高盛：联想-生成式人工智能将在未来数年推动人工智能个人电脑、人工智能服务器及人工智能项目服务发展；买

25 May 2025 | 11:12AM HKT Lenovo (0992.HK): Generative AI to drive AI PCs, AI servers, AI projects services in coming years; Buy We remain positive on Lenovo post Mar-Q results (report link). Despite the PC production sites diversifying into Vietnam affecting OPM, and non-cash items (e.g. fair value loss on derivative financial liabilities relating to warrants, notional interest of convertible bonds) dragging the net income (down 64% YoY to US$90m), the company's non-HKFRS net income increased by 22% YoY, d ...