联想集团Q1再创史上最佳业绩，AI服务器业务迎来爆发期

TL;DR - Lenovo reported record fiscal Q1 revenue and adjusted profit, driven partly by surging AI infrastructure demand. Its infrastructure unit nearly doubled revenue as inference workloads and hyperscaler spending accelerated.

• Quarterly revenue rose 43% year over year to RMB 183.4 billion; adjusted net profit increased 176% to over RMB 7.3 billion.
• Infrastructure Solutions Group revenue reached a record RMB 57.9 billion, with a 9.1% operating margin.
• AI-related revenue grew 60% to RMB 63.4 billion, about 35% of total revenue; AI services revenue rose 141%.
• Lenovo is emphasizing hybrid AI infrastructure, inference and token-generation efficiency, alongside AI PCs and enterprise agents.