某些因素可能会成为有益的业绩催化剂。IDC的达乌德(David Daoud)说,微软(Microsoft)的Windows 8使PC生产商有机会打破消费者安于现状、不愿花更高价钱购买更优产品的心态。如果消费者愿意花钱购买触摸屏等新的功能,那么这对联想来说可能就是一个机会。联想已经推出四款在设计时照顾到Windows 8系统的新设备。
The firm is also betting that smartphones will be a money spinner. Growth has been explosive, with Lenovo claiming 11% of the Chinese market in the second quarter, according to IDC, and moving into India and Indonesia. Competition from Samsung, HTC, and Huawei is tough. But Lenovo's chief executive, Yang Yuanqing, says he expects the China smartphone business to show a profit inside the next two to three quarters.
联想也在下注于智能手机,希望它将来成为一个摇钱树。联想在智能手机领域实现了飞快的增长,据IDC的数据,第二季度它占据中国市场11%的份额。同时它也在向印度和印度尼西亚挺进。三星(Samsung)、宏达国际(HTC)、华为(Huawei)带来了激烈的竞争,但联想首席执行长杨元庆说,他预计公司的中国智能手机业务将在未来两到三个季度之内实现盈利。
Lenovo is confident that rapid growth can be sustained. Mr. Yang says a shift to profitability in the PC business in emerging markets outside China - where Lenovo has been paring losses for the last few quarters - is imminent. But with the stock trading at 12.6 times forecast earnings for the next 12 months, compared with four times for HP and 5.2 times for Dell, investors are already paying a premium for Lenovo. With success priced in, there's little room for a slip.
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