个人智能和企业智能双轮驱动 联想持续推进混合式AI战略落地

Core Insights - Lenovo Group reported a record revenue of 157.5 billion RMB for Q3 of the fiscal year 2025/26, representing an over 18% year-on-year increase, with adjusted net profit rising by 36%, significantly exceeding market expectations [1] - AI-related business has become a crucial growth engine for Lenovo, with AI revenue increasing by 72% year-on-year, now accounting for 32% of total revenue [1] - The company is advancing its hybrid AI strategy, which encompasses personal and enterprise intelligence, supported by strong data [1] Group 1 - In the personal intelligence sector, Lenovo is focusing on "personal AI twins," such as Tianxi AI and Lenovo Qira, to establish a differentiated competitive barrier [2] - Lenovo officially launched Lenovo Qira in Q3, marking a significant step towards creating a unified AI terminal entry across platforms and devices [2] - The company aims to solidify its global leadership in AI PCs and expand the installation scale of AI devices, providing a broad foundation for personal super intelligent systems [2] Group 2 - In the enterprise intelligence domain, Lenovo is promoting the implementation of enterprise super intelligent systems under the "hybrid AI advantage set" framework, which includes an AI application library, technology platform, infrastructure, and services [2] - The company introduced the Lenovo xIQ technology platform as the core technology base for enterprise AI and partnered with NVIDIA to launch the AI Cloud Super Factory plan, beginning the delivery of next-generation GPU servers [2] - Lenovo's end-to-end AI services are scaling up, indicating a shift from pilot phases to large-scale commercial applications in enterprise AI [2] Group 3 - Lenovo's Chairman and CEO Yang Yuanqing emphasized the commitment to driving hybrid artificial intelligence to seize opportunities presented by AI's integration into daily life and business operations, aiming for accelerated growth and improved profitability for sustainable returns to shareholders [2]