联想集团:规模效应助力ISG扭亏为盈 PC主业增长提速

格隆汇
23 Feb

机构:中金公司研究员:李诗雯/郑欣怡/陈昊/朱镜榆/彭虎3QFY25 业绩高于我们预期联想集团公布3QFY25 业绩:营收为187.96 亿美元,同比增长19.6%;归母净利润为6.93 亿美元,同比增长105.5%,超出我们和市场预期,主要得益于ISG 营收延续高增并实现扭亏为盈,IDG 和SSG 营收均取得双位数增长,以及受到2.82 亿美元因部分集团活动重组而产生的一次性所得税抵免的非经常...

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