联想公布3QFY26业绩:收入222亿美元,+18%yoy,超彭博一致预期约7%,Non-HKFRS归母净利润5.89亿美元,+36%yoy,超4.63亿美元彭博一致预期约27%,受益全球混合式AI需求(集团AI相关业务营收占比环比+2pct达32%)。通过业绩会,我们认为,在存储等零部件涨价背景下,联想凭借全球PC出货量第一的规模优势和供应链管控能力,相较同业具备更强的成本传导能力和抗周期韧性。...
Source Link联想公布3QFY26业绩:收入222亿美元,+18%yoy,超彭博一致预期约7%,Non-HKFRS归母净利润5.89亿美元,+36%yoy,超4.63亿美元彭博一致预期约27%,受益全球混合式AI需求(集团AI相关业务营收占比环比+2pct达32%)。通过业绩会,我们认为,在存储等零部件涨价背景下,联想凭借全球PC出货量第一的规模优势和供应链管控能力,相较同业具备更强的成本传导能力和抗周期韧性。...
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