本报告导读:FY25Q4 营收持续高增,所有主营业务收入同比双位数增长;IDG 业务持续领先,AI PC渗透率提高;ISG业务扭亏为盈,SSG经营利润创新高。投资要点:盈利预测与投 资建议:公司营收持续高增,所有业务集团营收同比双位数增长,人工智能将推动公司增长加速。看好混合式人工智能的强劲需求,我们调整FY2026E-FY2028E 营收为751/797/837 亿美元(FY2026E/...
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