行情直击06-01
6月1日，联想集团盘中上涨6.33%，报25.76港元，成交额19.43亿港元。
消息面上，戴尔科技近日公布一季度财报，营收同比暴增88%至542亿美元，AI服务器收入达161亿美元同比飙升757%，并大幅上调全年AI服务器收入指引至600亿美元，带动全球硬件基础设施板块乐观情绪延续。联想集团自身第四财季AI相关收入同比增长84%，占总收入比重达38%，ISG业务实现盈利拐点，叠加高盛上调目标价至27港元，市场正将其估值逻辑从传统PC厂商向AI基础设施平台重新定价。
（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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