本报讯(记者贾丽)5月16日，以"换moto换我上场、换moto换我出彩、换moto换我折服、换moto换AI自 由"为代表的多组时尚宣言重磅亮相北京、上海、成都等城市潮流打卡地和全国核心城市的机场大屏。 联想集团有限公司(以下简称"联想")旗下摩托罗拉(moto)手机在品牌上持续升级，以年轻态度的新潮个 性标语，登录多地地标级商圈和机场，构筑沉浸式品牌空间。 据了解，联想moto razr60Ultra AI元启版作为首发搭载高通骁龙8至尊版的小折叠手机，为L3系统级AI带 来强劲算力支持，其内置天禧个人超级智能体，实现全局伴随，全新的AI合影功能，也可以智能识别 画面中的人物状态。 今年3月份，联想moto宣布旗下三款手机正式在中国市场开售。此次事件标志着摩托罗拉正式回归中国 手机市场。 联想移动业务集团总裁刘军在现场表示，摩托罗拉将致力于提供全面支持运营商的产品，并确保为用户 带来原生的Android系统体验。他同时透露，今年上半年，摩托罗拉将把其独特的个性化制造服务引入 中国，以满足中国用户的个性化需求。 联想moto手机在国内外市场端均取得显著成效。根据权威机构IDC数据显示，联想moto在国内市场 ...

Group 1 - The core viewpoint of the articles highlights Saudi Arabia's ambition to become a leader in the AI sector, driven by its sovereign wealth fund PIF and significant investments in technology infrastructure [1][2][4] - Saudi Arabia aims to enter the top 15 global AI markets by 2030, with a projected AI market size of approximately $34.18 billion by 2030, growing at a compound annual growth rate (CAGR) of 29.55% [2] - The PIF is strategically positioning itself in the AI industry by controlling platforms like Humain for technology development and Alat for local manufacturing, creating a comprehensive AI industry chain [2][5] Group 2 - Lenovo has signed a $2 billion strategic cooperation agreement with Alat to establish a manufacturing base in Saudi Arabia, which will produce millions of PCs and servers annually, aligning with the timeline of Humain's data center delivery [3][4] - The local manufacturing advantage allows Lenovo to meet Saudi government procurement requirements for domestically produced hardware, positioning it as the only company in the Middle East with large-scale server production capabilities [4] - Lenovo's collaboration with both Nvidia and AMD, along with its partnership with Alat, enables it to integrate advanced chips into its servers, which is crucial for fulfilling the demands of the Saudi AI strategy [4][6] Group 3 - The partnership between PIF and Lenovo exemplifies a new model for Chinese tech companies to penetrate foreign markets by embedding manufacturing capabilities into host countries' strategic industries [6] - As Saudi Arabia's AI infrastructure is expected to enter a growth phase from 2026 to 2030, Lenovo's early investments may lead to significant revenue growth, with the Middle East and Africa IT services market projected to reach $38 billion by 2027 [6]

竞争激烈的中国家电&手机江湖，牌桌上的玩家们在坚守大本营之外，皆不约而同踏上了出海之路，而东亚的日本，成了它们"抢滩登陆"的第一站！ 这里不光有美的、海尔、海信、TCL等传统家电巨头，还有跨界科技巨头联想、小米和OPPO，它们究竟能从日本本土消费电子列强口中，抢到多少肉？ 出海外卷—破局最优解！ 作为离中国最近的东亚发达国家，日本一直以来都是中国科技&家电巨头们的兵家必争之地，早年间通过一系列收并购，中国多个家电巨头拿到了日本市 场的入场券； 而2019年日本《电器通信事业法》的修订，也为小米、OPPO、联想等中国手机&PC品牌提供了公平的竞争环境，坚定了它们加码投资的信心。 中国家电吃下日本半壁江山 5月14日，日经中文网报道，中国最大的智能手机企业小米在埼玉县的两个地方开设了日本首批实体店，中国第三大手机企业欧珀（OPPO）则推出了无 内置调谐器（电视信号接收器）的液晶智能电视。 释放的讯号不可谓不明显，一边是小米和OPPO这些已在日本运营多年的中国科技品牌进一步扩大业务版图，一边是像OPPO这种国内聚焦手机&IoT产品 的科技品牌也开始在日本市场开辟了新的黑电业务； 实际上，稍早前的3月下旬，东京电视台 ...

中国制造的本质是 "世界制造在中国" 以中国为支点、以世界为舞台的大循环，是充满希望的经济地图。 点击上图▲立即报名 2025年6月19日—6月20日，相约"生而全球·共融共建"第二届出海全球峰会， 1500+企业出海掌舵人再聚狮城，与吴晓波、王辉耀、秦朔、津上俊哉、林雪萍、黄 兆华等嘉宾，共 同探索中企出海从"产能迁徙"到"文明共生"的新路径。 【点击马上 报名】 在峰会正式召开前，我们将陆续梳理与会嘉宾关于中国企业出海大潮的精彩观点，一 起提前感受嘉宾们的智慧交锋。 文 / 巴九灵（微信公众号： 吴晓波频道） "在商言商，就是为国争光；出海，就是为国添彩。"这是人文观察家秦朔老师反复提及的想象空间。 过去三十年，秦朔老师一直在观察中国经济的演变进程，并深刻认识到，这一轮中国企业出海的本质，就是全球供应链的多元化和中国新能力的全 球化。 他认为，未来中国经济有两大战略机遇：在中国之内，让"世界工厂"成为"世界市场和创新场"；在中国之外，到全世界建工厂、建市场、建设施、 搞服务，再造一个"中国"。 首届出海全球峰会秦朔老师演讲现场图 在今年的出海全球峰会上，秦朔老师将继续带来 《从"中国制造"到"中国创造全球 ...

Group 1 - Nvidia and AMD have signed a $15 billion cooperation agreement with Saudi Arabia's Public Investment Fund (PIF) and its AI company Humain to build AI infrastructure over the next five years, including 500 MW of capacity and 18,000 nodes of high-performance computing clusters [1] - Humain, a wholly-owned subsidiary of PIF, aims to establish a 1.9 GW data center by 2030, which is 1.5 times the total capacity of AWS's available zones [3] - The partnership with Nvidia and AMD is part of Saudi Arabia's Vision 2030 strategy, which involves an annual investment of $30 billion to drive economic transformation, with AI seen as a key component [3] Group 2 - Lenovo has established a $2 billion strategic cooperation with PIF's subsidiary Alat to build a sustainable manufacturing base in Saudi Arabia, which will produce millions of PCs and servers annually [4][9] - The collaboration between Lenovo and Alat will enhance the local supply chain and leverage Saudi Arabia's low renewable energy costs to create a zero-carbon computing network [5] - Lenovo's new factory in Riyadh is expected to be operational by 2026, coinciding with the launch of Saudi's AI infrastructure, positioning Lenovo as a key player in the region [10][11] Group 3 - Humain plans to launch a 100 billion parameter Arabic language model, ALLaM, by 2026, which will include Islamic cultural texts and oil industry knowledge, aiming to break the English dominance in AI content generation [4] - The integration of capital, technology, and manufacturing through PIF's investments in AI companies like Humain and Alat reflects a comprehensive strategy for Saudi Arabia's AI industry [5][11] - The collaboration between Lenovo, Nvidia, and AMD indicates that Saudi Arabia's AI strategy will play a crucial role in the global technology industry restructuring [11]

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Processing Method and Electronic Device," with publication number CN119961695A, and the application date is January 2025 [1] - The patent abstract reveals a processing method that involves segmenting multiple first information segments with different semantic attributes from the current input of a target model [1] - The method also includes determining at least one candidate historical input from historical stored data and extracting multiple second information segments with different semantic attributes from the corresponding prompt information [1] Group 2 - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 565 million Hong Kong dollars and has invested in 106 enterprises [2] - Lenovo (Beijing) has participated in 5,000 bidding projects and holds 1,724 trademark information and 5,000 patent information, along with 237 administrative licenses [2]

Group 1 - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "On-chip System, Electronic Device and Data Processing Method," with publication number CN119961209A, filed on January 2025 [1] - The patent describes an on-chip system designed for electronic devices, which includes a control processor that manages the system's functions based on interaction instructions from external components [1] - The control processor consists of a digital signal processing module for handling audio and image signals, a neural network processor for accelerating neural network inference calculations, and both static and dynamic random access memory for data storage and access [1] Group 2 - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 565 million Hong Kong dollars and has invested in 106 enterprises, participated in 5,000 bidding projects, and holds 1,724 trademark records and 5,000 patent records [2] - Additionally, Lenovo (Beijing) Co., Ltd. possesses 237 administrative licenses [2]

Market Overview - On May 12, both A-share and Hong Kong markets experienced a significant rebound, with the Shanghai Composite Index rising nearly 1% and the ChiNext Index increasing over 2% [1][2] - The total trading volume in the A-share market reached 1.34 trillion yuan, marking an increase of 118.5 billion yuan from the previous trading day [2] - The Hong Kong market also saw a substantial increase, with the Hang Seng Index rising nearly 3% and the Hang Seng Technology Index up over 5% [1][3] Sector Performance - In the A-share market, sectors such as military industry, Apple supply chain, and robotics showed strong performance, with the defense industry leading with a 4.80% increase [2][4] - Notable stocks in the defense sector included AVIC Chengfei, Morningstar Aviation, and Aerospace South Lake, all reaching the daily limit of 20% increase [2] - In the Hong Kong market, non-essential consumer goods, industrials, and information technology sectors were among the top performers [3] Fund Flow - On May 12, net inflow of main funds in the A-share market exceeded 13 billion yuan, with 2,400 stocks experiencing net inflows [3][4] - The top sectors for net inflow included electric power equipment, defense industry, and electronics, with inflows of 2.998 billion yuan, 2.673 billion yuan, and 2.550 billion yuan respectively [4] - In the Hong Kong market, companies actively repurchased shares, with a total repurchase amount exceeding 2.7 billion Hong Kong dollars in May [3][4] Valuation and Investment Outlook - The rolling P/E ratio for the entire A-share market was reported at 19.10 times, while the Hang Seng Index stood at 10.25 times, indicating attractive valuations for both markets [4] - Analysts express optimism about the potential for gradual upward movement in the A-share market amid a stabilizing environment, with a focus on sectors like AI applications, innovative pharmaceuticals, and new consumption [5][6] - The Hong Kong market is expected to benefit from recent monetary easing policies, with analysts suggesting a focus on consumer and technology sectors, as well as high dividend yield sectors [6]

而在 GPU 部分，SS1101 搭载的是 Arm 的 "Mali-G720-Immortalis"，在 Arm 的现行官 方正式命名中 "Mali" 和 "Immortalis" 不应一道出现，因此只能确认该 GPU 属于 "G720" 世代，大致规模范围和是否支持光追暂无法判断。 在芯片制造方面，另一位泄密者 Olrak 暗示了台积电的 5nm 工艺，而不是中芯国际或三星。 值得一提的是，美国芯片管制暂时并未对小米、联想等企业造成影响，目前这两家公司都还是 可以通过台积电的渠道进行芯片代工生产的。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 近日，联想发布了 YOGA Pad Pro 14.5 AI 元启版平板电脑，除了常规的配置之外，该机还 有一个隐藏的重磅配置——首发国产首款5nm自研SoC。 根据B站 UP 主极乐计划 在联想发布会现场的实拍，该平板电脑的设备信息一栏显示其搭载 了一颗名为 SS1101 的处理器，是一款此前从未见过的SoC。 SS1101 在 CPU 部分采用了 64 位的 10 核心 Arm v8 架构，频率至高 ...

过去一个多月内，悬而未决的中美关税谈判终于落地。 今日下午3点，《中美日内瓦经贸会谈联合声明》（以下简称《联合声明》）正式公布，中美双方宣布大幅降低双边关税水平，相关内容被市场广 泛认为超出预期。 《联合声明》发布时A股刚收市，港股市场反响积极，应声拉升。截至下午4点收盘，恒生指数、恒生科技指数分别大涨2.98%、5.16%。面对突如 其来的"意外之喜"，各大券商研究所今日晚间纷纷进行加班解读。 中美关税谈判超预期落地 《联合声明》今日下午一经公布便引发广泛关注。商务部新闻发言人就此发表谈话指出，"本次中美经贸高层会谈取得实质性进展，大幅降低双边 关税水平，美方取消了共计91%的加征关税，中方相应取消了91%的反制关税；美方暂停实施24%的'对等关税'，中方也相应暂停实施24%的反制关 税。这一举措符合两国生产者和消费者的期待，也符合两国利益和世界共同利益。" 每经记者｜王海慜 每经编辑｜彭水萍 一些密切关注此次关税谈判的券商分析师也深有感触。看到《联合声明》后，某券商研究所所长激动地表示，"我觉得我已经是够乐观的了，没想 到会大超预期。" "我们在4月7日坚决看多，并不依赖外部假设。今日，中美协议的积极变化 ...