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AI PC+智能体+智算平台形成协同效应! 海通国际:联想已打开长期增长空间
Zhi Tong Cai Jing·2025-08-29 03:46

Core Insights - Lenovo Group showcased its latest advancements in AIPC and AI intelligent matrix during the 2025 Innovation Open Day, focusing on AIPC strategy and multi-dimensional products for consumer, enterprise, and industry applications [1] Group 1: AI Strategy and Applications - Lenovo has developed a complete AI application matrix with "Tianxi Personal Super Intelligent Agent" and "Lexiang Enterprise Super Intelligent Agent," targeting both personal and enterprise scenarios [2] - The Tianxi agent enhances efficiency in learning, work, and life through capabilities like multi-modal perception and cognitive decision-making, while the Lexiang agent automates tasks and improves client management in enterprises [2] Group 2: AI PC Matrix - Lenovo's AI PC matrix spans high-performance to entry-level products, creating a comprehensive commercial AI PC system with local heterogeneous computing power [3] - High-performance dGPU models cater to complex AI tasks, while higher-end NPU models serve mainstream government and enterprise applications, and entry-level NPU models ensure affordability and accessibility [3] Group 3: AI Integration in Mobile Devices - The Moto smartphone series integrates AI capabilities, featuring the Tianxi personal super intelligent agent for various applications, enhancing user interaction [4] - The Razr 60 series employs a foldable design and AI imaging features, while the Edge 60 targets younger consumers, expanding Lenovo's AI application scenarios in the consumer market [4] Group 4: Technological Advancements - Lenovo introduced the Wanquan Heterogeneous Intelligent Computing Platform 3.0, optimizing the training, inference, and application of large models for improved efficiency [5] - Key improvements include enhanced training cost efficiency, increased utilization rates from 80% to 95%, and significant performance boosts in AI inference algorithms [5] Group 5: Hardware Evolution - Lenovo's liquid cooling technology has evolved over 13 years, achieving a heat recovery rate improvement from ~85% to ~97%, and aims for over 180kW per cabinet by 2025 [5] - This technology supports high-power AI training, addressing the energy demands of AI workloads effectively [5]