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华泰证券:AI战略完成从硬件到软件生态的全面闭环 给予联想集团目标价14港元
Ge Long Hui· 2026-01-09 10:11
Core Insights - Lenovo held the 2026 Lenovo TechWorld conference, showcasing its strategic achievements in AI, emphasizing its role in the global AI industry chain [1] Group 1: Strategic Partnerships and Product Launches - Lenovo gathered CEOs from major chip companies like NVIDIA, AMD, Intel, and Qualcomm, highlighting its significant position in the AI industry [1] - The company launched a new AI inference server, ThinkSystem SR675i, in collaboration with AMD, optimized for large-scale data center inference scenarios [2] - Lenovo announced a partnership with NVIDIA to establish an AI cloud super factory, supported by NVIDIA's accelerated computing platform [2] Group 2: Consumer AI Developments - Lenovo introduced the overseas version of its personal AI super agent, Lenovo Qira, marking a shift from application-level to system-level AI strategy [3] - Qira integrates Lenovo's PC, tablet, and Motorola phone ecosystems, allowing seamless task switching across devices with core capabilities of responsiveness, execution, and situational awareness [3] - The company expects to enhance user engagement and create a differentiated software ecosystem in the competitive AI PC market with Qira [3] Group 3: Financial Projections - Lenovo maintains its FY26/27/28 Non-HKFRS net profit estimates at $1.66 billion, $1.85 billion, and $2.08 billion, with year-on-year growth rates of 15.5%, 11.4%, and 12.4% respectively [3] - Corresponding Non-HKFRS EPS projections are $0.12, $0.14, and $0.15 for FY26, FY27, and FY28 [3]
通讯丨“中国智造”在美消费电子展舞台逐浪前行
Xin Hua Wang· 2026-01-09 08:28
新华社美国拉斯维加斯1月8日电 通讯|"中国智造"在美消费电子展舞台逐浪前行 2026年美国拉斯维加斯消费电子展(CES)6日至9日举行。中国企业展台前人头攒动,创新成果广受瞩 目。在这一全球科技风向标式的年度展会上,"中国智造"正以更高创新密度和清晰技术路径,迈向国际 竞争前沿。 近年来,中国企业已成为CES不可忽视的力量,不仅体现在参与规模上,更体现在对新技术及其应用方 向的引领作用。今年,上千家中国企业参展,既有TCL、海信、京东方、联想等行业领先企业,也有大 批初创企业。特别是多家中国企业斩获"CES创新奖",彰显市场对中国创新能力的全面认可。 高端显示:从屏幕制造到场景体验 在显示技术领域,中国企业持续展现全球领先实力,展示重点从单一产品参数突破转向人工智能 (AI)技术支撑下的全场景应用革命。 TCL占据了CES最中心和最大规模的展位,也是整个展会中产品展示品类最多的参展商之一,技术创新 覆盖电视屏幕、类纸显示电子手写本、AR眼镜等;海信展示了新一代大屏幕显示方案,实现了色彩空 间的提升,强调画质管理、色彩控制与护眼体验的系统优化;长虹等企业则围绕大尺寸LED和显示技 术,突出沉浸式观看与健康用眼 ...
共荣共生,联想与英伟达跨周期合作30年
Ge Long Hui· 2026-01-09 07:35
作者 林更 2026年1月,拉斯维加斯。 The Sphere绚烂的灯光下,黄仁勋与杨元庆并肩而立,他们之间有一种只有长期战友才懂的默契。 他们相识于20多岁的年纪,那是在个人电脑PC革命方兴未艾的年代。当年的年轻人或许都未曾预料 到,30年后,他们会在全球科技界瞩目之下再次握手,用一种名为AI工厂的新物种,去重写全球计算 基础设施的底层逻辑。 将时钟拨回至90年代中期,杨元庆在联想崭露头角之时,黄仁勋创立英伟达不久。彼时的计算世界由 Wintel(Windows+Intel)联盟主导,CPU是绝对的权力中心,显卡GPU在许多时候只是负责点亮屏幕的配 角。 联想通过极其高效的供应链管理和制造能力,一步步攀登至全球PC市场的顶峰。而英伟达则在图形处 理的荒原上艰难拓荒。两家公司的早期交集看似平淡无奇,主要是在显卡组件的采购与集成上。但正是 这种基于供应链的务实合作,为日后的深远合作埋下了伏笔。 对于联想而言,英伟达最初只是众多供应商名单中的一个名字,但随着3D游戏和多媒体需求的崛起, 联想人敏锐地意识到,单纯依靠CPU已无法满足用户对视觉体验的渴望。 联想开始在其高端台式机和后来的ThinkPad工作站系列中, ...
联想集团副总裁阿木:正研发面向企业的“个人超级智能体”
Xin Lang Cai Jing· 2026-01-09 06:54
Core Insights - Lenovo is developing an enterprise-focused "personal super intelligent agent" named "Tianxi AI Pro" to enhance smart collaboration from individuals to enterprises [1][4][7] - The launch of Lenovo Qira, known as Tianxi AI in China, marks the global implementation of Lenovo's personal AI strategy, which is part of a broader hybrid AI initiative [3][6] - The integration of personal and enterprise AI aims to create a smart network that connects individual creativity with corporate intelligence, evolving from "using AI" to "co-creating AI" [3][6] Group 1 - Lenovo's Tianxi AI represents a personal intelligent agent that aligns with individual interests, while enterprises will deploy enterprise-level intelligent agents to enhance employee efficiency and external communication [3][6] - The intersection of personal and enterprise intelligent agents occurs at AI terminals purchased by enterprises, allowing personal agents to leverage enterprise capabilities alongside individual knowledge [3][6] - Tianxi AI can utilize personal data for AI services and will eventually integrate with Lenovo's enterprise-level intelligent agent, "Lexiang," to assist in decision-making processes [3][6] Group 2 - Lenovo has been developing and testing the Tianxi AI Pro version since last year, enabling enterprises to purchase and assign work versions of personal intelligent agents to employees [4][7] - The company's hybrid AI strategy, significant R&D investment, and open ecosystem are foundational for deep collaboration between personal and enterprise AI [4][7]
联想申请数据处理方法专利,支持向量数据跨数据库存储
Jin Rong Jie· 2026-01-09 06:53
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(北京)有限公司申请一项名为"数据处理方法和电子设备"的专利,公 开号CN121301402A,申请日期为2025年9月。 专利摘要显示,本申请公开了一种数据处理方法和电子设备,电子设备将第一执行数据挂载至数据写入 操作的触发区;第一执行数据为用于将写入的数据转换为向量的执行逻辑数据;响应于数据写入操作, 在将数据写入存储器的过程中,触发第一执行数据的执行,得到数据对应的向量;通过预设存储接口将 向量存储至多个向量数据库中的任意一个;预设存储接口为基于驱动层实现的、用于适配多个向量数据 库的接口。 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1747条,专利信 息5000条,此外企业还拥有行政许可238个。 作者:情报员 ...
AI“踢”进世界杯:一场技术重塑足球的“零容错”实验
Di Yi Cai Jing· 2026-01-09 06:45
一场不允许失败的AI实验。 "不做这件事,你们会牺牲掉年轻人对足球的关注。" 在瑞士的一次闭门会议上,当国际足联(FIFA)高层仍在权衡AI技术风险与赛事传统时,飞往瑞士的联想集团首席战略官和首席市场官乔健,把话题从"要 不要用AI",推向了更远的地方。 三国联合举办、首次扩充至48支球队参与、横跨16座比赛城市等因素的叠加,让2026年FIFA世界杯成为历史上尤为特别的一届。今年的比赛预计将有超过 60亿人次观众见证,决赛更将吸引20亿球迷共同观看。极限条件下的赛事复杂度和近乎为零的容错率要求,让这届"史上规模最大世界杯"成为了检验混合式 AI落地能力的超级应用场景,也为联想AI技术带来一场高压试炼。 以数据为例,国际足联主席因凡蒂诺在Tech World上提及,FIFA每年数百场比赛、成千上万名球员、无数视频素材、战术记录、社交媒体内容与历史数据, 汇聚成一个规模达到PB级别的数据海洋——相当于5000亿页文字。 在接受第一财经记者独家采访时,乔健回忆,在那次交流中,AI本身不是主角。真正被反复提及的,是一个更令FIFA焦虑的问题:年轻人的注意力正在被 重新分配。他们渴望互动、个性化和深度参与。世界杯这项 ...
史上最大规模Tech World,联想开启“混合式AI新纪元”
Tai Mei Ti A P P· 2026-01-09 06:16
现场,联想集团董事长兼CEO杨元庆与NVIDIA创始人兼CEO黄仁勋、英特尔CEO陈立武、AMD董事长 兼CEO苏姿丰、高通总裁兼CEO克里斯蒂亚诺·阿蒙(Cristiano Amon)、国际足联(FIFA)主席詹尼· 因凡蒂诺(Gianni Infantino)、微软执行副总裁约瑟夫·迈赫迪(Yusuf Mehdi)等科技巨头一同论道 AI。 联想集团认为,混合式AI将是大势所趋,是打造个性化、多样性AI,加速AI向实的必然路径。联想中 国区则作为集团混合式AI的先锋军,在个人AI和企业AI领域双线推进,取得了丰硕的实践成果。 "最终,混合式AI将推动实现技术与人携手共进、数字世界与物理世界深度融合。" 杨元庆在演讲中表示,对个人而言,它能强化人们的感知力、激发创造力,最大化释放潜能。对企业而 言,它将超越流程管理和工作流优化,赋能企业利用自身数据自主决策,蜕变为自我学习、自我重塑的 智能实体,开启AI发展新篇章。 与英伟达、AMD强强联合,共建AI基础设施 作为联想混合式AI战略的重要一环,强大的AI基础设施,是支撑起整个战略的重要底座。 2026年开年,联想就在"全球科技春晚"上玩了把大的。 CES开幕 ...
CES 2026|联想阿木透露:天禧AI不止有“个人版”未来也有“专业版”
Huan Qiu Wang· 2026-01-09 05:59
Core Viewpoint - Lenovo is developing an enterprise-focused "personal super intelligent agent" named "Tianxi AI Pro" to enhance smart collaboration from individuals to enterprises [1][4]. Group 1: Product Development - Lenovo officially launched its global personal super intelligent agent, Lenovo Qira, also known as Tianxi AI in China, during its Innovation Technology Conference [3]. - The personal AI is part of Lenovo's hybrid AI strategy, which aims to create a smart network connecting personal creativity with enterprise intelligence [3]. - The Tianxi AI can utilize personal data to provide AI services and will eventually integrate with Lenovo's enterprise-level intelligent agents to assist in work decisions [3]. Group 2: Strategic Goals - Lenovo aims to enable enterprises to purchase the Tianxi AI Pro version for employee deployment, enhancing work efficiency and external communication [4]. - The company emphasizes its three main advantages: hybrid AI strategy, substantial R&D investment, and an open ecosystem, which are foundational for deep collaboration between personal and enterprise AI [4].
一口气集齐老黄苏妈英特尔,还得是AI,还得是联想
量子位· 2026-01-09 04:09
鱼羊 发自 拉斯维加斯 量子位 | 公众号 QbitAI 豆包手机刚在2025年底掀起关于AI硬件新形态的讨论,2026新年之初,新的风向就已显现苗头—— 就在被认为将揭开新一年科技趋势的CES 2026上,一个共识正在各大厂商的行动中浮出水面: 所有的设备都会变成AI设备。 不仅是传统的手机、PC,呈现出更加智能的形态: 智能硬件新物种,呈现的方式也越来越五花八门: 甚至更深层的变化,也开始暗潮汹涌…… 比如英伟达老黄、AMD苏妈都在cue的关键词「物理AI」。 以及其背后更广泛意义上的, AI「超级入口」新竞争 。 在过去的移动互联网时代,超级App们,就是「超级入口」的代表:具有强大的流量聚集能力,连接用户与多种场景,成为用户进入数字世界 的主要通道。 历史的经验已经证明,移动互联网时代的赢家们,关键胜负手,正是通过软硬件结合和服务生态,牢牢掌握住了操作系统和应用分发的入口, 在「超级入口」竞争中跻身上游。 来到大模型时代,同样的底层逻辑正在显现。 当基础模型竞争逐渐收拢,AI领域的排位赛开始从底层技术导向,向应用层,乃至更全面更复杂的生态层延伸。 前有OpenAI、Qwen推进C端应用,后有英伟达老黄 ...
芯片巨头集体站台联想 中国机器人军团出海
Xin Lang Ke Ji· 2026-01-09 03:36
Group 1: CES Overview and Trends - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue, with CES being the most significant event [1] - CES has evolved through various technology trends over the past 15 years, including the rise of drones, smart home devices, and AI [2] - The focus of CES 2026 shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [2] Group 2: Rise of Chinese Companies - Chinese exhibitors have significantly increased in presence and quality at CES, moving from peripheral displays to central exhibition halls [3][4] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and over 1,300 Chinese companies participated in the latest CES, reaffirming their dominance as the largest foreign presence [3] - Chinese companies have transitioned from low-cost manufacturing to showcasing core technologies, with over 40% of CES 2026 Innovation Awards going to Chinese firms [4][5] Group 3: Lenovo and Hisense's Strategic Moves - Lenovo hosted its Tech World conference at the Sphere, marking a significant event for the company and showcasing its industry position [6] - The presence of major tech leaders at Lenovo's event highlighted its status as a leading consumer electronics company [6] - Lenovo became the official technology partner for the FIFA World Cup 2026 and 2027, emphasizing its commitment to global sports marketing [7][9] Group 4: Robotics and AI Developments - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability with costs reaching around $20,000 [10] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with each region adopting different strategies for ecosystem integration [11] - Chinese robotics companies are increasingly entering the global market with a focus on commercial applications, moving beyond mere technology demonstrations [12][13] Group 5: Market Dynamics and Future Outlook - The robotics industry is shifting from feasibility to long-term deployment, with Chinese firms leveraging their manufacturing capabilities for sustained operations [13][14] - Companies like UBTECH and Yush Robot are achieving significant milestones in production and government contracts, indicating a stable demand in the early market [14] - The evolution of Chinese companies from supporting roles to industry leaders reflects a broader trend of defining industry standards and enhancing brand recognition [14]