聯想(00992.HK)楊元慶:混合式AI帶來龐大增長機會 有信心第四財季收入續增長
聯想集團(00992.HK)截至去年12月底止第三財季營業額按年增長3%,連續兩個季度錄得按年增長。董事長兼首席執行官楊元慶表示,在強勁的電腦、智能手機及方案服務業務增長支持下,有信心接下來第四財季營業額都可持續錄得增長,同時期望下財年利潤及盈利能力都可改善。
他指出,混合式人工智能為設備、基礎設施、解決方案及服務帶來龐大增長機遇,將持續專注於智能化轉型,繼續投資創新並加快AI PC轉型,以確保聯想可保持優於市場的增長速度和領先行業地位。
期內方案服務業務集團營業額首次突破20億美元,首席財務官黃偉明透露未來會推出更多AI原生新產品,相信可成為高盈利能力的新型增長引擎。智能設備業務集團(IDG)總裁Luca Rossi指,聯想第一代AI PC最快今年上半年起開始交付,下半年至明年AI PC產品規模會加快擴張,預期上半年AI PC整體收入貢獻未太明顯,要到2025至2026年預期才會錄得更顯著增長。
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