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　　联想集团（00992）午前涨超5%，截至发稿，股价上涨5.82%，现报25.84港元，成交额17.90亿港元。

　　IDC发布的2026年第一季度x86服务器市场数据显示，联想集团在全球x86服务器市场实现显著突破：按厂商收入计算，联想集团以36.5%的同比增速升至全球第二，市场份额达到8.8%，同比提升2.5个百分点。一季度联想集团收入端实现逆势增长，季度环比也增长10.9%，显示服务器业务正在加速进入上升通道。

　　值得一提的是，在刚刚过去的第四财季，联想基础设施方案业务集团ISG业务营收再创新高，并成功实现扭亏为盈。随着AI服务器、液冷基础设施和企业级算力需求持续释放，联想服务器业务正在从此前的投入期，逐步进入规模增长与盈利改善并行的新阶段。第四财季，联想AI服务器收入持续刷新历史纪录，全年AI服务器收入同比实现50%的高速增长。

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