Changes in Hong Kong stocks | Lenovo Group (00992) bucked the trend and rose more than 4% in the second quarter, x86 server shipments topped the world's top for the first time

The Zhitong Finance App learned that Lenovo Group (00992) bucked the trend and rose more than 4%. As of press release, it had risen 4.6% to HK$32.74, with a turnover of HK$697 million.

According to news, recently, according to the latest global server market data for the second quarter of 2026 released by market research agency IDC, Lenovo Group became the leading manufacturer with the most outstanding performance in the global x86 server market this quarter: revenue increased 96.0% year-on-year and 46.9% month-on-month, ranking second in the world; Lenovo x86 server shipments increased 45.6% year on year, ranking first among major manufacturers, significantly higher than the overall growth rate of 8.9% in the global market. It also topped the global x86 server market's shipment ranking for the first time.

It is worth mentioning that Dell's stock price reached a record high last Friday. The newly disclosed results completely exceeded expectations, and the annual performance guidance was drastically raised, further confirming that the AI infrastructure investment boom continues to heat up. Earlier, at the performance briefing, Oracle management reiterated the 2027 capital expenditure plan of up to 90 billion to 95 billion US dollars to expand AI data centers and related infrastructure, and directly named Dell and HPE as the main undertakers of this expenditure.