Per Holmberg, CEO Eminova Fondkommission AB adviser@eminova.se www.eminova.se About JLT Mobile Computers JLT Mobile Computers is a leading supplier of rugged mobile computing devices and solutions for demanding environments. 30 years of development and manufacturing experience have enabled JLT to set the standard in rugged computing, combining outstanding product quality with expert service, support and solutions to ensure trouble-free business operations for customers in warehousing, transportation, manufa ...

（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 ...

联想在联想创新科技大会（Tech World）上，展示了端侧算力 "联想推理加速引擎"。这款由联想、清华 大学及无问芯穹联合研发的推理引擎，专为高效AI PC推理而设计，是一个软硬件协同优化平台，可以 让一台普通PC的本地推理能力，媲美OpenAI去年发布的o1-mini云端模型。 "联想推理加速引擎"通过高 性能并行解码、算子融合优化以及异构计算技术, 实现了多种应用场景下推理速度的大幅提升，以及功 耗和内存占用的显著降低。与大模型推理芯片相结合，通过硬件加速与软件优化的无缝协作，进一步放 大了性能提升，形成了叠加效应。 ...

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]

联想集团发布多款"超级智能体" 金十数据5月7日讯，在今日举行的2025联想创新科技大会上，联想集团董事长兼CEO杨元庆宣布推出划 时代的"超级智能体"技术，并首次系统阐述了其三大核心功能特征：感知与交互、认知与决策、自主与 演进。这一技术被定义为个人与企业的"认知操作系统"，标志着人工智能从工具型助手向全场景智能伙 伴和"人工智能双胞胎"的跨越式进化。同时，也意味着联想混合式人工智能落地的取得关键突破。 （36氪） ...

PALO ALTO, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- HP Inc. (NYSE: HPQ) will present a live audio webcast of a conference call to review financial results for the second fiscal quarter ended April 30, 2025 on Wednesday, May 28, 2025 at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be available at www.hp.com/investor/2025Q2Webcast. A replay of the audio webcast will be available at the same website shortly after the call and will remain available for approximately one year. About HP Inc. HP Inc. (NYSE: HPQ) ...

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 ...

Group 1 - Huawei will officially unveil the HarmonyOS PC at a communication conference on May 8 in Shenzhen, marking the first domestically produced computer restructured from the operating system kernel [1] - The HarmonyOS PC aims to bring breakthroughs in data security, intelligence, and interconnected experiences, with various innovative features developed by HarmonyOS ecosystem partners [1] - The success of the HarmonyOS PC largely depends on the ecosystem, which requires collective innovation and collaboration across all sectors of the Chinese computer industry [1] Group 2 - Research institutions anticipate a rapid increase in demand for HarmonyOS PCs as the domestic operating system is launched and the Harmony ecosystem matures [2] - Canalys research indicates that 2024 will be a pivotal year for the transition from traditional PCs to AI PCs, with global AI PC shipments expected to account for 18% of total PC shipments, rising to 40% by 2025 [2] - The compound annual growth rate (CAGR) for AI PC shipments from 2024 to 2028 is projected to be 44% [2] Group 3 - Softcom Power is a founding member of the OpenHarmony device unified interconnection technology standard preparation group, facilitating interoperability with HarmonyOS and accelerating the development of domestic AI PCs and HarmonyOS PCs [3] - Zhiwei Intelligent has adapted multiple products to the open-source HarmonyOS and completed product compatibility certification [3] - Tuo Wei Information's Zhaohan RH220T series general-purpose servers, based on Huawei's Kunpeng 920 processor, have been successfully deployed in large-scale computing cluster projects for digital government, major telecom operators, and large enterprises [3]

Core Insights - Lenovo was one of the earliest "global winners" in the story of Chinese companies going abroad, transitioning from a local brand to a global player through strategic moves like the acquisition of IBM's PC business [1][4] - The company faces questions about its identity as a national versus international brand, its technological capabilities, and its ability to rebuild consumer trust [1] Group 1: Brand Marketing Strategy - Lenovo established a strong emotional connection with consumers by promoting the slogan "Chinese people use Chinese computers," tapping into national pride during the nascent stages of the Chinese PC market [3] - The acquisition of IBM's PC division for $17.5 billion in 2004 not only expanded Lenovo's business scale but also significantly enhanced its brand image, establishing trust among national users and becoming a preferred supplier for government and enterprise clients [4] - Lenovo's ThinkPad became a symbol of its entry into the high-end business market, leveraging high cost-performance and Chinese manufacturing to quickly gain market share [5] Group 2: Brand Positioning and Challenges - Lenovo's brand strategy involves a multi-brand matrix that targets various consumer segments, making it one of the most widely recognized brands among Chinese computer users [6] - The company has faced increasing scrutiny and criticism due to unclear brand positioning and slow responses to public relations crises, prompting a need to reconstruct its image around technology and localization [6][7] - Lenovo's marketing logic centers on the concept of "belonging," evolving from national identity to international integration and now focusing on technological trust [7] Group 3: Target Audience and Product Lines - Lenovo targets high-end users with ThinkPad, emphasizing reliability, security, and professionalism; young users with Legion, focusing on gaming performance and trendiness; and general households with IdeaPad, highlighting cost-effectiveness and lifestyle applications [8] - The company is currently addressing concerns about its technological capabilities and domestic production, as well as the potential depletion of emotional appeal among consumers [8] Conclusion - Lenovo's journey reflects the challenges and strategies of Chinese brands going global, showcasing its rise through national sentiment and strategic acquisitions while now navigating a critical phase of trust rebuilding and brand evolution [10]

一、证券市场回顾 南财金融终端数据显示，上周(4月28日—4月30日,下同)，上证综指周内下跌0.49%，收于3279.03点，最 高3296.93点；深证成指周内下跌0.17%，收于9899.82点，最高9926.9点；创业板指周内上涨0.04%，收 于1948.03点，最高1954.62点。在全球市场中，主要指数均上涨。纳斯达克综指上涨3.42%，道琼斯工 业指数上涨3.0%，标普500上涨2.92%。亚太地区，恒生指数上涨2.38%，日经225指数上涨3.15%。 二、新股申购情况 四、基金发行情况 上周有8只新基金发行,分别为:中金消费升级C、泰康稳健双利债券D、泰康招享混合D、兴全天添益货 币C、博时沪深300指数I、上银中债1-3年农发行债券指数C、财通资管康泽稳健养老目标一年持有混合 (FOF)Y、财通资管康恒平衡养老目标三年持有混合发起式(FOF)Y,详情见下表： | 使用 | 基金名称 -10000 | 发行公告日 | 提资类型 | 基全提理 | 基金公司 | | --- | --- | --- | --- | --- | --- | | 024196.OF | 中全海餐件展C | 2025 ...