667674002?lang=zh_cn&edition=full","pubTime":"2026-09-16 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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://www.laohunote.com/m/news/2667713674?lang=zh_cn&edition=full","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":"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-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":["VTHR","LU0048580855.USD","LU0320764755.SGD","AIPO","LU1046422090.SGD","LU1267930227.SGD","AGIX","LU0310800965.SGD","LU0791590937.USD","LU0672654166.SGD","LU0029875118.USD","LU0862451753.SGD","LU0890818403.SGD","IE0032431581.USD","ARTY","HK0000306685.HKD","IE00B0JY6N72.USD","LU2242644610.SGD","LU1808992512.USD","LU0572940350.SGD","LU1785774172.SGD","QTOC","IE0003895053.USD","LU0052756011.USD","LU0264606111.USD","LU0370786039.SGD","BK1607","LU0049112450.USD","LU0128522157.USD","LU0348827113.USD","80992","BK1526","LU0862451837.USD","LNVGY","TCHI","IE0034224299.USD","LU0791591158.USD","LU1366334578.USD","BK1193","LU0417516902.SGD","LU1366334651.USD","LU0561508036.HKD","CHAT","00992","LU0348825331.USD","LU1235295612.USD","LU0972618739.USD","HK0000306701.USD","HK0000320223.HKD","HK0000320264.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://www.laohunote.com/m/news/2667671676?lang=zh_cn&edition=full","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":["BK4588","LU0791591158.USD","LU0320764755.SGD","LU2242644610.SGD","HK0000320223.HKD","LU0572940350.SGD","LU0890818403.SGD","HK0000320264.USD","BK1607","LU0572939691.SGD","HK0000306701.USD","BK1193","VXUS","LU0972618739.USD","IE0032431581.USD","LU0348827113.USD","LU0862451837.USD","LU1267930227.SGD","TCHI","LU0029875118.USD","LU0128522157.USD","LU0417516902.SGD","LU0264606111.USD","80992","IE0034224299.USD","LU0348825331.USD","LU0128525689.USD","LU0370786039.SGD","BK4585","00992","HK0000306685.HKD","LU1785774172.SGD","LU0561508036.HKD","IE0003895053.USD","LU0052756011.USD","BK1526","LU0791590937.USD","LU0310800965.SGD","KCAI","LU0543330483.HKD","LU0672654166.SGD","IE00B0JY6N72.USD","LU1366334578.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://www.laohunote.com/m/news/2667701679?lang=zh_cn&edition=full","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% 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