联想控股今日盘中大涨6.66%,引起了市场的广泛关注。
消息面上,英伟达近日正式发布了N1X芯片,该芯片被视为开启AI PC新一轮硬件升级周期的核心催化,而联想作为该芯片的首发平台之一,受益显著。联想在Windows AI PC细分市场占据领先地位,是N1X芯片的最大受益PC厂商之一。
此外,联想集团此前公布的强劲年度财报持续发酵,其AI相关业务收入同比大幅增长,多家大行密集上调了目标价。市场认为,联想控股是获取联想业务敞口的更便宜途径,这进一步增强了投资者的信心。
异动解读06-02
联想控股今日盘中大涨6.66%,引起了市场的广泛关注。
消息面上,英伟达近日正式发布了N1X芯片,该芯片被视为开启AI PC新一轮硬件升级周期的核心催化,而联想作为该芯片的首发平台之一,受益显著。联想在Windows AI PC细分市场占据领先地位,是N1X芯片的最大受益PC厂商之一。
此外,联想集团此前公布的强劲年度财报持续发酵,其AI相关业务收入同比大幅增长,多家大行密集上调了目标价。市场认为,联想控股是获取联想业务敞口的更便宜途径,这进一步增强了投资者的信心。
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