11月20日消息，联想集团（0992.HK）公布截至2025年9月30日的2025/26财年第二财季业绩，当季营收 同比增长15%至1464亿元人民币，创下财季历史新高；经调整后的净利润同比增长25%，达36.6亿元人 民币。 根据野村东方国际证券的估算，在2025年四季度，联想在服务器、个人电脑、智能手机终端应用的存储 成本将环比分别增长20%-25%、10%-15%、5%-10%；由于内存厂商提价与下游企业采购成本之间存在 时间差，在2026年一季度，环比涨幅可能进一步扩大至30%、25%、15%。此外，英特尔的低成本CPU ——RaptorLake面临供应受限问题，而2026年推出的升级版PantherLake成本可能更高。因此，2026年 CPU供应受限及即将到来的产品迭代，可能会对个人电脑企业的盈利能力构成压力。 即便如此，野村东方国际证券仍给予联想相对乐观的评价，认为由于联想在商用市场的销售占比较高， 其表现可能优于整体个人电脑市场。 今天上午，联想港股涨幅收窄，截至午间收盘，报9.73港元/股，涨1.04%，总市值为1207亿港元。 （文章来源：21世纪经济报道） 第二财季，联想实现了全业务集团 ...

Economic Overview - The province's economy showed overall stability in the first ten months of the year, with industrial growth, declining fixed asset investment, expanding market sales, and rapid export growth [1] Industrial Performance - The added value of industrial enterprises above a designated size increased by 1.5% year-on-year, with high-tech manufacturing growing by 3.9% [1] - By sector, mining increased by 7.8%, manufacturing by 0.7%, and electricity, heat, gas, and water production and supply by 0.1% [2] - State-owned enterprises saw a 2.2% increase in added value, while foreign and Hong Kong, Macao, and Taiwan-invested enterprises experienced a decline of 5.9% [2] - Among 40 industrial categories, 23 reported year-on-year growth, resulting in a growth rate of 57.5% [2] - Notable growth sectors included chemical fiber manufacturing (growth of 7.7 times), transportation equipment manufacturing (growth of 47.1%), and gas production and supply (growth of 21.6%) [2] Investment Trends - Fixed asset investment decreased overall, but manufacturing investment rose by 6.2%, with high-tech manufacturing investment increasing by 10.8% [2] - Investment in the primary industry grew by 5.1% year-on-year [2] Market Sales - The total retail sales of consumer goods reached 877.98 billion yuan, reflecting a year-on-year growth of 3.5% [3] - Sales of essential goods remained stable, with food and oil retail sales increasing by 13.4% and daily necessities by 11.8% [3] - Upgraded consumer goods saw significant sales growth, including wearable smart devices (growth of 15.5 times) and energy-efficient home appliances (growth of 1.3 times) [3] Trade Performance - The province's total import and export value reached 338.37 billion yuan, marking a 9.6% increase [3] - Agricultural product exports totaled 27.67 billion yuan, with a year-on-year growth of 9.9% [3] - Machinery and electrical products exports were 170.59 billion yuan, growing by 8.5%, with notable increases in ship and automotive parts exports [3] Price Trends - Consumer prices remained stable overall, while industrial producer prices experienced a decline [4]

Core Insights - Lenovo Group reported a record high revenue of 146.4 billion RMB for the second fiscal quarter of 2025/26, representing a 15% year-on-year growth [1] - Adjusted net profit increased by 25% year-on-year, reaching 3.66 billion RMB [1] Business Segment Performance - The Intelligent Devices Group (IDG) generated revenue of 108.1 billion RMB, a 12% increase year-on-year [1] - The Infrastructure Solutions Group (ISG) achieved approximately 29.3 billion RMB in revenue, up 24% year-on-year [1] - The Solutions and Services Group (SSG) saw revenue growth of nearly 20% year-on-year [1] Strategic Outlook - The CEO emphasized the company's commitment to leveraging its unique "global resources, local delivery" model to navigate uncertainties and seize opportunities presented by the rise of hybrid artificial intelligence [1] - The focus remains on creating long-term sustainable returns for shareholders while catering to diverse customer needs [1]

Core Insights - Lenovo Group (00992) reported its Q2 financial results for the fiscal year 2025/26, with revenue from the Intelligent Devices Group (IDG) reaching 108.1 billion RMB, representing a year-on-year growth of 12%, exceeding market expectations [1] - The revenue from AI terminal devices significantly increased, accounting for 36% of IDG's total revenue, which is a nearly 17 percentage point increase year-on-year, marking it as one of the most structurally significant growth drivers [1]

近日，商务部消费促进司负责人谈2025年10月我国消费市场情况。10月份，在国庆中秋假期带动下，消 费市场保持平稳增长态势，消费潜力持续释放。据国家统计局数据，当月社会消费品零售总额4.63万亿 元，同比增长2.9%。其中，新型消费较快增长。10月份，重点监测平台智能健康设备销售额增长超两 成，智能穿戴设备销售额增长约4%，部分一级能效家电销售额增长超10%，有机食品销售额增长超 8%。据汽车流通协会数据，10月份新能源乘用车零售量增长7.3%，渗透率达57.2%。 ...

11月19日，记者获悉，夸克AI眼镜与支付宝的合作再次升级，双方将在实现"看一下支付"的基础上，夸 克AI眼镜新增准心辅助、骨传导拾音等独家能力，为用户带来更高效、更安全的支付体验。 目前，夸克AI眼镜支持多种收款码、融合码、"碰一下"设备等。相关人士透露，夸克AI眼镜与支付宝未 来有望继续发挥协同优势，拓展停车场缴费、扫码骑行、生活服务以及在线点单等更广泛的场景，并持 续推动AI眼镜支付智能体等方向的深度创新。 多方消息显示，夸克AI眼镜将于11月27日举办新品发布会，首批产品计划于12月初开始发货。 在支付过程中，夸克AI眼镜通过"准心辅助"功能，能够更准确地对焦并识别各类收款码，显著提升扫码 效率与整体体验。同时，支付界面也针对智能眼镜使用场景进行了优化，使支付流程更加直观、便捷。 在支付安全性方面，针对可能出现的噪音干扰、语音识别不清等问题，夸克AI眼镜搭载由5个麦克风与 1个骨传导单元组成的声学阵列，更好的进行收音，搭配金融级声纹验证的组合，结合支付宝多维度风 控系统，进一步强化支付过程的安全性。 ...

Core Viewpoint - The company has established strategic partnerships with several well-known robotics firms and recently launched the AI Cube, an AI computing terminal for the robotics sector, aimed at enhancing the durability and reliability of key robotic components while achieving "zero defects" [1] Group 1: Strategic Partnerships - The company has formed strategic collaborations with multiple renowned robotics enterprises [1] - These partnerships are expected to enhance the company's position in the robotics industry [1] Group 2: Product Launch - The AI Cube has been officially released, designed as an AI computing terminal for robotics applications [1] - The product incorporates automotive-grade redundancy design from the driving domain into robotic scenarios [1] Group 3: Product Features - The AI Cube aims for "zero defects," significantly improving the durability and reliability of critical robotic components [1] - It enhances the intelligence level of robots in complex environments and offers universal capabilities across various scenarios, from industrial to home applications [1] Group 4: Technical Services - The company provides technical services such as rapid model adaptation, model optimization, and computational acceleration to help clients improve the inference speed of large models [1]

新华财经北京11月19日电 据悉，夸克AI眼镜与支付宝的合作19日再次升级，双方将在实现"看一下支 付"的基础上，夸克AI眼镜新增准心辅助、骨传导拾音等独家能力，为用户带来更高效、更安全的支付 体验。 在支付过程中，夸克AI眼镜通过"准心辅助"功能，能够更准确地对焦并识别各类收款码，显著提升扫码 效率与整体体验。同时，支付界面也针对智能眼镜使用场景进行了优化，使支付流程更加直观、便捷。 在支付安全性方面，针对可能出现的噪音干扰、语音识别不清等问题，夸克AI眼镜搭载由5个麦克风与 1个骨传导单元组成的声学阵列，更好的进行收音，搭配金融级声纹验证的组合，结合支付宝多维度风 控系统，进一步强化支付过程的安全性。 目前，夸克AI眼镜支持多种收款码、融合码、"碰一下"设备等。相关人士透露，夸克AI眼镜与支付宝未 来有望继续发挥协同优势，拓展停车场缴费、扫码骑行、生活服务以及在线点单等更广泛的场景，并持 续推动AI眼镜支付智能体等方向的深度创新。 多方消息显示，夸克AI眼镜将于11月27日举办新品发布会，首批产品计划于12月初开始发货。 编辑：胡晨曦 ...

责任编辑：何俊熹 目前，夸克AI眼镜支持多种收款码、融合码、"碰一下"设备等。相关人士透露，夸克AI眼镜与支付宝未 来有望继续发挥协同优势，拓展停车场缴费、扫码骑行、生活服务以及在线点单等更广泛的场景，并持 续推动AI眼镜支付智能体等方向的深度创新。 据知情人士透露，首批夸克AI眼镜计划于12月初开始发货。（文猛） 新浪科技讯 11月19日下午消息，新浪科技获悉，夸克AI眼镜与支付宝的合作再次升级，在实现"看一下 支付"的基础上，夸克AI眼镜将新增准心辅助、骨传导拾音等独家能力，为用户带来更高效、更安全的 支付体验。 在支付过程中，夸克AI眼镜通过"准心辅助"功能，将能更准确地对焦并识别各类收款码，显著提升扫码 效率与整体体验。同时，支付界面也针对智能眼镜使用场景进行了优化，使支付流程更加直观、便捷。 ...

人民财讯11月19日电，商务部消费促进司负责人谈2025年10月我国消费市场情况。10月份，在国庆中秋 假期带动下，消费市场保持平稳增长态势，消费潜力持续释放。 一是商品消费平稳增长。10月份，商品零售额增长2.8%，以旧换新相关商品销售保持较快增长，其中 限额以上单位通讯器材、文化办公用品、家具零售额分别增长23.2%、13.5%和9.6%。 二是服务消费增势良好。1—10月份，服务零售额同比增长5.3%，增速比前三季度加快0.1个百分点，比 商品零售额快0.9个百分点。 三是新型消费较快增长。据商务部商务大数据，10月份，重点监测平台智能健康设备销售额增长超两 成，智能穿戴设备销售额增长约4%，部分一级能效家电销售额增长超10%，有机食品销售额增长超 8%。 四是乡村消费快于城镇。县域消费持续扩容，下沉市场活力十足。 ...