联想集团2026/27财年一季度财报显示亮眼成绩，营收达269.43亿美元，同比增长43%1。经调整后的股东应占利润为10.75亿美元，同比增长176%1，创下公司单季历史新高。这份财报发布当天推动公司股价上涨约22%，年内累计涨幅达238%1。
AI业务成为联想增长的核心驱动力。AI相关收入同比增长60%，已占集团总收入的35%1。通过发力AI服务器等基础设施业务，联想正逐步实现从传统PC厂商向AI基建关键供应商的转变1。在随后召开的业绩说明会上，联想董事长兼CEO杨元庆共提及"AI"112次，平均每30秒左右就提到一次1，充分反映了AI对公司战略方向的重要性。
Lenovo Group unveiled its strongest quarterly results in company history for the first quarter of fiscal year 2026/27, driven by explosive growth in artificial intelligence-related business.1 The technology company reported revenue of $269.43 billion, representing a 43% year-over-year increase, while adjusted net profit attributable to shareholders reached $10.75 billion, surging 176% compared to the same period last year.1
AI-related revenue emerged as the dominant growth engine, climbing 60% year-over-year and accounting for 35% of total group revenue.1 This transformation reflects Lenovo's strategic pivot from its traditional roots as a personal computer manufacturer toward becoming a critical supplier of AI infrastructure, particularly through its server and related hardware offerings. The market responded enthusiastically, with Lenovo's stock price climbing approximately 22% on the day of the earnings announcement and gaining roughly 238% over the year.1
The company's leadership underscored the centrality of AI to its future direction during the earnings conference, with Chairman and Chief Executive Yang Yuanqing referencing "AI" approximately 112 times throughout the presentation—roughly once every 30 seconds.1
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