声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，联想（新加坡）私人有限公司取得一项名为"信息处理设备的制备方法和移 动计算机"的专利，授权公告号CN115373590B，申请日期为2022年5月。 作者：情报员 ...

Core Insights - Lenovo is set to launch the new smartphone model, moto X70 Air Pro, which emphasizes a lightweight design and features a metal frame with a textured back for aesthetic appeal and grip comfort [2][3] - The device will be powered by the fifth-generation Snapdragon 8 mobile platform, specifically the Snapdragon 8 Gen5 processor, offering robust computing capabilities and supporting 8K resolution for photography and video recording [2][3] - The imaging system has been optimized with a main camera sensor comparable to those found in mainstream flagship models, aiming to enhance image quality and establish the device as a "lightweight imaging flagship" in the market [2][3] - The moto X70 Air Pro will include a stylus that activates various AI functions, enhancing user interaction and versatility in usage scenarios [2][3] Previous Model Reference - The previous model, moto X70 Air, was released in October 2023, featuring an ultra-thin design at 5.99 mm and weighing 159 grams [2][3] - Key specifications of the moto X70 Air include the fourth-generation Snapdragon 7 chip, a 6.67-inch 1.5K OLED display, a triple-camera system with 50MP sensors on both front and back, a 4800mAh battery, 68W wired fast charging, 15W wireless charging, and IP68 and IP69 water and dust resistance ratings, with a starting price of 2399 yuan [2][3]

证券研究报告 日期：2026年1月5日 【中泰电子】2026 CES前瞻 端侧AI蓄势待发 分析师： 王芳 S0740521120002，杨旭 S0740521120001，洪嘉琳 S0740524090003 1 主题演讲 | 厂 商 | 会议主题 | 亮 点 | | --- | --- | --- | | 英伟达 | NVIDIA CEO主旨演讲 | 英伟达创始人兼首席执行官黄仁勋将介绍英伟达与合作伙伴的突破性技术进展 ，预计将介绍 | | | | Rubin平台最新进度以及NVLink与ASIC生态系合作进展 | | AMD | CES开幕主题演讲 | AMD首席执行官苏姿丰将将深入探讨AMD CPU、GPU、自行调适计算技术、AI软件与解决方案 | | | | 并揭露最新Zen 6架构及AI 等相关解决方案 ，预计将释出MI400系列最新信息 PC平台产品线 ， | | 英特尔 | 英特尔 CES 2026 主题演讲 | 主题演讲将由英特尔客户端计算事业部CCG总经理Jim Johnson主持 将重点阐述英特尔AI PC战 ， | | | 略 | Ultra "Panther ，预计将首发酷睿 第3代 ...

2026年1月5日，联想宣布将推出多款与2026年国际足联世界杯合作的联名产品，涵盖笔记本和平板设 备。除此前已曝光的游戏本和轻薄本外，最新信息显示，联想还将至少发布四款主题联名设备。 其中，Legion Tab Gen 3对应国内市场中的拯救者Y700第三代平板，配备高通骁龙8 Gen 3处理器，主打 高性能移动体验。面向商务用户的ThinkBook 16 Gen 9将搭载英特尔酷睿Ultra 7 300系列"Panther Lake"处理器，兼顾效率与算力。 高端系列Yoga Slim 7i Ultra Aura Edition同样采用"Panther Lake"架构，但配备更高端的酷睿Ultra X9 300 系列处理器，定位旗舰级轻薄本。另一款重磅产品为全新推出的ThinkPad X9 14 Gen1，该机型首次采 用英特尔酷睿Ultra 7 200V系列"Lunar Lake"处理器，强调能效表现与续航能力，延续ThinkPad经典设计 理念的同时融入赛事专属元素。 上述新品均融合世界杯主题设计，预计将在全球范围内同步上市，相关细节将在近期的国际消费电子展 期间进一步公布。 2026年1月5日，联想 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

Core Insights - The annual Consumer Electronics Show (CES) in Las Vegas will commence on January 6, showcasing advancements in AI hardware and technology [1] - NVIDIA CEO Jensen Huang is expected to address the ongoing demand for AI chips and the future of AI technology during his keynote speech [1] - Huang will emphasize "Physical AI," highlighting its applications beyond robotics, impacting various industries such as healthcare, automotive, and manufacturing [1] Group 1: NVIDIA and AI Trends - Huang will discuss the collaboration between NVIDIA and Siemens to apply AI in industrial scenarios [1] - The demand for NVIDIA's Blackwell chips remains high, but supply issues persist [2] - Huang and Lenovo's CEO Yang Yuanqing predict that enterprise-level AI will become a key battleground, with hybrid AI as a critical breakthrough [2] Group 2: Industry Participation and Innovations - Major chip executives from Intel, Qualcomm, and AMD will also participate in Lenovo's event, with AMD expected to announce significant updates to its Ryzen series [3] - Chinese companies will showcase advanced products, including Alibaba's "Quark AI Glasses" and Kuaishou's "Kling AI" model [3] - Various humanoid robots and AI-driven products from Chinese companies will be presented, demonstrating the growth of embodied intelligence in the industry [3]

Core Insights - The Shanghai Composite Index rose by 1.02%, while the Hang Seng Tech Index increased by 1.18% as of 11:17 AM on January 5 [1] - Kuaishou-W's stock surged over 11%, and Alibaba-W and Lenovo Group saw gains of over 1% [1] - The Kuaishou AI video model and the Keye-VL-671B-A37B large language model have made breakthroughs, accelerating commercialization and predicting a revenue growth of 8.2% to 14.4% year-on-year for Q4 [1] - Alibaba's Gaode has laid out plans for a world model and intends to launch a new product application based on it [1] - Lenovo Group's Chairman Yang Yuanqing and NVIDIA CEO Jensen Huang discussed the evolution of AI from "generative AI" to "agent-based AI," which has stronger problem-solving and reasoning capabilities [1] - Both Yang and Huang believe that the core opportunity in future AI development lies in "hybrid AI" [1] - The Hong Kong Stock Connect Tech ETF by Harvest (520670) tracks the Hong Kong Stock Connect Tech Index, focusing on high-tech AI sectors, with a management and custody fee of 0.40% per year, suitable for both retail and professional investors [1]

Group 1: Xiaomi's Automotive Goals - Xiaomi's chairman Lei Jun announced a delivery target of 550,000 vehicles for 2026, exceeding the previous plan of 300,000 for 2025, which is now set at over 410,000 [2] - Since the factory's production began 20 months ago, Xiaomi has delivered 500,000 vehicles, with December alone seeing over 50,000 deliveries [2] - The YU7 SUV model has performed exceptionally well, delivering over 150,000 units in six months, which is 2.3 times the delivery of the SU7 in the same period [2] Group 2: Company Clarifications - Yushu Technology clarified that it is not involved in applying for a "green channel" for its A-share listing, and the regular listing process is proceeding normally [3] - Luxshare Precision issued a statement denying rumors that it would be affected by the production of OpenAI's first AI hardware, confirming that its core business is operating as planned [4] Group 3: New Developments in Technology - Black Sesame Intelligence announced that its high-performance intelligent driving chip, the Huashan A2000, has passed U.S. regulatory reviews and is now approved for global sales [10] - Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang discussed future collaborations in AI, with plans to launch a new enterprise-level AI product at CES 2026 [9] Group 4: Investment and Acquisitions - Shengyi Technology signed an investment agreement for a high-performance copper-clad laminate project worth approximately 4.5 billion yuan, aimed at supporting growth in AI, cloud computing, and 6G communications [6] - Tianlong Co. plans to acquire a 54.87% stake in Suzhou Haomibow, a company focused on 4D millimeter-wave radar technology, to expand into smart driving and related fields [12] - Jincai Hulin announced plans to acquire a 51% stake in Wuxi Sanli, aiming to extend heat treatment technology into robot component manufacturing [14]

Core Viewpoint - The Hong Kong stock market saw a significant rise in brain-computer interface concept stocks, driven by Elon Musk's announcement that his company Neuralink plans to begin large-scale production of brain-computer interface devices in 2026 [1]. Group 1: Stock Performance - Nanjing Panda Electronics Co., Ltd. experienced a surge of over 14%, reaching a latest price of 5.540 with a total market capitalization of 50.63 billion [2]. - Heartway Medical-B saw an increase of 9.80%, with a latest price of 59.950 and a market cap of 22.89 billion [2]. - MicroPort Scientific Corporation rose by 7.43%, with a latest price of 12.140 and a market capitalization of 69.92 billion [2]. - BrainCo Inc. (Brain动极光-B) increased by 3.53%, reaching a price of 7.040 and a total market value of 89.15 billion [2]. - Lenovo Group Limited also saw a rise of 3.35%, with a latest price of 9.870 and a market capitalization of 1,224.347 billion [2].

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Berai Technology, a leading provider of electric unmanned mining trucks and zero-carbon mining solutions, has completed a financing round exceeding 1 billion yuan, marking the largest financing amount in the unmanned mining sector [5] - The financing will be used to enhance R&D investment, expand intelligent production capacity, accelerate domestic and international market expansion, and deepen industry ecosystem cooperation [5] Group 2 - Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang discussed their upcoming collaboration at CES 2026, focusing on the evolution of AI from generative to agent-based capabilities [7] - Both executives believe that the core opportunity in future AI development lies in "hybrid AI" [7] - Lenovo plans to launch an enterprise-level AI product in collaboration with NVIDIA at their innovation technology conference on January 6 [7] Group 3 - Apple has not officially launched its AI yet, with expectations that the iPhone 15 Pro and newer models will be compatible due to high hardware requirements [8] - There have been reports of gray testing for "Apple Intelligence and Siri" features on certain domestic devices, but the official launch will be announced on their website [8]