行情直击07-09 09:48
7月9日，联想集团盘中上涨3.58%，报23.08港元，成交额6.47亿港元，延续前一交易日涨超8%的强势走势。
消息面上，公司近期在投资者日活动中明确中长期财务目标，AI服务器在手订单已突破210亿美元，中国基础设施业务大幅上调增长预期。多家投行密集上调目标价，野村上调至35港元，中金上调至30港元，华泰维持32港元买入评级，均显著高于当前股价。中金指出，公司ISG盈利能力明显改善，8%净利率长期目标构筑清晰指引，P/E估值有望持续向行业中枢靠近。此外，BlackRock于6月26日增持约2130万股，机构增持动作进一步提振市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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