Zhi Tong Cai Jing·2026-01-23 06:51Core Viewpoint - Lenovo Group (00992) has seen a nearly 3% increase in stock price, currently at 8.85 HKD, with a trading volume of 472 million HKD, following the announcement of a deeper collaboration with NVIDIA in the artificial intelligence infrastructure sector [1] Group 1: Partnership and Product Launch - Lenovo and NVIDIA announced the launch of the "Lenovo AI Cloud Super Factory" during the 11th Tech World Conference, aiming to enhance AI cloud services [1] - Lenovo China introduced the "Lenovo AI Factory" solution, designed to transform traditional data centers into efficient AI factories, facilitating the application of full-stack AI technology in China [1] - Jensen Huang stated that Lenovo has built a majority of the world's supercomputers, indicating that this collaboration could accelerate the deployment of AI cloud services [1] Group 2: Market Outlook and Strategic Developments - Huatai Securities believes that Lenovo's partnerships with NVIDIA and AMD to launch a series of data center products will lay the groundwork for accelerated growth in the ISG segment by 2026 [1] - In the consumer segment, Lenovo launched the overseas version of its personal AI super-intelligent device, Lenovo Qira, marking a comprehensive closure of its AI strategy from hardware to software ecosystem [1] - The firm anticipates that Lenovo will continue to benefit from the global upgrade of the AI software and hardware ecosystem, with a positive long-term outlook on the potential expansion of business cooperation with NVIDIA [1]