金融界8月11日消息，上证指数上涨0.34%，中证港股通TMT主题指数 (港股通 TMT，931026)报4636.77 点。 数据统计显示，中证港股通TMT主题指数近一个月上涨5.56%，近三个月上涨14.05%，年至今上涨 36.12%。 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本，以反映相关行业主题上市公司证券的整体表现。该指数以2014年11月14日为基日，以3000.0点为基 点。 从指数持仓来看，中证港股通TMT主题指数十大权重分别为：腾讯控股（14.76%）、中国移动 （13.61%）、小米集团-W（12.78%）、快手-W（8.13%）、中芯国际（8.02%）、长和（4.72%）、联 想集团（3.22%）、中国电信（2.95%）、金蝶国际（2.13%）、中国联通（2.12%）。 从中证港股通TMT主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比56.62%、信息技术占比43.38%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星 ...

Market Overview - The A-share market has returned to an upward trend, with the Shanghai Composite Index achieving a "five consecutive days of gains" last week, reaching a new high for the year [1] - The Every Day Brand 100 Index rose by 1.14% last week, closing at 1101.23 points, surpassing the 1100-point mark [1][2] - Nearly 80% of the constituent stocks in the Every Day Brand 100 Index experienced an increase, indicating strong market performance [3] Stock Performance - Among the constituent stocks, 78 out of 100 saw price increases, representing 79% of the index [3] - Notable performers included companies like Transsion Holdings, Pudong Development Bank, Lenovo Group, XCMG, Zijin Mining, and Sany Heavy Industry, with weekly gains exceeding 5% [3] - Tencent Holdings and Agricultural Bank of China each saw market capitalization growth exceeding 100 billion yuan, while 17 other stocks, including Industrial and Commercial Bank of China and China National Petroleum Corporation, saw market cap increases over 10 billion yuan [3] Valuation Metrics - As of August 8, the Every Day Brand 100 Index had a price-to-earnings ratio of 11.8 times and a price-to-book ratio of 1.32 times, both significantly lower than the CSI 300 Index and the ChiNext Index, indicating attractive valuation [3] Market Sentiment - The overall market trend remains strong, with the margin trading balance returning to over 2 trillion yuan, reflecting a recovery in market confidence [3] - The market is expected to maintain a positive trend supported by liquidity and fundamental recovery, with the index likely to gradually rise [3] Lenovo Group's Performance - Lenovo Group has gained significant attention from international capital markets, with Nomura and Credit Lyonnais raising their target prices for the company [4] - Nomura upgraded Lenovo's rating from "Neutral" to "Buy," setting a new target price of 14 HKD, a 7.69% increase from the previous target [4] - Credit Lyonnais expects Lenovo to report a profit of 480 million USD for the first fiscal quarter, exceeding market expectations by 47% [4] Market Position and Growth - Lenovo holds a leading position in the global Chromebook market with a 31.3% market share and has seen a 24.7% year-on-year growth in the tablet market [4][5] - The company is well-positioned to capitalize on the growing demand for Chromebooks in the Asian education sector [5] AI Strategy - Lenovo's hybrid AI strategy is gaining market attention, with plans to showcase innovations at the upcoming Tech World event in Las Vegas [6] - The event will highlight Lenovo's AI-driven products and solutions, including a partnership with FIFA for the "first AI World Cup" [6] - Lenovo aims to leverage its strong PC foundation and server technology to become a key beneficiary of the AI wave, focusing on smart transformation across various industries [6]

Core Insights - The global smartphone revenue outside of China reached $91.3 billion, marking a 9.2% year-on-year growth, significantly surpassing the previous growth forecast of 1.2% [1] - Lenovo's mobile business showed strong performance in overseas markets, achieving a remarkable 14.6% revenue growth and securing the fourth position globally with a market share of 5.4% [1][2] - Motorola's global revenue share increased to 3.0%, ranking eighth in the market [1] Group 1: Market Performance - Lenovo's revenue growth in the Asia-Pacific emerging markets was 66%, with India showing a robust growth rate of 44% [2] - In North America, Lenovo's revenue reached $1.07 billion, growing 18.2% year-on-year, with a market share of 5.3%, ranking third [3] - Lenovo Motorola's revenue in the global market outside of China grew by 52%, with a shipment increase of 32% [3] Group 2: Financial Highlights - In the fiscal year 2024-25, Motorola's revenue reached 62.6 billion yuan, a 27% increase, marking a historical high since Lenovo's acquisition [4] - The smartphone shipment volume increased by 75% compared to 2020 [4] - Lenovo Motorola's revenue share surpassed OPPO, Transsion, and Google, moving from fifth to fourth place in the global market [4] Group 3: Strategic Outlook - The global smartphone market is expected to continue its trend towards high-end products, with revenue growth anticipated to outpace volume growth in 2025 [4] - The rising interest in generative AI smartphones and foldable devices presents significant growth opportunities for Lenovo Motorola, leveraging its strong foundation in personal smart devices and foldable technology [4]

Core Insights - The international smartphone market, excluding China, generated total revenue of $91.3 billion, reflecting a year-on-year growth of 9.2%, significantly surpassing the previous growth forecast of 1.2% [1] - Lenovo Group's mobile business performed exceptionally well in overseas markets, achieving a robust revenue growth of 14.6% year-on-year, solidifying its position as the fourth largest player globally with a market share of 5.4% [1][2] - Lenovo's Motorola brand also saw its global revenue share increase to 3.0%, ranking eighth in the market [1] Revenue Growth and Market Position - Lenovo's revenue growth of 14.6% outpaced other top players in the overseas market, where Apple grew by 9.7%, Samsung by 11.3%, and Xiaomi by 3.7%, while OPPO experienced a decline of 1% [2] - The Asia-Pacific emerging markets and North America were identified as key growth drivers for Lenovo, with revenue in the Asia-Pacific region increasing by 66%, and the Indian market alone growing by 44% [2] - In North America, Lenovo's revenue reached $1.07 billion, marking an 18.2% year-on-year increase, with a market share of 5.3%, elevating its rank to third [3] Strategic Advantages - Lenovo's Motorola brand emerged as one of the fastest-growing major brands, benefiting from strong sales in India, steady expansion in the North American prepaid market, and enhanced competitiveness in the mid-range 5G product category [3] - Despite a downturn in the domestic smartphone market in China, Lenovo's Motorola experienced a significant revenue increase of 52% and a shipment growth of 32% [3] - In the fiscal year 2024-25, Motorola's revenue reached 62.6 billion yuan, a 27% increase, marking a historical high since Lenovo's acquisition, with smartphone shipments rising by 75% compared to 2020 [3][4] Future Outlook - Lenovo is expected to continue solidifying its fourth position in the global smartphone market, with double-digit revenue growth reflecting its strategic focus and execution in emerging markets [4] - The global smartphone market is anticipated to maintain a trend towards high-end products, with revenue growth expected to outpace volume growth in 2025 [4] - Lenovo's Motorola is well-positioned to capitalize on opportunities in the personal smart device sector and foldable smartphone market, driven by increasing interest in generative AI (GenAI) devices [4]

Core Insights - The international smartphone market, excluding China, generated total revenue of $91.3 billion, reflecting a year-on-year growth of 9.2%, significantly surpassing the previous growth forecast of 1.2% [1] - Lenovo's mobile business performed exceptionally well in overseas markets, achieving a remarkable revenue growth of 14.6% year-on-year, solidifying its position as the fourth largest globally with a market share of 5.4% [1] - Motorola's global revenue share increased to 3.0%, ranking eighth, showcasing strong performance compared to competitors [1] Group 1: Market Performance - Lenovo's mobile business in the Asia-Pacific emerging markets saw a revenue increase of 66%, with India alone experiencing a growth rate of 44% [2] - In North America, Lenovo's revenue reached $1.07 billion, marking an 18.2% year-on-year increase, with a market share of 5.3%, moving up to third place [2] - Lenovo Motorola's revenue in the Chinese market surged by 52% year-on-year, with a shipment increase of 32%, indicating robust growth despite a declining local market [2] Group 2: Financial Highlights - In the fiscal year 2024-25, Motorola's revenue reached 62.6 billion yuan, a 27% increase, achieving the highest revenue since Lenovo's acquisition [3] - The smartphone shipment volume increased by 75% compared to 2020, reflecting strong market performance [3] - Lenovo Motorola's revenue share in global markets, excluding China, surpassed OPPO, Transsion, and Google, moving from fifth to fourth place [3] Group 3: Future Outlook - The global smartphone market is expected to continue its trend towards high-end products, with revenue growth anticipated to outpace shipment growth in 2025 [3] - The rising interest in generative AI smartphones and foldable devices presents significant growth opportunities for Lenovo Motorola, leveraging its strengths in personal smart devices and foldable technology [3]

金融界2025年8月8日消息，国家知识产权局信息显示，联想（北京）有限公司取得一项名为"确定DRX RTT定时器的方法及设备"的专利，授权公告号CN115885556B，申请日期为2020年07月。 本文源自：金融界 作者：情报员 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1751条，专利信 息5000条，此外企业还拥有行政许可238个。 ...

本文源自：金融界 作者：情报员 天眼查资料显示，联想(北京)有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和其 他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想(北京)有限 公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1751条，专利信息 5000条，此外企业还拥有行政许可238个。 金融界2025年8月8日消息，国家知识产权局信息显示，联想（北京）有限公司取得一项名为"用于上行 链路资源分配的方法及设备"的专利，授权公告号CN115336343B，申请日期为2020年04月。 ...

联想集团(00992) (ADR: LNVGY)与世界级地标Sphere Entertainment Co. (NYSE: SPHR)今日联合宣布， 联想集团年度全球创新科技大会Tech World将首次登陆美国拉斯维加斯Sphere场馆，作为国际消费电子 展CES® 2026开幕日的重头戏亮相。联想集团董事长兼CEO 杨元庆将亲临第十一届Tech World大会发布 CES主题演讲，重磅揭幕最新产品与创新成果，并展示联想集团未来数年以AI为核心的创新战略。 本次盛会将特别呈现由Sphere Studios为联想集团独家打造的沉浸式内容，这也将是CES主题演讲连续第 二年在Sphere大球举办。2026年Tech World大会的召开见证了联想集团与Sphere的长期全球伙伴关系 ——联想集团作为Sphere Studios官方技术合作伙将共同呈现此次精彩科技盛会。 "过去十年间，联想创新科技大会是联想集团发布战略愿景、展示创新成果、推出重磅解决方案的核心 舞台，"联想集团董事长兼CEO杨元庆表示，"在CES 2026上，我们将首次披露联想技术如何重塑世界一 级方程式锦标赛F1®赛事体验，并揭晓我们明年夏季与 ...

天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1751条，专利信 息5000条，此外企业还拥有行政许可238个。 金融界2025年8月8日消息，国家知识产权局信息显示，联想（北京）有限公司申请一项名为"一种数据 处理方法及装置"的专利，公开号CN120448218A，申请日期为2025年04月。 专利摘要显示，本申请提供一种数据处理方法及装置，所述方法包括：在设备由第一模式切换为第二模 式时，根据第一信息或第二信息确定所述第一目标器件在第二模式下的运行状态是否为目标状态；若为 所述目标状态，则输出第一提示信息；其中，所述设备在第一模式下的功耗大于在第二模式下的功耗， 所述第一信息包括第一目标器件在所述第二模式下的运行状态配置信息，所述第二信息包括所述运行状 态配置信息以及所述第一目标器件当前的运行状态信息，所述第一提示信息与第一目标器件在第二模式 下的运行状态相关。 本文源自：金融界 ...

8月7日，脑机接口板块表现活跃，引发市场广泛关注，消息面上，AI医疗再迎政策催化，细分赛道商 业化进程有望加速，国务院常务会议审议通过《关于深入实施"人工智能+"行动的意见》，人工智能政 策支持导向进一步明确且强烈。方正证券认为，人工智能+驱动医疗产业革命，AI医疗各赛道将迎来加 速发展。"人工智能+"驱动医疗产业革命性发展，脑机接口、手术机器人等高端创新设备加速落地和应 用拓展。 业内分析认为，随着产品创新、性能改善、成本降低、脑机接口技术应用，外骨骼机器人市场进入快速 发展期，医用外骨骼机器人已率先实现规模化商用。海外和国内多家公司正在研发集成脑机接口技术的 外骨骼产品。联想集团作为一家全球领先的科技公司，在人形机器人、脑机接口、人工智能等领域有着 广泛布局和深入探索，有望依托持续产品创新获得市场红利，对公司业绩稳健增长构成长期利好。 脑机接口产业链亟待爆发 在AI等新兴技术趋于成熟的背景下，基于"脑科学+AI"的脑机接口(brain-computer interface, BCI)正成为 当前最活跃的研究方向。脑机接口作为实现大脑与外部设备信息交互的交叉前沿技术，融合了神经科 学、人工智能、电子信息、功 ...