联想刘军：联想AI PC累计销量已突破100万台 金十数据5月8日讯，联想集团高级副总裁、中国区总裁刘军今日在2025联想中国合作伙伴大会上透露， 联想AI PC累计销量已突破100万台；服务器收入年比年增长172%，闯回第一阵营。 ...

Group 1 - The annual general meeting of JLT Mobile Computers AB was held on May 7, 2025, where key decisions were made regarding the company's financial statements and dividend distribution [1] - The board members and the CEO were granted discharge for the management of the company for the year 2024 [2] - The board will consist of six members without deputies, with the re-election of five members and the election of one new member, Tommy Svensson [3] Group 2 - The total board remuneration was set at 700,000 SEK, with the chairman receiving 200,000 SEK and other members receiving 100,000 SEK each [4] - A nomination committee consisting of three members will be established, with one member appointed by each of the three largest shareholders [5] - The board was authorized to decide on a new issue of up to 2,871,200 shares, representing 10% of the company's shares as of the date of the annual meeting [6] Group 3 - JLT Mobile Computers is a leading developer and supplier of rugged mobile computing devices, with 30 years of experience in the industry [8] - The company operates globally from offices in Sweden, France, and the US, supported by a network of sales partners [8] - JLT has been listed on the Nasdaq First North Growth Market since 2002 under the symbol JLT [8]

"全球化大趋势不会发生根本性改变，但同时企业也需要适应现在世界上出现的新挑战、新要求。"5月7 日，联想集团董事长兼CEO杨元庆在接受南都湾财社记者等媒体采访时表示，企业未来的全球化要结合 稳定来发展，能整合全球优质资源的企业更具竞争力，而非局限于单一市场和资源的企业。 今年3月时，在联想集团2025/26财年誓师大会上杨元庆表示，联想将第五次创业，这也是联想的"创业 5.0"时代。杨元庆透露，未来十年，联想的战略等方面的资源都围绕人工智能这一主题来展开。联想将 聚焦于混合式人工智能。 5月7日，杨元庆宣布推出"超级智能体"技术，杨元庆表示超级智能体是提高生活质量和生产力水平的下 一个引爆点，超级智能体是初代智能体的下一个阶段。 第三，自主与演进，它结合用户意图和先验的知识，将复杂任务能够分解为子任务，并派发给相应的领 域智能体，然后自主地编排执行顺序、规划这些步骤，基于智能体互联协议来调用跨生态的工具来主动 执行任务，并且通过自我学习来不断地演进和升级。 此外对于近期大众关注的安全问题，联想针对AI换脸的恶意攻击，联想将推出"深度伪造检测"防诈技 术，实时发现AI换脸风险。该技术也将作为重点安全能力之一，集 ...

Group 1 - Lenovo officially launched a comprehensive super intelligent matrix at the Tech World 2025 conference, which includes personal, enterprise, and city super intelligent agents, along with a new generation of inference acceleration engines [1] - The exponential growth of edge AI is driven by a dual spiral of computing power and model capability, as explained by Lenovo's CEO Yang Yuanqing [1] - The inference acceleration engine, developed in collaboration with Tsinghua University and Wuneng Chip, addresses industry pain points related to model lightweighting and inference efficiency [1] Group 2 - The core foundation of the enterprise super intelligent agent is based on a computing power support system, utilizing a hybrid computing infrastructure built on a "edge-cloud-network" four-layer architecture [2] - This architecture supports data collection, storage, and processing, enabling the training of enterprise AI models and their deployment on edge devices or terminal hardware for distributed inference [2] - Lenovo's first enterprise super intelligent agent, "Lenovo Lexiang," integrates comprehensive business data and knowledge assets, achieving intelligent solutions across the entire supply chain to marketing [2]

Core Insights - JLT Mobile Computers reported a recovery in demand during the first quarter of 2025, with significant order intake and improved financial performance compared to previous quarters [8]. Financial Performance - Order intake reached 59.7 million SEK, a substantial increase from 33.7 million SEK in the same period last year [8]. - Net sales were recorded at 36.0 million SEK, slightly down from 37.7 million SEK [8]. - Operating profit improved to 0.9 million SEK, up from 0.8 million SEK in the previous year [8]. - Profit after taxes increased to 0.7 million SEK, compared to 0.5 million SEK last year [8]. - Positive cash flow of 2.0 million SEK was reported, a significant improvement from a negative cash flow of -1.7 million SEK in the previous year [8]. Market Dynamics - The company secured several major deals, including a significant order from a leading US food producer worth 22 million SEK, contributing to the high order intake [8]. - More than two-thirds of sales during the quarter were made to US customers in USD, although the weaker USD negatively impacted the gross margin, which fell to 38% from 44% [8]. Inventory Management - JLT continued to reduce inventory, which decreased to 33 million SEK, down by 7.4 million SEK from the same period last year and 4.9 million SEK from the beginning of the year [8].

（文章来源：每日经济新闻） 流动性方面，科创综指ETF华夏盘中换手6.96%，成交2.74亿元。拉长时间看，截至5月6日，科创综指 ETF华夏近1月日均成交1.38亿元，排名可比基金第一。规模方面，科创综指ETF华夏最新规模达39.39 亿元，创成立以来新高，位居可比基金首位。 消息方面，备受期待的2025年联想创新科技大会（TechWorld）于今日在上海世博中心盛大开幕。这一 盛会不仅是科技爱好者的聚集地，更是展示未来科技趋势的重要平台。此次大会将重点展示联想在智能 设备、人工智能和云计算等领域的最新进展，尤其是在提升用户体验方面的努力。在此次大会中，联想 集团副总裁、中国基础设施业务群总经理陈振宽发布了浸没式液冷领域取得的技术创新成果——"飞 鱼"仿生散热设计和"双循环"相变浸没制冷系统，为用户提供更绿色的算力。在单相浸没方面，联想推 出"飞鱼"仿生散热设计，通过模拟鱼在水中游动的姿态，降低热阻与流阻，成功突破了散热器性能瓶 颈，最大支持功耗提升20%，帮助用户以最小的代价解决下一代600W芯片的散热难题，该项技术已在 产品中实现应用。 科创综指ETF华夏（589000）及其联接基金（A/C：02371 ...

Core Viewpoint - Lenovo showcased the "Lenovo Inference Acceleration Engine" at the Tech World conference, designed for efficient AI PC inference, achieving local inference capabilities comparable to OpenAI's o1-mini cloud model released last year [1] Group 1: Product Features - The inference engine is a software-hardware collaborative optimization platform, enhancing the local inference capabilities of a standard PC [1] - It utilizes high-performance parallel decoding, operator fusion optimization, and heterogeneous computing technology to significantly improve inference speed across various application scenarios [1] - The engine also reduces power consumption and memory usage, contributing to overall efficiency [1] Group 2: Performance Enhancement - When combined with large model inference chips, the engine leverages seamless collaboration between hardware acceleration and software optimization, resulting in compounded performance improvements [1]

Core Insights - Lenovo defines "super intelligent agents" with three core functions: perception and interaction, cognition and decision-making, and autonomy and evolution [1] - The company launched "Lenovo Tianxi" personal super intelligent agent and "Lenovo Lexiang" enterprise super intelligent agent at the 2025 Lenovo Tech World [1] Group 1 - Lenovo showcased its latest innovation in edge computing with the "Lenovo Inference Acceleration Engine," developed in collaboration with Tsinghua University and Wuwen Chip [3] - This inference engine is designed as a software-hardware collaborative optimization platform for efficient AI PC inference, enabling local inference capabilities on a standard PC to rival OpenAI's o1-mini cloud model [3] - The engine significantly enhances inference speed while reducing power consumption and memory usage through high-performance parallel decoding, operator fusion optimization, and heterogeneous computing technology [3][4] Group 2 - A demonstration at the event involved a "race" where three identical AI PCs solved a challenging math problem, showing that the combination of the second-generation model and the "Lenovo Inference Acceleration Engine" achieved a time of 13 seconds with a perfect score [3] - The advancements in model capabilities and the "Lenovo Inference Acceleration Engine" lead to faster pre-filling, quicker decoding speeds, and shorter inference times, all while consuming less memory and energy [4] - Lenovo's CEO, Yang Yuanqing, indicated that the next generation of AI PCs will soon showcase the powerful local inference capabilities of the "Lenovo Inference Acceleration Engine," which can match cloud-based large models at a lower cost [4]

Core Viewpoint - Lenovo Group has introduced a groundbreaking "Super Intelligent Agent" technology, marking a significant evolution of artificial intelligence from a tool-based assistant to a comprehensive intelligent partner and "AI twin" [1] Group 1: Technology Features - The "Super Intelligent Agent" technology is defined as a cognitive operating system for individuals and enterprises, featuring three core functionalities: perception and interaction, cognition and decision-making, and autonomy and evolution [1] Group 2: Industry Impact - The launch signifies a key breakthrough in Lenovo's hybrid artificial intelligence implementation, indicating a shift in the AI landscape towards more integrated and intelligent systems [1]

虽然人工智能（AI）PC市场能否起飞还存疑，但面对关税的冲击，微软无疑想抓住机会抢夺市场份额，最新推出的Surface电脑既有AI模 型加持，又悄然降价。 美东时间5月6日周二，微软发布了Surface系列的两款新Copilot+ PC，售价较去年推出的前代更低、电池续航更长，但核心配置有所缩水。 媒体认为，微软在特朗普宣布新征关税后推出新品，显示微软正试图通过降低价格吸引消费者。Raymond James的分析师Andrew Marok指 出，市场对AI PC的需求仍然有限，因为其增值价值尚不明确。尽管如此，随着Windows 10支持将于10月结束，微软的设备更新有望搭上 企业升级的顺风车。 新设备：更小更轻薄，价格更亲民 AI功能成卖点 市场接受度仍是问题 这两款设备都被归类为Copilot+ PC，配备能够执行每秒45万亿次操作、即45 TOPS的NPU（神经网络处理单元），能够在不依赖互联网的 情况下运行AI模型。用户可以使用有争议的Recall功能记住屏幕上之前显示的内容、增强的文件搜索和其他基于AI的功能。 参与Windows Insider计划的用户将能够尝试设置应用中的AI代理，该代理可以响 ...