LENOVO GROUP(HK:00992) Xin Lang Cai Jing·2025-11-20 03:09Core Insights - Lenovo Group reported a 15% year-on-year revenue increase to 146.4 billion RMB for the second fiscal quarter of 2025/26, achieving a record high for the quarter [1] - Adjusted net profit rose by 25% year-on-year to 3.66 billion RMB [1] Industry Trends - The first wave of artificial intelligence (AI) has led to a surge in demand for AI infrastructure, particularly large-scale computing power for training [1] - The widespread use of large language models has shifted user demands towards personalized and private solutions, emphasizing efficiency, response speed, security, and sustainability [1] - This trend is creating growth opportunities for various forms of AI terminal devices, public and private clouds, local data centers, and hybrid infrastructures that meet diverse needs [1] Company Strategy - Lenovo is focusing on a multi-device strategy to cater to the increasing demand for highly personalized personal intelligence based on unique user experiences, memories, behaviors, and knowledge [1]