聯想ISG業務連續跨越式增長,算力基礎設施全球賣爆
8月15日,聯想集團公佈2024/25財年第一財季業績,單季營收達到1119億人民幣,同比增長20%;淨利潤近23億人民幣,同比大幅增長65%,均超彭博一致預期。
其中,得益於雲基礎設施業務強力增長,ISG業務營收實現65%的同比提升,創下歷史新高。此外,存儲、軟件和服務業務的營收總和增長近60%,也再創新高。海神(Neptune)液冷服務器營收同比增長超過50%,高性能計算營收同比增長30%。
目前,聯想已經形成了"聯想問天+聯想ThinkSystem"的服務器雙品牌戰略:
聯想問天產品系列聚焦 "本地創新、敏捷高效",適配國產部件、軟件和生態配置,以及專屬本地的專家和服務團隊,為客户提供端到端的全方位支持,快速響應用户需求。
聯想ThinkSystem產品系列聚焦"全球智慧、本地交付",具備豐富的技術實力和行業認可,不僅擁有跨平台和多工作負載的優異性能,更擁有業界領先的靈活性與可靠性,能夠穩定高效地承載各行業客户業務的重要計算工作。
聯想集團稱,未來將進一步推動ISG業務恢復盈利,尤其着重優化企業基礎設施業務的業務模式,簡化產品組合,改善運營。同時,利用行業領先的液冷技術滿足不斷增長的人工智能工作負載需求,把握人工智能服務器和存儲市場的其他增長機會;深化關鍵戰略合作伙伴的關係,構建支持混合式人工智能解決方案的基礎設施平台。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.