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80992 联想集团-R
未开盘 02-24 16:08:09
8.370
+0.110
+1.33%
最高
8.390
最低
8.330
成交量
14.60万
今开
8.330
昨收
8.260
日振幅
0.73%
总市值
1,038亿
流通市值
1,038亿
总股本
124.05亿
成交额
122.02万
换手率
0.00%
流通股本
124.05亿
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
全新联想手写笔Pro亮相，适配小新Pro 13平板
IT之家 · 02-24 10:01
全新联想手写笔Pro亮相，适配小新Pro 13平板
2月23日港股资讯科技器材行业沽空数据盘点，小米集团-W、联想集团、长飞光纤光缆沽空金额位居行业前三
证券之星APP · 02-24 00:28
2月23日港股资讯科技器材行业沽空数据盘点，小米集团-W、联想集团、长飞光纤光缆沽空金额位居行业前三
每日卖空追踪 | 联想集团-R 02月23日卖空量成交14.4万股，卖空比例为67.92%
市场透视 · 02-23 16:30
每日卖空追踪 | 联想集团-R 02月23日卖空量成交14.4万股，卖空比例为67.92%
联想集团02月23日主力净流入4180.2万元 散户资金抛售
市场透视 · 02-23 16:16
联想集团02月23日主力净流入4180.2万元 散户资金抛售
尽快下单！全球巨头本周大涨价
芯报告 · 02-23 11:49
尽快下单！全球巨头本周大涨价
AMD或停止锐龙Z1 Extreme驱动更新
中关村在线 · 02-23 11:02
AMD或停止锐龙Z1 Extreme驱动更新
联想因AI驱动DRAM短缺，3月起上调部分PC价格
中关村在线 · 02-23 01:41
联想因AI驱动DRAM短缺，3月起上调部分PC价格
联想警告：内存短缺，商用PC要涨价了
IT之家 · 02-22 08:00
联想警告：内存短缺，商用PC要涨价了
摩根大通对联想集团的多头持仓比例增至6.76%
新浪财经 · 02-20
摩根大通对联想集团的多头持仓比例增至6.76%
联想集团02月20日主力净流出101.8万元 散户资金买入
市场透视 · 02-20
联想集团02月20日主力净流出101.8万元 散户资金买入
巴诺书店推Nook阅读平板：贴牌联想Tab One，售价149.99欧元
DoNews · 02-19
巴诺书店推Nook阅读平板：贴牌联想Tab One，售价149.99欧元
每日卖空追踪 | 联想集团 02月16日卖空量成交1253.6万股，卖空比例为19.84%
市场透视 · 02-16
每日卖空追踪 | 联想集团 02月16日卖空量成交1253.6万股，卖空比例为19.84%
联想集团02月16日获主力加仓3118.8万元
市场透视 · 02-16
联想集团02月16日获主力加仓3118.8万元
2025全球显示器市场微涨：OLED猛增，头部品牌格局生变
中关村在线 · 02-15
2025全球显示器市场微涨：OLED猛增，头部品牌格局生变
联想集团：PC市占率超25% 积极应对零部件涨价
和讯网 · 02-15
联想集团：PC市占率超25% 积极应对零部件涨价
杨元庆：AI绝对没有泡沫，市场需求不仅没有饱和，还会继续高速增长
钛媒体APP · 02-14
杨元庆：AI绝对没有泡沫，市场需求不仅没有饱和，还会继续高速增长
对话联想CFO郑孝明：存储暴涨、AI竞赛与联想的拐点
21世纪经济报道 · 02-14
对话联想CFO郑孝明：存储暴涨、AI竞赛与联想的拐点
AI进入“推理叙事”：ISG业务正为重估联想创造Alpha
财经涂鸦 · 02-14
AI进入“推理叙事”：ISG业务正为重估联想创造Alpha
联想集团收入业绩均超预期，AI服务器的充足订单，较强供应链韧性有望保障盈利率稳定
开源证券 · 02-14
联想集团收入业绩均超预期，AI服务器的充足订单，较强供应链韧性有望保障盈利率稳定
存储冲击、ISG重组，联想继续押注AI推理
中国城市报 · 02-13
存储冲击、ISG重组，联想继续押注AI推理
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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：
发行价格：
--
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16:08:09","open":8.33,"high":8.39,"low":8.33,"amount":1220240,"amplitude":0.007264,"askPrice":8.45,"askSize":10000,"bidPrice":8.33,"bidSize":2000,"shortable":3,"etf":0,"ttmEps":0.7495769997936584,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1771983000000},"marketStatusCode":0,"adr":0,"listingDate":761155200000,"exchange":"SEHK","adjPreClose":8.26,"dividendRate":0.040902,"openAndCloseTimeList":[[1771896600000,1771905600000],[1771909200000,1771920000000]],"volumeRatio":0.27628,"lotSize":2000,"spreadScale":0,"tradeCurrency":"CNY"},"requestUrl":"/m/hq/s/80992","defaultTab":"news","newsList":[{"id":"2613668750","title":"全新联想手写笔Pro亮相，适配小新Pro 13平板","url":"https://stock-news.laohu8.com/highlight/detail?id=2613668750","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613668750?lang=zh_cn&edition=full","pubTime":"2026-02-24 10:01","pubTimestamp":1771898488,"startTime":"0","endTime":"0","summary":"IT之家 2 月 24 日消息，联想小新官方今日预热了一款手写笔新品 —— 全新联想手写笔 Pro（第二代）。据介绍，这款手写笔采用 1.4mm 细笔尖设计，支持 8192 级压感、1ms 低延迟，提供仿声真实笔触、转笔即擦、磁吸快充等功能。另外，官方预热海报提及了联想 AI 平板小新 Pro 13，预计该手写笔就是这款新平板的配件。参考IT之家此前报道，本月早些时候，联想小新官宣了一款平板新品 —— 联想 AI 平板小新 Pro 13。预热海报显示，该平板采用四等窄边设计（前摄隐藏在边框中），后置单摄，拥有手写笔配件，号称“AI 智学，笔超万象”，预计 3 月亮相。","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://tech.ifeng.com/c/8r05DwwSmFm","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":"ifeng_tech","symbols":["HK0000306685.HKD","BK1193","IE00B0JY6N72.USD","LU0052756011.USD","BK1607","BK1526","LU0049112450.USD","00992","IE0034224299.USD","LU1267930227.SGD","LU1366334578.USD","LU0264606111.USD","LU0791591158.USD","LU0572939691.SGD","LU0572940350.SGD","LU1366334651.USD","LU1046422090.SGD","LNVGY","HK0000306701.USD","LU0128525689.USD","HK0000320223.HKD","HK0000320264.USD","IE0032431581.USD","LU0791590937.USD","LU1235295612.USD","80992","LU0310800965.SGD","LU2242644610.SGD"],"gpt_icon":0},{"id":"2613735723","title":"2月23日港股资讯科技器材行业沽空数据盘点，小米集团-W、联想集团、长飞光纤光缆沽空金额位居行业前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2613735723","media":"证券之星APP","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613735723?lang=zh_cn&edition=full","pubTime":"2026-02-24 00:28","pubTimestamp":1771864091,"startTime":"0","endTime":"0","summary":"证券之星消息，2月23日港交所披露数据显示，当日港股资讯科技器材行业的62只个股中有18只被沽空，总沽空股数为7575.39万股，总沽空金额为18.54亿元（港元），而当日资讯科技器材行业的总成交金额为64.33亿元（港元），沽空比例为28.82%。当日资讯科技器材行业总体涨3.06%。从沽空金额来看，小米集团-W、联想集团、长飞光纤光缆沽空金额位居行业前三，分别为12.48亿港元、2.83亿港元、1.99亿港元。沽空比例为当日沽空金额与当日总成交金额的比例。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224004540a4bf9531&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, 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| 联想集团-R 02月23日卖空量成交14.4万股，卖空比例为67.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613780599","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613780599?lang=zh_cn&edition=full","pubTime":"2026-02-23 16:30","pubTimestamp":1771835444,"startTime":"0","endTime":"0","summary":"联想集团-R北京时间02月23日，涨1.23%，卖空量成交14.4万股，较上一交易日增加105.71%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223163614a715664a&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223163614a715664a&s=b","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":"tencent","symbols":["LU0264606111.USD","HK0000306701.USD","IE0032431581.USD","IE0034224299.USD","LNVGY","LU0128525689.USD","LU0572940350.SGD","HK0000306685.HKD","LU1366334578.USD","IE00B0JY6N72.USD","LU0052756011.USD","LU0791591158.USD","LU1366334651.USD","LU0791590937.USD","LU0049112450.USD","BK1526","LU1235295612.USD","BK1607","80992","LU1046422090.SGD","LU0572939691.SGD","LU1267930227.SGD","00992","HK0000320264.USD","HK0000320223.HKD","LU2242644610.SGD","BK1193","LU0310800965.SGD"],"gpt_icon":0},{"id":"2613735389","title":"联想集团02月23日主力净流入4180.2万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2613735389","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613735389?lang=zh_cn&edition=full","pubTime":"2026-02-23 16:16","pubTimestamp":1771834564,"startTime":"0","endTime":"0","summary":"02月23日, 联想集团股价涨1.63%，报收9.37元，成交金额8.9亿元，换手率0.76%，振幅2.71%，量比0.65。联想集团今日主力资金净流入4180.2万元，上一交易日主力净流出101.8万元。该股近5个交易日下跌0.53%，主力资金累计净流入2.9亿元；近20日主力资金累计净流入13.3亿元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223162134a4be754c&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, 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11:49","pubTimestamp":1771818556,"startTime":"0","endTime":"0","summary":"联想向合作伙伴发出警告，提醒客户尽快下单。由于全球存储芯片持续短缺，公司预计将在3月初对部分商用产品调价。联想要求合作伙伴在2月25日前向分销商下单，并确保订单最迟于2月28日送达联想，方可按当前价格收货，具体取决于产品供应和发货时间，任何2月28日前收到但未在2026年3月31日前发货的订单，将需重新定价。联想提供了明确的订单日期，并坚持既定时间表，与其他反复修改政策的OEM厂商形成鲜明对比。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223115729a714bfa5&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, 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Extreme驱动更新","url":"https://stock-news.laohu8.com/highlight/detail?id=2613420615","media":"中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613420615?lang=zh_cn&edition=full","pubTime":"2026-02-23 11:02","pubTimestamp":1771815720,"startTime":"0","endTime":"0","summary":"根据韩国联想最新公告，AMD已停止为掌机平台的锐龙Z1 Extreme APU提供驱动更新。而且目前Reddit用户与其他掌机用户均表示，基于锐龙 Z1 Extreme的设备，驱动版本已停留在数月前。例如有用户反馈，其搭载锐龙 Z1 Extreme的非X版华硕ROG Ally，SoC 驱动仍停留在2025年8月，已长达半年未更新。这表明，锐龙 Z1 / Z1 Extreme芯片已经处于不定期更新状态，这款2023年的SoC可能短期内不再获得最新驱动支持。有意思的是，2025年推出的锐龙 Z2 Extreme用户并未遇到此类问题，驱动仍在正常更新。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223122202a714cea8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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01:41","pubTimestamp":1771782063,"startTime":"0","endTime":"0","summary":"近期，联想面向北美渠道合作伙伴发布通知指出，受DRAM成本持续走高影响，自3月起将对部分台式机与笔记本电脑产品实施价格上调。为此，联想已明确本季度订单接收规则、定价机制及交付周期安排，并将依据市场供需变化动态评估与优化相关政策。为帮助渠道伙伴有效管理采购节奏，联想特别建议尽快完成下单动作，明确要求所有订单须在2026年2月25日前提交至指定分销商，以便锁定现行价格。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223022711a713a888&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, 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08:00","pubTimestamp":1771718420,"startTime":"0","endTime":"0","summary":"IT之家 2 月 22 日消息，据外媒 CRN 前天报道，联想北美渠道负责人 Wade McFarland 本月上旬向合作伙伴发出警告，称由于全球内存芯片持续短缺，公司预计将在下月初对部分商用产品调价。并且 Wade McFarland 还在信中说明了内存短缺现象如何影响联想的定价政策。同时，McFarland 还借价格预警敦促合作伙伴在 2 月 25 日前“尽快下单”，以避免 3 月之后涨价。","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/8qwcus587nq","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK1193","HK0000306701.USD","IE0034224299.USD","00992","80992","IE00B0JY6N72.USD","BK4209","LU1366334578.USD","LU0264606111.USD","HK0000320264.USD","LU0791591158.USD","LU0128525689.USD","LU0052756011.USD","LU1046422090.SGD","BK1607","BK1526","LU0572940350.SGD","LU2242644610.SGD","LU0049112450.USD","PC","LU1267930227.SGD","HK0000320223.HKD","LU1366334651.USD","LU0310800965.SGD","LU0572939691.SGD","HK0000306685.HKD","IE0032431581.USD","LU1235295612.USD","LNVGY","LU0791590937.USD"],"gpt_icon":0},{"id":"2612264779","title":"摩根大通对联想集团的多头持仓比例增至6.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612264779","media":"新浪财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612264779?lang=zh_cn&edition=full","pubTime":"2026-02-20 17:46","pubTimestamp":1771580807,"startTime":"0","endTime":"0","summary":"据 香港交易所 披露， 摩根大通 对 联想集团 有限公司的多头持仓比例于2026年2月16日从6.7%增至6.76%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220175957a4b61895&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, 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One，售价149.99欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=2612250337","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612250337?lang=zh_cn&edition=full","pubTime":"2026-02-19 22:36","pubTimestamp":1771511763,"startTime":"0","endTime":"0","summary":"2026年2月，美国巴诺书店（Barnes & Noble）在欧洲市场推出Nook Reading Tablet 8.7阅读器。该设备实为联想Tab One平板的定制版本，仅背部印有Nook品牌Logo。产品厚8.4毫米、重约320克，搭载8.7英寸720P IPS屏、联发科Helio G85处理器、4GB RAM及64GB存储，内置5100mAh电池。软件层面预装Nook阅读应用并采用专属启动器，突出电子书服务。售价149.99欧元（约合1223元人民币）。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219223822a70a810d&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, 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02月16日卖空量成交1253.6万股，卖空比例为19.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611010473","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611010473?lang=zh_cn&edition=full","pubTime":"2026-02-16 16:30","pubTimestamp":1771230615,"startTime":"0","endTime":"0","summary":"联想集团北京时间02月16日，涨0.43%，卖空量成交1253.6万股，较上一交易日减少70.61%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216163136a4a9f603&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, 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16:15","pubTimestamp":1771229757,"startTime":"0","endTime":"0","summary":"02月16日, 联想集团股价涨0.43%，报收9.30元，成交金额5.8亿元，换手率0.51%，振幅2.38%，量比0.46。联想集团今日主力资金净流入3118.8万元，连续3日净流入，上一交易日主力净流入1.2亿元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为52.00%，平均涨幅为2.07%。该股近5个交易日上涨1.20%，主力资金累计净流入5.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入13.0亿元，其中净流入天数为15日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260216161954a4a9ef04&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, 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16:03","pubTimestamp":1771142580,"startTime":"0","endTime":"0","summary":"在这一看似平稳的市场表现背后，实际上隐藏着产品结构与品牌格局的深刻变化。在品牌格局方面，各品牌表现不一。戴尔以2250万台的出货量继续领跑市场。联想则凭借在中国市场的深耕以及新兴市场的拓展，实现了11%的同比增长。展望未来，市场预计2026年全球显示器出货量将微降至1.27亿台，同比下降0.9%，但新一轮的产业变革已经悄然拉开序幕。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215161109a4a6d831&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, 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亿美元，基本维持FY27 盈利预测。风险AI PC销量不及预期；中美贸易摩擦；上游原材料涨价超预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215013551a4a50e23&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215013551a4a50e23&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00992","LU1366334578.USD","LU0049112450.USD","BK1526","HK0000306701.USD","BK1193","LNVGY","LU0264606111.USD","LU1235295612.USD","HK0000306685.HKD","BK1607","IE0032431581.USD","LU0572939691.SGD","LU0128525689.USD","LU0791590937.USD","IE0034224299.USD","LU1267930227.SGD","HK0000320264.USD","LU0052756011.USD","LU0310800965.SGD","LU0791591158.USD","LU2242644610.SGD","HK0000320223.HKD","LU1046422090.SGD","LU0572940350.SGD","IE00B0JY6N72.USD","80992","LU1366334651.USD"],"gpt_icon":0},{"id":"2611110808","title":"杨元庆：AI绝对没有泡沫，市场需求不仅没有饱和，还会继续高速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2611110808","media":"钛媒体APP","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611110808?lang=zh_cn&edition=full","pubTime":"2026-02-14 18:06","pubTimestamp":1771063572,"startTime":"0","endTime":"0","summary":"值得注意的是，第三财季，联想AI相关营收同比增长72%，占集团总营收比重提升至32%。“所以，我们从来不担心，AI整体的市场需求。它不但没有饱和，还会继续高速增长。”杨元庆称，从第三财季的业绩可以看得到，联想并没有受存储供应短缺的影响。杨元庆表示，联想实际对投资人也承诺，不单是当前这个季度，甚至是未来的几个季度，联想都还可以继续保持双位数的增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214180918a6fafc48&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, 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11:08","pubTimestamp":1771038528,"startTime":"0","endTime":"0","summary":"【对话联想CFO郑孝明：存储暴涨、AI竞赛与联想的拐点】郑孝明对这场涨价潮的描述是“史无前例”。他在采访中说，有史以来没见过涨这么快的，而且还是暴涨。直接原因是AI大模型训练侧的需求爆发，美国包括谷歌、亚马逊、微软、Meta在内的四大科技公司2026年的资本支出合计预达到6500亿美元，甲骨文和谷歌近期还在市场发债，甲骨文500亿美元，谷歌300亿美元。“都是巨有钱的公司在抢做AI训练”，郑孝明说，“就是需要钱去打这个AI仗。”","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602143650960422.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/202602143650960422.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1526","HK0000306685.HKD","00992","80992","LU1046422090.SGD","LU0128525689.USD","BK1193","IE0032431581.USD","HK0000306701.USD","LU0264606111.USD","LU0310800965.SGD","LU1267930227.SGD","IE0034224299.USD","HK0000320223.HKD","HK0000320264.USD","IE00B0JY6N72.USD","BK1607","LNVGY","LU1366334651.USD","LU0572940350.SGD","LU0791590937.USD","LU0572939691.SGD","LU1366334578.USD","LU2242644610.SGD","LU0049112450.USD","LU0791591158.USD","LU1235295612.USD","LU0052756011.USD"],"gpt_icon":0},{"id":"2611119799","title":"AI进入“推理叙事”：ISG业务正为重估联想创造Alpha","url":"https://stock-news.laohu8.com/highlight/detail?id=2611119799","media":"财经涂鸦","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611119799?lang=zh_cn&edition=full","pubTime":"2026-02-14 10:18","pubTimestamp":1771035487,"startTime":"0","endTime":"0","summary":"”ISG可预期的盈利与市场转向“推理叙事“，“戴维斯双击”可能只是时间问题。”作者：MD编辑：tuya出品：财经涂鸦（ID：caijingtuya）2026年的“AI叙事”是由AI智能体开启的。先是OpenClaw（原名“Clawdbot”）的上线，引爆了个人计算终端本地部署智能体的需求，再是Anthropic推出的CoWork等智能体，重挫了SaaS软件公司的市值。对于资本市场和投资者而言，AI","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214102639a6f9c854&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214102639a6f9c854&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1366334578.USD","LU0791590937.USD","LU0791591158.USD","BK1607","HK0000320264.USD","LU0052756011.USD","IE0034224299.USD","HK0000320223.HKD","LU0264606111.USD","LU1046422090.SGD","BK1193","LNVGY","LU0310800965.SGD","IE0032431581.USD","BK1526","LU0572939691.SGD","HK0000306685.HKD","00992","LU1366334651.USD","LU1267930227.SGD","LU0049112450.USD","LU0128525689.USD","80992","IE00B0JY6N72.USD","LU1235295612.USD","HK0000306701.USD","LU2242644610.SGD","LU0572940350.SGD"],"gpt_icon":0},{"id":"2611119795","title":"联想集团收入业绩均超预期，AI服务器的充足订单，较强供应链韧性有望保障盈利率稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2611119795","media":"开源证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611119795?lang=zh_cn&edition=full","pubTime":"2026-02-14 10:16","pubTimestamp":1771035384,"startTime":"0","endTime":"0","summary":"AI PC、AI服务器、供应链韧性有望驱动公司业绩稳健增长AI PC渗透率稳健提升+AI服务器的充足订单有望带动公司营收平抑周期波动、较强的供应链韧性保障盈利率稳定，考虑到FY2026Q3业绩超预期，我们上调FY2026业绩，并维持FY2027-2028财年业绩预测，最终预计FY2026-2028年non-gaap归母净利润为18.1/20.7/23.6亿美元，同比增长25.5%/14.5%/13.9%，考虑潜在可转债摊薄，当前股价对应PE估值为9.5/8.3/7.3倍，维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214103107a4a2e0c2&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, 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