<p>联想集团 <strong>(0992)</strong> 的股价在发布超出预期的季度业绩后飙升至前所未有的高峰。这家在香港上市的科技巨头的股票在单日内上涨了约 18%，将价格推高至 18.7 港元，创下自上市以来的最高水平。这一涨幅延续了上周五公司宣布收入增长 27% 时令人印象深刻的 20% 的涨幅。</p>
<p>在 3 月份的季度中，联想报告总收入为 216 亿美元，净收益激增 479% 至 5.21 亿美元。这些增长主要源于公司基础设施解决方案部门的强劲销售增长，该部门包括人工智能服务器和数据中心设备，增长幅度达到 37%。</p>
<p>与人工智能相关的需求激增正在重塑联想的业务。与人工智能相关的收入在过去一年中翻了一番，现在约占整个集团收入的三分之一。这一扩展涵盖了人工智能硬件、基础设施和相关服务，突显了人工智能如何成为联想增长战略的核心。</p>
<p>与此同时，联想的核心产品——个人电脑、平板电脑和智能手机——也保持健康。强劲的消费者需求与积极的市场份额增长相结合，帮助抵消了由于内存芯片短缺而预期的价格上涨，这本预计会抑制增长。</p>
<p>基础设施部门，重心集中在人工智能服务器上，成为联想增长最快的领域。随着全球范围内人工智能工作负载的增加，联想的数据中心产品正经历强劲的需求，反映出更广泛的科技行业正在向以人工智能为重点的计算转型。</p>
<p>联想的强劲收益出现在个人电脑制造商面临历史性困难的环境中，供应链中断和芯片短缺挑战了盈利能力。公司能够发布如此强劲的业绩，表明它在个人电脑市场小幅反弹的过程中正在获得显著的市场份额。</p>
<p>股价的上涨凸显了投资者对那些能够顺应人工智能浪潮并适应技术需求变化的公司的渴望。联想将人工智能的势头转化为具体收入增长的能力令人瞩目，尤其是与仍在挣扎于传统硬件销售的同行相比。</p>
<p>随着联想的人工智能部门现在占据了其收入的巨大份额，问题在于这家科技巨头能否维持这一增长速度，还是市场饱和可能会减缓势头。目前，联想的强劲业绩让投资者对其在下一个计算时代的角色充满期待。</p>

联想集团

<p>联想集团的股价上涨了 18%，达到历史最高点 18.7 港元，此次季度业绩超出预期。公司实现了 216 亿美元的收入，净收益增长了 479%，达到 5.21 亿美元，这得益于强劲的人工智能服务器销售。与人工智能相关的收入现在占总收入的三分之一，反映了联想业务战略的重大转变。尽管 PC 市场面临挑战，联想的表现突显了其在人工智能领域的适应能力和增长潜力</p>

<p>Lenovo Group <strong>(0992)</strong> saw its shares surge to an unprecedented peak after releasing quarterly results that beat expectations. The Hong Kong-listed tech giant's stock climbed roughly 18% in a single session, pushing the price to HK$18.7, marking the highest level since it went public. This jump extends last Friday's impressive 20% gain when the company announced a 27% jump in revenue.</p>
<div class="lb-trans"><p>联想集团 <strong>(0992)</strong> 的股价在发布超出预期的季度业绩后飙升至前所未有的高峰。这家在香港上市的科技巨头的股票在单日内上涨了约 18%，将价格推高至 18.7 港元，创下自上市以来的最高水平。这一涨幅延续了上周五公司宣布收入增长 27% 时令人印象深刻的 20% 的涨幅。</p>
</div><p>For the March quarter, Lenovo reported total revenue of $21.6 billion, while net earnings rocketed by a staggering 479% to $521 million. These gains stemmed largely from strong sales growth in the company's infrastructure solutions division, which includes artificial intelligence servers and data-center equipment, posting a 37% boost.</p>
<div class="lb-trans"><p>在 3 月份的季度中，联想报告总收入为 216 亿美元，净收益激增 479% 至 5.21 亿美元。这些增长主要源于公司基础设施解决方案部门的强劲销售增长，该部门包括人工智能服务器和数据中心设备，增长幅度达到 37%。</p>
</div><p>The surge in AI-related demand is reshaping Lenovo's business. AI-related revenues doubled over the past year, now comprising about one-third of the entire group's income. This expansion covers AI hardware, infrastructure, and associated services, highlighting how artificial intelligence is becoming central to Lenovo's growth strategy.</p>
<div class="lb-trans"><p>与人工智能相关的需求激增正在重塑联想的业务。与人工智能相关的收入在过去一年中翻了一番，现在约占整个集团收入的三分之一。这一扩展涵盖了人工智能硬件、基础设施和相关服务，突显了人工智能如何成为联想增长战略的核心。</p>
</div><p>Meanwhile, Lenovo's core products-personal computers, tablets, and smartphones-also stayed healthy. Resilient consumer demand combined with aggressive market share gains helped counterbalance the anticipated price hikes caused by a memory-chip shortage, which had been expected to dampen growth.</p>
<div class="lb-trans"><p>与此同时，联想的核心产品——个人电脑、平板电脑和智能手机——也保持健康。强劲的消费者需求与积极的市场份额增长相结合，帮助抵消了由于内存芯片短缺而预期的价格上涨，这本预计会抑制增长。</p>
</div><p>The infrastructure segment, heavily weighted toward AI servers, emerged as Lenovo's fastest-growing area. With artificial intelligence workloads gaining traction worldwide, Lenovo's data-center products are experiencing robust demand, reflecting the broader technology industry's pivot to AI-intensive computing.</p>
<div class="lb-trans"><p>基础设施部门，重心集中在人工智能服务器上，成为联想增长最快的领域。随着全球范围内人工智能工作负载的增加，联想的数据中心产品正经历强劲的需求，反映出更广泛的科技行业正在向以人工智能为重点的计算转型。</p>
</div><p>Lenovo's impressive earnings come amid a historically tough environment for PC makers, where supply chain disruptions and chip shortages have challenged profitability. That the company has managed to post such strong figures suggests it's capturing significant market share as the PC market stages a modest rebound.</p>
<div class="lb-trans"><p>联想的强劲收益出现在个人电脑制造商面临历史性困难的环境中，供应链中断和芯片短缺挑战了盈利能力。公司能够发布如此强劲的业绩，表明它在个人电脑市场小幅反弹的过程中正在获得显著的市场份额。</p>
</div><p>The stock ramp-up underscores investor appetite for companies well-positioned to ride the AI wave and adapt to shifting technology needs. Lenovo's ability to translate AI momentum into concrete revenue growth is striking, especially when compared to peers still grappling with legacy hardware sales.</p>
<div class="lb-trans"><p>股价的上涨凸显了投资者对那些能够顺应人工智能浪潮并适应技术需求变化的公司的渴望。联想将人工智能的势头转化为具体收入增长的能力令人瞩目，尤其是与仍在挣扎于传统硬件销售的同行相比。</p>
</div><p>With Lenovo's AI segment now accounting for a huge slice of its revenue, the question lingers whether this tech giant can maintain this growth pace or if market saturation could slow the momentum. For now, Lenovo's robust results have investors buzzing about its role in the next era of computing.</p>
<div class="lb-trans"><p>随着联想的人工智能部门现在占据了其收入的巨大份额，问题在于这家科技巨头能否维持这一增长速度，还是市场饱和可能会减缓势头。目前，联想的强劲业绩让投资者对其在下一个计算时代的角色充满期待。</p>
</div>

由于 AI 服务器销售强劲以及 PC 市场的复苏，联想股价飙升至历史新高