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聯想集團(00992.HK)完成庫存清理 料下半年PC業務可恢復按年增長
聯想集團(00992.HK)截至6月底止首財季智能設備業務集團收入按年下跌28%,執行副總裁兼智能設備業務集團總裁Luca Rossi表示,上半年完成渠道過剩庫存的清理,相信個人電腦(PC)市場已經見底,下半年料將恢復按年增長,同時看好明年中後期至2025年PC市場在人工智能(AI)發展推動下的升級置換需求增長,集團將致力保持全球領先地位,以捕捉新機遇。 董事長兼首席執行官楊元慶補充,終端市場有望恢復,加上大宗商品類零部件價格觸底,對未來幾個季度發展持謹慎樂觀看法,會堅持實現爲經營開支節省8.5億美元的目標。 他又指,聯想過去數年已開始於AI、雲端、算力等方面部署,憧憬大語言模型及生成式人工智能將大力推動市場發展及提升AI普及性,集團透過「聯想人工智慧創新者計劃」已爲企業提供超過150個一站式解決方案,未來將繼續與微軟、高通、英偉達及Intel等合作,推出更多AI相關創新產品及技術應用。 首財季來自非PC業務收入貢獻提升至41%,執行副總裁兼方案服務業務集團(SSG)總裁黃建恆表示,SSG收入已連續第九個季度實現收入增長,相信未來非PC貢獻會持續提升。
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