联想CEO:联想在中国的第一财季AI基础设施业务实现强劲增长
Core Insights - Lenovo's AI infrastructure business in China experienced strong growth despite ongoing US-China tech tensions [1] - The suspension of tariffs between the US and China is viewed positively for the company's operations [1] - One-third of Lenovo's PC sales in the first quarter came from AI PCs, indicating a significant market shift [1] - The company's personal computer sales growth outpaced the overall market, driven by AI PCs and the migration to Windows 11 [1] - This resulted in the fastest personal computer sales growth in 15 quarters [1]