人工智能终端

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联想(00992.HK)阿木:开放创新,联想阿木在WAIC 2025公布多项AI终端原生技术创新开启AI人机交互新纪元
Xin Lang Cai Jing· 2025-07-26 13:03
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) commenced in Shanghai, highlighting the evolution of AI terminals as the third generational upgrade in the terminal industry, with personal super intelligent agents becoming the native human-machine interaction system [1][3] - Lenovo is leading the AI terminal market with its "one body, multiple ends" strategy, having launched the world's first AI PC and the first personal super intelligent agent, Tianxi, which integrates across various devices [3][4] Industry Developments - The AI terminal industry is undergoing significant transformation, moving from "functional terminals" and "internet terminals" to "AI terminals," which create a "silicon-based avatar" for users [4][5] - Key transformations in AI terminals include upgrades in interaction methods and innovations in computing architecture, with personal super intelligent agents offering proactive services through multimodal interaction and autonomous planning [4][5] Company Innovations - Lenovo's AI terminal strategy encompasses the Tianxi personal super intelligent agent, which serves as the "AI brain" for devices, and includes AI PCs, AI smartphones, AI tablets, and AIoT devices [4][7] - The Tianxi agent features four core capabilities: perception, cognition, execution, and security, operating in a seamless end-cloud integration [5][7] - Lenovo has defined five core characteristics for its AI PCs, which now account for over 20% of its total laptop sales, with a user net promoter score (NPS) exceeding 40 [7][8] Ecosystem Development - Lenovo is focused on building a prosperous AI terminal ecosystem, having established three main ecological systems: intelligent agents, models, and terminal systems, with over 2,000 developers participating in the Tianxi AI space [8][10] - The company emphasizes open collaboration and innovation to enhance the global competitiveness of China's AI terminal industry, advocating for cross-brand interoperability and innovative user experiences [10][11]
总规模50亿,深圳福田联手荣耀搞了只AI终端基金
Sou Hu Cai Jing· 2025-06-13 06:10
Core Insights - The establishment of the Shenzhen Artificial Intelligence Terminal Industry Private Equity Investment Fund, with a total scale of 50 billion and an initial scale of 20 billion, marks a significant step in Shenzhen's ambition to become the "AI Terminal First City" [3][4][5]. Fund Details - The fund is co-funded by Honor Terminal Co., Ltd., Shenzhen Guidance Fund, Shenzhen Futian Guidance Fund, and Shenzhen Hongtu Venture Capital Co., Ltd., with Shenzhen Capital Group acting as the manager [3][4]. - Major contributors include Shenzhen Guidance Fund (5.6 billion), Honor Terminal (3 billion), Futian Guidance Fund (2.4 billion), and Shenzhen Capital Group's Hongtu Venture (2 billion) [4]. Strategic Importance - The fund represents a strategic collaboration between Shenzhen's state-owned assets and Honor, aligning with both parties' goals in the AI terminal sector [5][7]. - The AI terminal industry encompasses a wide range of devices integrated with AI technology, such as smartphones, smartwatches, AI glasses, and AI robots [5]. Industry Growth Projections - Shenzhen's AI terminal industry is projected to exceed 800 billion by 2026, with potential to surpass 1 trillion [5]. - The city has actively promoted the development of the AI terminal industry through various initiatives, including the "Shenzhen Action Plan for Accelerating AI Terminal Industry Development (2025-2026)" [5][8]. Honor's Role - Honor is positioned as a key player in Shenzhen's AI terminal industry, transitioning from a smartphone manufacturer to a leading AI terminal ecosystem company [6][7]. - The company plans to integrate over 100 hardware categories and activate over 10 million ecosystem devices this year, with a long-term goal of 1,000 hardware categories and 40 million devices by 2027 [6]. Shenzhen's Competitive Advantage - Shenzhen's robust economic environment, comprehensive industrial support, and strong capabilities in AI technology make it an ideal location for developing the AI terminal industry [10][12]. - The city is home to over 2,600 AI-related enterprises and has a significant share of the national electronic information industry [10]. Policy Support - The Shenzhen government has introduced various policies to support the AI terminal industry, including funding for technology projects and initiatives to enhance the ecosystem [8][14]. - The Futian District has been proactive in establishing itself as a hub for AI applications, with multiple policy documents aimed at fostering high-quality development in the AI sector [14][15].
公募基金四季报密集披露,张坤、傅鹏博、李晓星等顶流基金经理都重仓这个方向!
市值风云· 2025-01-23 11:39
作者 | RAYYYY 编辑 | 小白 随着公募基金2024年四季报进入密集披露期,顶流基金经理的调仓路径和投资思路也浮出水面。 Choice数据显示,四季报期间,上证指数上涨0.4%,沪深300指数下跌2.1%,创业板指数下跌1.5%, 恒生指数下跌5.1%,恒生中国企业指数下跌2.9%。 在四季度,股市整体呈现抗压态势,多头与空头交锋激烈,振幅较大,以上证指数为例,整体振幅高 达15.6%。 (来源:Choice数据) 因此风云君认为本次四季报中的业绩展示和调仓路径更能展示基金经理们的抗压能力及盈利思路,也 是其综合能力的体现。 接下来将对张坤、傅鹏博、李晓星等顶流基金经理的四季报进行研究。 管理规模继续缩水。 张坤:尝试在新领域中捕获盈利 1月21日,顶流基金经理张坤掌管的易方达蓝筹精选混合(005827.OF)、易方达优质企业三年持有 (009342.OF)、易方达优质精选混合(QDII)(110011.OF)、易方达亚洲精选股票(QDII)(118 001.OF)四只基金披露了2024年四季报。 从基金收益看,张坤掌管的4只基金在2024年四季度没有实现正收益,基金份额净值增长率从-6.6% 到-9 ...