"从北京南站搭乘京津城际高铁，只需55分钟就到滨海站，真是太方便了。"大年初二，北京游客李芳第 一次乘高铁来到滨海新区，一出高铁站，就被滨海新区的美景吸引住了。"海味十足的滨海新区真是太 美了。"李芳的惊喜道出了很多游客的心声。2026年新春之际，天津滨海新区处处春潮涌动，展现着京 津冀协同发展不断走深走实的生动图景。 滨海新区 2026"向海乐活·年味滨海"活动中，市民游客与"财神爷"亲密互动，为新春佳节"破"出满满福气与好运。 贾磊摄 便捷交通助力创新协同结硕果 在滨海新区广袤的土地上，全长153公里的海岸线，像一条蓝色项链闪烁着迷人的光芒。春节前夕，这 条"蓝色项链"的旁边，新增了一条地铁线路——天津市轨道交通Z4线一期工程（北段）开通运营。这条 地铁全线建成后，将对推动滨海新区与京冀深度融合发挥重要作用。 "轨道上的京津冀"还在不断延长，京滨城际、津潍高铁正在加快推进……便捷的轨道交通助力滨海新区 与京冀创新协同结出累累硕果。 走进滨海—中关村科技园，一排排红色楼宇映入眼帘，数千家企业入驻办公，致力于"北京研发 天津转 化"。2016年12月，作为京津冀协同发展的重要抓手，滨海—中关村科技园揭牌成立。 ...

便捷交通助力创新协同结硕果 本报记者 韩梅 "从北京南站搭乘京津城际高铁，只需55分钟就到滨海站，真是太方便了。"大年初二，北京游客李芳第一次乘高铁来到滨海新区，一出高铁站，就被滨海新 区的美景吸引住了。"海味十足的滨海新区真是太美了。"李芳的惊喜道出了很多游客的心声。2026年新春之际，天津滨海新区处处春潮涌动，展现着京津冀 协同发展不断走深走实的生动图景。 滨海新区核心区现代化气息扑面而来。受访者供图 滨海新区2026"向海乐活·年味滨海"活动中，市民游客与"财神 在滨海新区广袤的土地上，全长153公里的海岸线，像一条蓝色项链闪烁着迷人的光芒。春节前夕，这条"蓝色项链"的旁边，新增了一条地铁线路——天津 市轨道交通Z4线一期工程（北段）开通运营。这条地铁全线建成后，将对推动滨海新区与京冀深度融合发挥重要作用。 爷"亲密互动，为新春佳节"破"出满满福气与好运。 贾磊摄 "轨道上的京津冀"还在不断延长，京滨城际、津潍高铁正在加快推进……便捷的轨道交通助力滨海新区与京冀创新协同结出累累硕果。 走进滨海—中关村科技园，一排排红色楼宇映入眼帘，数千家企业入驻办公，致力于"北京研发 天津转化"。2016年12月，作为 ...

随着AI叙述的不断加强，科技类指数在市场中的地位也愈发重要。恒生科技指数作为港股市场科技板块的核心标杆，汇聚了中概互联网与硬科技领域的龙 头企业，具备多重独特优势，使其成为布局中国科技资产的重要工具。 估值处于低位，安全边际充足 当前恒生科技指数的估值水平已回落至历史极低分位。截至2025年2月13，指数动态市盈率（PE-TTM）约为22.10倍，处于过去三年25%以下分位水平，较 2021年初高点时的60倍以上估值已大幅回调。市净率（PB）方面，当前约2.91倍，同样处于历史底部区域。 若剔除受外卖价格战扰动的阿里巴巴、美团、京东三家平台型企业，恒生科技核心成分股增长质量更为突出——2025年收入同比增长13.6%，Non-GAAP净 利润增速进一步提升至21.7%，盈利修复动能强劲。 图：恒生科技指数市盈率 数据来源：Wind 截至：2026.2.13 横向对比来看，恒生科技指数估值显著低于纳斯达克100指数（约34倍PE）及国内创业板指（约40倍以上PE），在全球主要科技指数中具备明显的估值折 价。这种深度回调已较为充分地反映了前期监管收紧、地缘及宏观经济增长放缓等多重悲观预期，为后续估值修复预留了充足 ...

Group 1: Company Developments - Lenovo Holdings completed an increase in its stake in Lenovo Group, acquiring approximately 115 million shares for about HKD 1.125 billion, raising its total ownership to 32.34% [1] - Lenovo Group launched its "Smarter AI for all" strategy at the CES 2026, introducing AI servers and the Lenovo Qira personal intelligent agent, with AI business revenue accounting for 30% [1] - Lenovo Group reported a 15% year-on-year revenue growth and a 25% increase in net profit for the second quarter of the 2025/26 fiscal year, achieving record highs [1] Group 2: Industry Environment - The Hong Kong Securities and Futures Commission has mandated a comprehensive review of the listing application process, affecting 70% of active projects, which may impose stricter scrutiny on Lenovo Holdings for any future capital operations [1] - Rising upstream chip costs and US-China trade tensions may pressure Lenovo Group's profits, necessitating attention to Lenovo Holdings' risk management strategies regarding its subsidiaries [2] - Lenovo Holdings has not announced any special dividend or buyback plans recently, but the upcoming annual report may reveal new capital allocation strategies [2]

Core Insights - Lenovo Motorola has shown strong performance in overseas markets, with a revenue growth of 10.7% year-on-year, ranking 4th in global smartphone revenue outside of China and 5th in shipment volume [1] - The global smartphone market revenue outside of China reached $132.5 billion in Q4 2025, reflecting an 11.1% year-on-year growth, surpassing IDC's previous forecast of 7.4% [1] - Lenovo Motorola achieved a revenue of $4.2 billion in this market, holding a 3.2% market share, tying with OPPO and surpassing Google and vivo [1] Revenue and Shipment Performance - The global smartphone shipment volume outside of China reached 261.2 million units, with a year-on-year increase of 3.3% [1] - Lenovo Motorola's shipment volume was 16.4 million units, growing by 8.6%, and its market share increased to 6.3%, moving up 2 positions to 5th [1] - In the global market, Lenovo Motorola's shipment volume reached 16.76 million units, with a year-on-year growth of 9.4%, maintaining an 8th position with a 5.0% market share [1] Regional Performance - North America and Latin America are key growth drivers for Lenovo Motorola, with the U.S. market revenue increasing by 12.4% and holding a 3.4% market share [2] - Latin America saw a revenue growth of 13.2%, with Brazil holding a 20.8% market share and Mexico experiencing a revenue increase of 48.9% [2] - The European market also performed well, with a revenue growth of 13.9% and a market share of 1.9% [2] Strategic Insights - Lenovo Motorola's strong growth is attributed to a clear market strategy, leveraging Lenovo's global supply chain and operational channels to penetrate the mid-to-low-end markets [2] - The Moto G series has become a key volume driver, while the moto razr series has captured significant market share in the global foldable market, enhancing brand premium [2] - The global smartphone market is gradually recovering, with high-end and AI features becoming core growth points, positioning Lenovo Motorola for continued growth in 2026 [2]

据香港交易所披露，摩根大通对联想集团有限公司的多头持仓比例于2026年2月16日从6.7%增至 6.76%。 来源：滚动播报 ...

Core Insights - The article highlights the significant presence and contributions of Chinese companies at the Milan Winter Olympics, showcasing their impact across various sectors from athlete support to broadcasting technology [1][4][7]. Group 1: Athlete Experience and Engagement - The introduction of an AI-powered badge exchange station by Alibaba enhances the traditional badge swapping experience for athletes, combining technology with cultural practices [2]. - Athletes can instantly connect with family and friends post-competition through TCL technology, enhancing emotional engagement during the event [2][4]. - The use of 15 FPV drones for broadcasting provides immersive viewing experiences, allowing audiences to appreciate the dynamics of the competitions [3][4]. Group 2: Broadcasting and Technology - The integration of advanced technologies like "bullet time" and "time slice" effects revolutionizes the viewing experience, allowing for real-time analysis and enhanced visual appeal [4]. - Alibaba's AI technology significantly reduces the time required for post-production, enabling live generation of high-quality replays, which improves operational efficiency for broadcasters [4]. Group 3: Transportation and Logistics - The transportation logistics for the Winter Olympics are supported by 68 electric buses from Yutong, designed for optimal performance in cold conditions, ensuring efficient movement across the widely dispersed venues [5][6]. - These buses will continue to serve the local public transport system post-Olympics, contributing to sustainable urban mobility [6]. Group 4: Brand Presence and Influence - Chinese brands have a prominent presence at the opening ceremony, with a significant number of national teams wearing outfits from Chinese companies, reflecting the growing global influence of Chinese manufacturing [7]. - The participation of Chinese companies in various roles at the Olympics demonstrates a shift from mere production to innovation and quality, enhancing the global perception of "Made in China" [7].

Core Viewpoint - NVIDIA is set to unveil a groundbreaking new chip at the GTC 2026 conference, which is expected to further solidify its leadership in AI infrastructure [1][3]. Group 1: Upcoming Events and Innovations - The GTC 2026 conference will take place from March 16 to 19 in San Jose, California, focusing on the new era of AI infrastructure competition [1]. - NVIDIA's CEO Jensen Huang hinted at multiple new chips that will push current physical limits, with speculation that one of them may be based on the Rubin architecture [3]. Group 2: NVIDIA Rubin Platform - The NVIDIA Rubin platform, launched on January 5, consists of six new chips designed for building advanced AI supercomputers, setting a new benchmark for cost-effective deployment and operation of large-scale AI systems [5]. - The Rubin platform introduces five innovative technologies, including next-generation NVIDIA NVLink, Transformer engines, confidential computing, RAS engines, and NVIDIA Vera CPUs, which significantly reduce the GPU count needed for training MoE models [5]. Group 3: Industry Partnerships and Collaborations - Major tech leaders, including OpenAI and Microsoft, have endorsed the Rubin platform, emphasizing its role in enhancing AI capabilities and efficiency [6][7]. - Meta has announced a long-term partnership with NVIDIA, planning to deploy millions of NVIDIA chips in its data centers, marking a significant step in challenging the dominance of traditional x86 architectures [12]. Group 4: Market Trends and Financial Insights - Despite the increasing capital expenditures by major tech companies in AI infrastructure, NVIDIA's stock price has remained relatively stagnant, with a decline of 6.49% since its peak in October 2025 [10][11]. - A report from Huafu Securities indicates that the narrative of "selling shovels upstream" in the AI industry is still ongoing, with projected capital expenditures for major Chinese and American tech giants reaching $404.49 billion in 2026, an 18% year-over-year increase [12][13].

本文源自：市场资讯 作者：情报员 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、装置及电子设备"的专 利，公开号CN121541966A，申请日期为2025年11月。 专利摘要显示，本申请公开了一种数据处理方法、装置及电子设备，所述方法包括：响应于目标应用程 序的启动，获得电子设备针对所述目标应用程序所构建的运行场景信息；获得所述电子设备所能够提供 的工具集；基于所述运行场景信息、所述工具集以及目标模型确定目标工具集，所述目标工具集包括至 少一个工具程序，所述至少一个工具程序属于所述工具集；显示包括所述目标工具集的交互界面，其 中，所述目标工具集包括如下至少一种：基于工具程序，处理所述目标应用程序的内容数据；基于工具 程序，优化所述电子设备针对所述目标应用程序所构建的运行场景与性能相关的参数。 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1741条，专利信 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or company Core Insights - Lenovo's ThinkStation P8 is positioned as the preferred workstation for global game developers, emphasizing its capabilities in creating characters, props, and environments, as well as performance capture and programming [2] - The ThinkStation P8 offers significant future-proofing with PCIe Gen 5 support, allowing for upgrades and flexibility in hardware [3] - The workstation is customizable to meet various production needs, featuring CPU options ranging from 12-core 4.7GHz to 96-core 2.5GHz processors, and GPU options including NVIDIA RTX professional-grade graphics [4] Summary by Sections - **Recommended Configuration for Asset Creation and Motion Capture**: - Operating System: Windows 11 Pro - CPU: AMD Threadripper PRO 7955WX (16-core @ 4.5GHz) - GPU: NVIDIA RTX 5000 Ada, GeForce RTX 4080 - Memory: 128GB - Storage: 1TB M.2 PCIe NVMe SSD and 2TB M.2 PCIe NVMe SSD [5] - **Recommended Configuration for Programming**: - Operating System: Windows 11 Pro - CPU: AMD Threadripper PRO 7965WX (24-core @ 4.2GHz) - GPU: NVIDIA RTX 4000 Ada - Memory: 256GB - Storage: 1TB M.2 PCIe NVMe SSD and 2TB M.2 PCIe NVMe SSD [5] - **Recommended Configuration for Character Body and Facial Capture**: - Operating System: Windows 11 Pro - CPU: AMD Threadripper PRO 7975WX (32-core @ 4GHz) - GPU: NVIDIA RTX 6000 Ada - Memory: 256GB - Storage: 1TB M.2 PCIe NVMe SSD and 2TB M.2 PCIe NVMe SSD [6] - **Recommended Configuration for Game Building**: - Operating System: Windows 11 Pro - CPU: AMD Threadripper PRO 7995WX (96-core @ 2.5GHz) - GPU: NVIDIA RTX 4000 Ada - Memory: 512GB - Storage: 1TB M.2 PCIe NVMe SSD and 2TB M.2 PCIe NVMe SSD [6] - **Recommended Monitors**: - ThinkVision P32pz-30 and ThinkVision P27pz-30, featuring 32-inch or 27-inch 4K mini-LED near-borderless displays with 99% Adobe RGB color gamut [8] - **Company Overview**: - Lenovo is a global technology giant with $62 billion in revenue, ranked 217th in the Fortune Global 500, employing 77,000 people across 180 markets, and focusing on providing smarter technology for everyone [8]