$联想集团(0099_老虎社区_美港股上老虎

不轻易上车
2023-08-17

$联想集团(00992)$ 大模型时代的稀缺要素是算力芯片，近3个月里已经涨价2次了，上游芯片涨价也能带动服务器的价格同步上行，这次虽然非PC业务报表没达预期，拉长周期看，还是很可观的。

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