行情直击06-02
6月2日，联想控股盘中上涨6.42%，报17.61港元，成交额9835.54万港元。
消息面上，英伟达于6月1日台北电脑展正式发布N1X芯片，联想作为首发平台之一受益显著。N1X采用Arm架构，集成Blackwell GPU，最高算力达200 TOPS，被视为开启AI PC新一轮硬件升级周期的核心催化。联想在Windows AI PC细分市场全球排名第一，市场份额达31%，是N1X芯片最大受益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，全年收入同比增长约20.3%，经营利润同比大幅增长约50.7%，AI相关业务全年收入同比增长105%。多家大行密集上调目标价，其中高盛上调至27港元，花旗上调至16港元并维持"买入"评级，认为联想控股是获取联想业务敞口的更便宜途径。
（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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