联想CFO郑孝明：正囤积PC内存，不会向客户转嫁成本

Core Insights - Lenovo Group is stockpiling memory and other critical components to address supply shortages driven by the AI boom [1] - The company's CFO, Zheng Xiaoming, stated that current component inventory is approximately 50% higher than usual [1] - The surge in demand for advanced hardware in AI data centers is increasing costs for consumer electronics manufacturers, but Lenovo sees an opportunity to profit from its inventory advantage [1] Group 1 - Zheng Xiaoming noted that prices are rising at an unprecedented rate due to AI-driven demand [1] - Lenovo has signed long-term contracts and possesses scale advantages, indicating that "whoever controls supply can secure a position in the market" [1] - The company aims to avoid passing increased costs onto customers this quarter to maintain strong sales growth for the year [1] Group 2 - Lenovo plans to achieve a balance between product pricing and supply by 2026 [1] - The company has sufficient memory chips to meet its demand for the entire year of 2026 and is better positioned than competitors to handle any supply shortages [1]