联想Q4收入创纪录但净利下滑21%,AI业务占比升至32% |财报见闻

华尔街见闻
Feb 12

联想港股周四午后跌超5%,尽管AI带动第三财季营收创历史新高,但净利同比下滑21%、毛利率低于预期,以及基础设施业务持续亏损,令市场对其盈利质量产生疑虑。周四,联想公布第三财季(截至2025年12月31日止三个月)财报,公司第三财季股东应占净利润同比下滑21%至5.46亿美元,这一结果仍高于市场一致预期(约4.51亿美元)。与利润下滑形成对照的是,联想本季收入表现强劲:营收同比增长18%至...

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