港股异动 | 联想集团(00992)午前涨近5% 25/26首财季三大业务取得强劲增长 加速AI价值兑现

智通财经
Aug 18

智通财经APP获悉,联想集团(00992)午前涨近5%,截至发稿,涨4.81%,报11.34港元,成交额7.32亿港元。

消息面上,近日,联想集团发布2025/26年财政年度第一季业绩,收入188.3亿美元,同比增加22%;毛利27.74亿美元,同比增加8%;权益持有人应占溢利5.05亿美元,同比增加108%;每股基本盈利4.12美仙。公告称,于25/26财年首季,集团研发投资同比增长10%,带动混合式人工智能策略的发展,并加强集团产品组合的人工智能能力。

值得一提的是,智通财经APP在《联想集团(00992)25/26财年第一季度业绩超预期增长 营收再创同期历史新高》指出,在全球AI竞赛正如火如荼的市场环境中,联想集团三大主营业务集团均把握住了AI所带来的结构性增长机遇,本财季联想三大主营业务集团均实现双位数增长,加速AI价值的兑现:IDG智能设备业务集团实现营收973亿元人民币,同比增长17.8%,其中PC业务更是创下15个季度以来最快增速;ISG基础设施方案业务集团营收实现35.8%的强劲增长;SSG方案服务业务集团收入增长19.8%再创新高,运营利润率达22.2%,核心利润引擎地位进一步稳固。

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