Core Viewpoint - Lenovo Holdings emphasizes the importance of "long-termism" in navigating the rapidly changing global industrial and technological landscape, particularly in fields like artificial intelligence, semiconductors, and new energy [2][3]. Financial Performance - Lenovo Holdings reported a total revenue of RMB 512.81 billion for 2024, marking a year-on-year increase of 17.61% - The net profit reached RMB 7.683 billion, a significant year-on-year increase of 1119.52% - The net profit attributable to shareholders was RMB 133 million, recovering from a loss of RMB 3.874 billion in 2023 [2]. R&D and Innovation Strategy - The company has set a historical high for R&D investment in 2024 at RMB 15.8 billion, reflecting its commitment to innovation [4]. - Lenovo Holdings has developed a unique path for technology industrialization, focusing on long-term independent innovation and aligning with national strategies [4]. Market Position - Lenovo Group holds a 25.9% market share in global PC shipments in the first quarter of 2024, maintaining its position as the world's leading PC manufacturer [4]. - The revenue share from non-PC businesses has increased to 47% as of the 2024/25 fiscal year, indicating a successful diversification strategy [4]. Focus Areas - Lenovo Holdings is concentrating on three key areas: new materials, new energy, and intelligent sensing, through its Forward Technology Research Institute [7]. - The research institute aims to identify and develop cutting-edge technologies and facilitate their commercialization [7]. Collaborative Efforts - The company has established a collaborative network with top universities and research institutions to drive technological breakthroughs in emerging industries [7]. - Lenovo Holdings is leveraging its Japanese channel resources to create a dual-circulation open innovation system, focusing on introducing advanced materials processing technologies [8]. AI Strategy - Lenovo Holdings is positioning itself in the AI sector by forming partnerships across various verticals, including education, healthcare, and manufacturing, to create a comprehensive AI ecosystem [9]. - The company has invested in over 270 AI-related enterprises, establishing a closed-loop ecosystem from algorithm development to practical application [9][10]. Future Aspirations - Lenovo Holdings aims to nurture more outstanding AI companies that not only serve the domestic market but also expand their global influence [11].

Apple unveiled a new operating system interface called liquid glass here at WWDC. The company is saying it's its biggest design overhaul ever. The UI is translucent.It can adapt to both content and context. But the main thing is the designs now uniform across Apple's different technology platforms and different operating systems. Apple's also changing its OS naming.So instead of having version numbers, it's years. iPhone, the latest iOS update will be called iOS 26 and 26 for this year. across all of the di ...

Apple unveiled a new operating system interface called liquid glass here at WWDC. The company is saying it's its biggest design overhaul ever. The UI is translucent.It can adapt to both content and context. But the main thing is the designs now uniform across Apple's different technology platforms and different operating systems. Apple's also changing its OS naming.So instead of having version numbers, it's years. iPhone, the latest iOS update will be called iOS 26 and 26 for this year. across all of the di ...

Financial Performance & Growth Drivers - IBM's rally initially stemmed from its free cash flow performance, particularly after a significant beat five to six quarters prior to the report [3] - Revenue growth is expected to be in the low to mid single-digit percentages in the coming years [6] - Software growth is the primary focus for investors, followed by GenAI consulting and infrastructure [9] - IBM saved $500 million (three half billion) in run rate costs by deploying Gen AI [11] GenAI & Technology - IBM is positioning itself to enable the "Magnificent 7" through its hybrid cloud and GenAI infrastructure [4] - IBM's GenAI consulting business currently accounts for approximately 80% of its book of business [11] - IBM's Granite models are small, open-source language models focused on enterprise cost efficiency [11] - IBM has 75 quantum computers, with 13 currently running in production, and anticipates this becoming a significant part of their business by the end of the decade [16] Risks & Considerations - A shift in competitive positioning, especially concerning GenAI, could pose a risk to IBM's stock [18] - Sentiment around GenAI and hybrid cloud is driving multiple expansion [18]

AI Infrastructure and Architecture - Infinia was conceived due to the need for a different architecture for AI, one that scales efficiently for training, has low latency, is distributed on-premise and multi-cloud, and minimizes data movement [1] - The industry is shifting towards Data Intelligence, reframing storage of raw data into informational form, which is a new opportunity for DDN to provide data intelligence for enterprises running AI [1] - Metadata and tagging are essential for multimodal AI, enabling the movement of metadata and making the economics viable due to the compression ratio [1] AI Application and Adoption - Enterprises need to adopt AI at an accelerated pace, requiring the application layer to be supercharged and the infrastructure to be efficient [1] - The industry is moving from high-performance computing to Enterprise, and then to digital twins of Enterprise, enabled by technologies like Omniverse [2] - AI is enabling companies to create digital twins, allowing them to run thousands of experiments simultaneously and optimize outcomes, applicable to enterprises, governments, and individuals [2] AI Model and Ecosystem - Post-training, which involves problem-solving and reasoning, is a crucial and compute-intensive part of intelligence, following pre-training [3] - The release of open-source reasoning models like DeepSeek's R1 is accelerating AI adoption by highlighting opportunities for more efficient models [3] - The CUDA ecosystem is enabling the application of AI in specific industries like Life Sciences, Financial Services, and autonomous driving [3] Strategic Partnership and Future Vision - The partnership between Nvidia and DDN is expanding from supercomputing to Enterprise and Omniverse, with Infinia playing a key role [4] - Companies should both use public cloud AI and build their own specialized AI, curating AI agents from various sources to solve large problems [3] - Differentiation for organizations comes from specialized application of AI, enabled by technologies like Nvidia's Nims and DDN's Infinia [4]

Anne-Laure Le Cunff left a successful tech-marketing career to study neuroscience, and now writes the popular Ness Labs newsletter, which features insights about how our brains work that can help us navigate uncertainty and nurture innovation. She joined WorkLab to discuss what leaders can learn from neuroscience, and how to tap the potential of AI in more creative ways. Find this episode on: - Apple Podcasts: https://podcasts.apple.com/us/podcast/worklab/id1582908812 - Spotify: https://open.spotify.com/sho ...

When Apple executives first introduced Siri on the iPhone 4S, it was a simple premise. What we really want to do is just talk to our device. Siri is your intelligent assistant that helps you get things done just by asking.The Siri debut was significant and it paved the way for other assistants. And yet now, 14 years later, Apple is in a swirl of bad press over Siri. Critics say it's falling behind in the AI race to be a more conversational assistant.And it doesn't help that a year ago, Apple showed it off a ...

6月6日，三大指数开盘涨跌不一，截至目前沪指、深成指飘红。科技方向有所回调，上证科创板人工智 能指数跌0.48%。 交银国际指出，二季度抓住确定性，关注AI和国产创新双主线。人工智能建设和变现或将仍为二季度 投资主线之一。建议投资者聚焦不确定环境下的确定性，即人工智能技术和市场的发展及半导体产业链 国产创新的持续深化。半导体设计公司或仍是人工智能基础设施建设的最大受益者。 中泰证券表示，强预期与弱现实彼此交织，计算机板块波动加剧。过去一年多以来，计算机板块经历了 2025年初Deepseek重新推动中国科技重估带来的新一轮上涨。下游支出力度受限带来的基本面承压（弱 现实），与AI、自主可控主题在当前全球科技发展浪潮与地缘局势动荡加剧的背景下持续演绎（强预 期），两者彼此交织，推动计算机板块整体波动加剧。展望后市，重点把握新一轮人工智能技术与产业 革命机遇，同时关注政策驱动的机会。中期重点关注人工智能方向，当前时点着重看好AI应用投资机 会。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 相关ETF方面，截至发稿，科创板人工智能ETF（588930）盘中跌0 ...

Group 1 - Amazon plans to launch a new group within its consumer product division focused on agentic AI [1] - The new research and development group will be based out of Lab126, Amazon's hardware R&D division [1] - The aim of the agentic AI group is to develop a framework for use in robotics and enhance the skills of warehouse robots [2]

6月2日，雷军再发文：我们永远相信，后来者总有机会！ 6月1日，雷军 发布微博称，2025年5月小米su7交付量超28000台。我们正在全力为小米yu7大规模量产做准备，预计7月份量产。 此外，雷军还表示，刚学会一句 莫言名言：诋毁，本身就是一种仰望。随后，雷军编辑了本条微博，删除了这句话，仅留下了相 关图片和小米汽车相关信息。 此前，华为余承东在2025未来汽车先行者大会称，某跨行业公司仅凭一款车就卖爆，虽产品、质量、智驾能力未必出色，但凭借 强大品牌、流量及新媒体时代营销能力迅速打爆市场。反观自家产品各方面更优，销量却不及对方零头，凸显当下行业现状。 6月2日， 雷军 再发文：我们永远相信，后来者总有机会！并配图：后来者一开始肯定不完美，总会被嘲笑、被怀疑，但后来者 总有机会，疑似回应被质疑。（新浪科技、读秒财经、极目新闻） 张雪峰称动了太多人蛋糕，可能告别直播 5月31日晚，有网友发视频称，张雪峰2025届高报季直播结束。直播中，张雪峰表示："干我这个行当不容易的，我动了太多的人 的蛋糕了，有些东西我不能说得过于直白。因为我们正常恢复直播是8月份，我期望8月1日能跟大家见面，如果实在不行的话，9 月1日 ...