人民财讯11月20日电，11月20日早间，联想集团(00992.HK)发布2025/26财年第二季度财报，当季营收 同比增长15%至1464亿元人民币，创下季度历史新高，超出市场普遍预期；调整后净利润同比增长 25%，达36.6亿元人民币。首次披露AI相关业务收入情况，在总营收中占比提升至30%。 ...

人民财讯11月20日电，近期，存储等核心元器件成本出现温和上涨，市场对终端厂商盈利能力保持担 忧。11月20日，联想集团表示，成本端变化增强了客户"前置采购"意愿，带动下游渠道积极补库；同 时，相较于行业平均水平，联想在供应链的灵活度与风险吸收能力具备显著优势，能够在需求变化和成 本波动中保持更高的响应效率与供给韧性。因此，联想对下半财年PC及ISG的"双位数增长"保持信心， 并将继续推动市占率提升。 ...

每经AI快讯，联想集团在港交所发布2025/2026年财政年度中期业绩公告显示，截至2025年9月30日的六 个月，公司实现收入392.82亿美元，同比增加18%；公司权益持有人应占溢利8.46亿美元，同比增加 40%。 ...

Group 1 - Lenovo Group reported a 31.1% market share in the global Windows AI PC market, maintaining its position as the global leader [1] - In mainland China, Lenovo's AI PCs, based on "five AI characteristics," accounted for 30% of notebook shipments [1]

智通财经APP讯，联想集团(00992)发布公告，该公司将于2025年12月24日派发截至2025年9月30日止6个 月的中期股息每股0.085港元。 ...

Group 1: Nvidia's Financial Performance - Nvidia reported record third-quarter fiscal 2026 revenue of $57.0 billion, a 62% increase year-over-year, driven primarily by its Data Center segment, which achieved $51.2 billion in revenue, up 66% from the previous year [2] - CEO Jensen Huang highlighted "very, very strong" business conditions and confirmed a secure supply of next-generation Blackwell chips, crediting TSMC for support in wafer production [2] Group 2: Japan's Foreign Investment Surge - For the week ending November 14, Japan saw a significant increase in foreign investment, with foreign purchases of Japanese bonds reaching ¥961.6 billion, up from ¥91.5 billion the previous week [4] - Foreign buying of Japanese stocks surged to ¥1,020.9 billion, reversing a prior net outflow of ¥–347.3 billion [5] Group 3: Gold Market Dynamics - Gold prices are trading above $4,000 per ounce, nearing its best year since 1979, largely due to heavy central bank buying, with over 1,000 tonnes accumulated annually since 2022 [6] - Analysts at Goldman Sachs project gold could reach $4,900 per ounce by the end of 2026, driven by diversification away from the U.S. dollar and strong safe-haven flows [6][7] Group 4: Lenovo's Strong Earnings - Lenovo Group reported second-quarter revenue of $20.45 billion, exceeding analyst estimates of $20.01 billion, with net income reaching $340 million [10] - The company declared an interim dividend of HK$0.085 per share [10] Group 5: U.S. Policy on AI - Former President Trump is reportedly considering a new executive order on Artificial Intelligence, following previous orders aimed at enhancing U.S. leadership in AI and promoting unbiased development [11]

Group 1 - The core viewpoint of the article is that Lenovo Group reported significant growth in its mid-term financial performance for the fiscal year 2025/26, with revenue and profit attributable to equity holders increasing by 18% and 40% respectively, reaching $39 billion and $846 million, marking a record high for the first half of the year [1] - In the second quarter, the company achieved a historical revenue high of $20.5 billion, surpassing the previous record set during the COVID-19 pandemic [1] - The board of directors announced an interim dividend of HKD 0.085 per share, totaling approximately $135.4 million [1]

智通财经APP获悉，11月20日，联想集团(00992)发布2025/26财年第二季度财报，ISG基础设施方案业务 集团实现营收约293亿元人民币，同比提升24%。运营利润率环比提升1.2个百分点，业务盈利能力呈现 出企稳回升势头。AI服务器收入实现高双位数增长，订单储备强劲。 ...

Core Insights - Lenovo Group reported a record high quarterly revenue of 146.4 billion RMB for Q2 of the fiscal year 2025/26, representing a 15% year-on-year growth, significantly exceeding market expectations [1] - Adjusted net profit for the same period increased by 25% year-on-year, reaching 3.66 billion RMB [1] - The company disclosed its AI-related business revenue for the first time, which now accounts for 30% of total revenue [1]

Core Insights - Lenovo Group (00992) reported a record high revenue of 146.4 billion RMB for Q2 of the fiscal year 2025/26, representing a 15% year-on-year growth, significantly exceeding market expectations [1] - Adjusted net profit increased by 25% year-on-year, reaching 3.66 billion RMB [1] - The company disclosed for the first time that AI-related business revenue now accounts for 30% of total revenue [1]