智通财经APP获悉，联想集团(00992)盘中涨超6%，暂领升蓝筹。截至发稿，涨5.46%，报25.9港元，成交额39.69亿港元。
消息面上，联想集团2025/26财年实现营业收入830.75亿美元，同比增长20%，经调整后净利润20亿美元，同比增长42%。公司的三大业务集团IDG、ISG与SSG首次同时实现全年盈利。在2025/26财年，联想集团人工智能相关收入同比增长105%。其中，核心业务为AI服务器、数据中心、液冷技术等解决方案的ISG业务2025/26财年营收192亿美元，同比增长32%。
高盛对联想2027-2028自然年的每股盈利预测每年增长25%，此前预测为增长24%；经营利润率为3.8%，此前的预测为3.7%。该行预计该公司的基础设施方案业务集团(ISG)，AI个人电脑，AI服务器可以驱动公司的重新评级，使其多元化并摆脱竞争激烈的消费性电子市场，并受益于生成式AI的发展趋势。该行预期联想作为全球领先的PC品牌，将成为AI个人电脑发展趋势的主要受益者。
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