电子行业快评报告：联想创新科技大会召开，AI应用渐入佳境

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [8]. Core Insights - The Lenovo Innovation Technology Conference 2024 showcased advancements in AI applications, with major industry players presenting various AI products and applications [1]. - Lenovo is collaborating with Intel and Microsoft to innovate and iterate on AIPC products, including the launch of the Aura Edition PC, which features intelligent performance adjustments based on user behavior and AI functionalities [2]. - AI applications are expanding across multiple sectors, including PCs, smartphones, XR, and autonomous driving, with Lenovo introducing AI Now for PCs and Moto AI for smartphones, enhancing user experience through natural language understanding and various applications [2]. Summary by Sections Industry Collaboration - Lenovo's partnerships with Intel and Microsoft aim to enhance AIPC products, with Intel and Lenovo launching the Aura Edition PC and Microsoft developing Copilot+PC to improve user experience [2]. - The formation of the x86 ecosystem advisory group by Intel and AMD is intended to streamline software development and ensure interoperability among different systems [2]. AI Application Expansion - In the PC sector, Lenovo has launched AI Now, which offers text and image generation capabilities [2]. - The smartphone sector sees the introduction of Moto AI, which learns user behavior to perform tasks in various applications [2]. - In XR, Lenovo collaborates with Meta to develop next-generation XR products [2]. - For autonomous driving, Lenovo is working with NVIDIA on AI computing platforms for advanced driving solutions [2]. Investment Recommendations - The acceleration of AIPC product releases and the widespread adoption of AI applications are expected to drive demand for upgrades across the industry chain. It is recommended to focus on companies involved in AIPC, computing chips, storage, and application sectors, as well as leading component manufacturers entering the global PC supply chain [3].