联想集团-从收支平衡到提升基础设施业务盈利能力

ab 27 May 2025 Global Research First Read Lenovo Group 2025 AIC: Improving infra business profitability from breakeven Profitability improvement for its infra business driven by enterprise Lenovo is turning its ISG (infrastructure business with CSPs and ESMBs) segment profitable, focusing on improving and growing its ESMB business, which yield higher margins once scale, cost structure, and operating leverage improve. For this fiscal year, it is optimistic about reaching its internal KPI of sequentially impr ...