智通财经09-03 09:35
智通财经APP获悉，联想集团(00992)盘中涨超4%，截至发稿，涨3.2%，报31.58港元，成交额6亿港元。
消息面上，受益人工智能服务器需求强劲，戴尔Q2营收创历史新高，并大幅上调全年营收预期，隔夜股价暴涨15.81%。戴尔2027财年第二季度业绩显示，公司当季营收达到470亿美元，同比增长58%，创历史新高。与此同时，戴尔将2027财年全年营收指引大幅上调至1920亿美元。值得关注的是，公司当季AI服务器订单金额达到创纪录的609亿美元，季度末AI服务器积压订单达到950亿美元。
联想上月发布的第一财季业绩显示，公司AI业务高速增长且订单充沛。其AI服务器储备订单从上一财季的1400亿元，大幅提高至3600亿元人民币。AI相关业务收入同比增长60%，达到634亿元人民币，创历史新高，占集团整体营收约35%；AI服务收入同比增长141%。开源证券称，AI服务器量价齐升推动盈利能力同步改善，产业链红利有望持续兑现。
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