异动解读|联想集团盘中上涨4.83%,跻身英伟达N1X首发阵营延续强势
行情直击06-02
6月2日,联想集团盘中上涨4.83%,报26.98港元,成交额11.86亿港元。
消息面上,英伟达CEO黄仁勋在台北国际电脑展发布与微软共同打造的N1X处理器,联想凭借全球PC出货量第一的市场份额跻身首发合作阵营,新芯片将于今年秋季随新一代Windows PC亮相。此外,戴尔此前公布一季度财报,AI服务器收入同比飙升757%并大幅上调全年指引,带动AI PC板块持续走强。联想自身全年AI相关营收同比增长105%,占总营收33%,多家投行集体上调目标价,高盛将目标价提升至27港元,市场看好其AI全栈业务估值重塑。
(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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