据海外媒体QUANTUM ZEITGEIST报道，联想集团于近日正式发布 GPU 高级服务（GPU Advanced Services）。随着人工智能从 "小众领域的实验" 全面跃 升为企业核心商业必需 —— 过去一年间，部署 AI 系统的组织数量已实现翻倍 —— 但其底层动力核心 GPU（图形处理器）的发展却未能同步跟进：GPU 容量的扩张速度远超企业预算承受能力，导致大量企业陷入"硬件闲置浪费"或"性能瓶颈拖慢创新"的两难境地。此次联想推出的"服务优先"模式GPU高级服 务旨在弥补这一差距，不仅承诺将AI工作负载运行速度提升高达30%，更为主流企业打造了一条通往"生产就绪型AI"的清晰落地路径。 优化GPU引擎：从基准测试到业务落地 商业价值重构：从"资本密集"到"成本可控+价值可见" 投资GPU基础设施是一项资本密集型事业，但联想的模式将其转变为灵活、经济高效的服务。通过将GPU部署与经过验证的性能基准相结合，企业避免了过 度配置的常见陷阱——即因工作负载尚未完全实现而导致硬件闲置。其结果是基础设施支出的切实减少，通常量化为三年期内总拥有成本降低20-30%。 除了节省成本，速度提升也带来直接的财务影响 ...

近日，全球商业权威杂志《快公司》(Fast Company)正式发布第七届"全球创新者最佳工作场所"年度榜 单。其中，联想集团凭借在AI技术落地、员工创新赋能领域的突破性进展，这是联想连续两年跻身该 全球榜单。同时，联想集团成功入选"AI创新赋能标杆企业"，该类别仅10家企业入围，与Adobe、 IBM、强生等国际知名企业一同站上全球职场创新的荣誉舞台。 本届《快公司》"创新者最佳工作场所"榜单覆盖范围广泛，囊括娱乐、生物科技、快消品、营销、教 育、医疗健康等多个核心领域，最终从近1000家参评企业中筛选出100家兼具创新实力与文化氛围的典 范机构。参评企业需详细阐述在创新投入、内部项目建设及企业文化塑造等多个维度的具体举措。先由 《快公司》编辑团队对所有参评企业展开全面评估与深度调研，为每家企业打分；随后，一支专业评审 团将对高分企业进复核，确定最终榜单，全程确保评选的权威性与公正性。 联想对研发的持续深耕是其跻身标杆的关键支撑。《快公司》在榜单点评中特别指出，"目前，联想已 在全球布局18个研发中心及4个AI创新中心。"构建起覆盖多区域、多领域的技术研发网络，为AI技术 突破与场景落地提供坚实基础。 图： ...

近日，全球商业权威杂志《快公司》(Fast Company)正式发布第七届"全球创新者最佳工作场所"年度榜 单。其中，联想集团(00992)凭借在AI技术落地、员工创新赋能领域的突破性进展，这是联想连续两年 跻身该全球榜单。同时，联想集团成功入选"AI创新赋能标杆企业"，该类别仅10家企业入围，与 Adobe、IBM、强生等国际知名企业一同站上全球职场创新的荣誉舞台。 本届《快公司》"创新者最佳工作场所"榜单覆盖范围广泛，囊括娱乐、生物科技、快消品、营销、教 育、医疗健康等多个核心领域，最终从近1000家参评企业中筛选出100家兼具创新实力与文化氛围的典 范机构。参评企业需详细阐述在创新投入、内部项目建设及企业文化塑造等多个维度的具体举措。先由 《快公司》编辑团队对所有参评企业展开全面评估与深度调研，为每家企业打分;随后，一支专业评审 团将对高分企业进复核，确定最终榜单，全程确保评选的权威性与公正性。 联想对研发的持续深耕是其跻身标杆的关键支撑。《快公司》在榜单点评中特别指出，"目前，联想已 在全球布局18个研发中心及4个AI创新中心。"构建起覆盖多区域、多领域的技术研发网络，为AI技术 突破与场景落地提供坚 ...

2025年以来，AI PC市场的增长态势成为科技行业关注的焦点之一。 从市场调研机构发布的数据来看，这一领域的增长轨迹清晰可见。 Gartner预测到2025年末，AI PC的全球出货量预计将达到7780万台，在全球PC市场中的份额将达到31%，2026年AI PC出货量将达到1.43亿台，占整个PC 市场的55%。 Canalys报告数据更加乐观，预估2025年全球AI PC出货量将超过1亿台，占PC出货总量的40%。其中，中国市场表现尤为突出，2025年第二季度，中国大 陆PC出货量达1020万台，同比增长12%，其中AI PC出货量占整体PC市场的28%。预计中国市场AI PC渗透率在2026年将进一步升至52%。 当前，云、边、端协同计算已经成为行业的基本共识。尽管主流AI PC的NPU算力已达20～50 TOPS，CPU+GPU+NPU综合峰值算力达100 TOPS，但面对 参数超100亿的大模型，仍无法实现完整本地运行，多模态内容生成、深度数据分析等复杂任务需依托云端服务器完成。对本地高算力的需求，依然是部 分用户在购机时的追逐目标。 AMD高级副总裁Jack Huynh提出："NPU的核心价值并 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [3]. Core Insights - The company focuses on the esports equipment market, with a strategic emphasis on AIPC and AI technologies, aiming to enhance computing power and user experience [3][5]. - The esports industry is expected to experience significant growth, with the overall market projected to exceed 200 billion yuan by 2027, driven by supportive policies and a resurgence in esports events [4][39][42]. - The company has established a dual-driven strategy of "esports + domestic innovation," enhancing its brand value to 21.839 billion yuan and positioning itself as a key player in the domestic innovation sector [5][13]. Company Overview - The company specializes in high-performance esports PCs and peripherals, including laptops, desktops, monitors, and gaming accessories, catering to various user needs in esports, video creation, and digital design [3][5]. - In the first half of 2025, the company achieved a revenue of 1.388 billion yuan, reflecting a year-on-year growth of 13.19%, with a net profit of 14.3353 million yuan, up 69.31% [3][6]. - The company is recognized for its innovative products, including the launch of the Thunder ZERO18 and AI smart glasses, which solidify its competitive edge in the high-end market [3][18]. Industry Analysis - The global AIPC shipment is projected to reach 48 million units in 2024, accounting for 18% of total PC shipments, with expectations to exceed 100 million units by 2025 [4][50]. - The esports market is characterized by a young demographic, with 78.7% of users aged 30 and below, indicating a strong consumer base with significant spending power [40][41]. - The report highlights the increasing integration of AI technologies in the AIPC sector, which is anticipated to drive rapid advancements in the PC industry [50][56].

格隆汇9月25日丨超频三(300647.SZ)在投资者互动平台表示，目前公司电源产品为电脑电源，主要包括 战锤KN、YS、YK、KF等系列，是公司现有计算机整机及其周边产品之一。 ...

Core Insights - Alibaba Group's CEO, Wu Yongming, outlined the core strategic path for Alibaba Cloud in the AI era, focusing on open-source initiatives and the development of a "super AI cloud" to provide intelligent computing power globally [1] - The company is investing 380 billion yuan (approximately 53.5 billion USD) over three years to build AI infrastructure, aiming for a tenfold increase in global data center energy efficiency by 2032 [2] - Lenovo, as a leading global ICT infrastructure provider, is positioned to benefit significantly from Alibaba's strategic plans, showcasing its "full-stack AI" solutions at the 2025 Cloud Summit [1][2] Investment Opportunities - Lenovo's server business is expected to enter a "super order cycle" due to Alibaba's substantial investment in AI infrastructure, with Lenovo's server revenue growth reaching 74.8% globally and over 35% market share in China's AI cloud server market [2][3] - Lenovo's sixth-generation Neptune liquid-cooled servers can reduce data center power consumption by 40%, aligning with Alibaba's energy optimization goals [2] - In the first quarter of the new fiscal year, Lenovo's AI infrastructure business revenue grew by 155% year-on-year, driven by orders from Alibaba and ByteDance [3] Strategic Collaborations - Alibaba emphasized the "end-cloud collaboration" strategy, with Lenovo's terminal layout complementing Alibaba's AI model, enabling local operation and cloud updates [4] - Lenovo's AI PCs, which account for 27% of total notebook shipments in China, are designed to seamlessly integrate with Alibaba's AI services, presenting new market opportunities [4] - The collaboration between Lenovo's hybrid AI framework and Alibaba's AI model accelerates the transition from technology to application, enhancing both companies' positions in the AI industry [5] Long-term Outlook - The 380 billion yuan investment is expected to drive a surge in Lenovo's server orders and enhance profitability through liquid cooling technology [5] - In the long term, Lenovo's advantages in terminal access, data closure, and ecosystem collaboration will position it as a core partner in Alibaba's AI transformation [5] - Lenovo is poised to experience dual growth in performance and valuation in the burgeoning AI industry, leveraging its hardware capabilities and ecosystem positioning [5]

9月24日，阿里巴巴集团CEO吴泳铭在云栖大会上，明确阐述了AI时代下阿里云的核心战略路径：第 一，通义千问坚定开源开放路线，致力于打造"AI时代的Android"；其二，构建作为"下一代计算机"的 超级AI云，为全球提供智能算力网络。为支撑这一宏大愿景，吴泳铭表示，阿里巴巴正在积极推进三 年3800亿的AI基础设施建设计划，并将会持续追加更大的投入。 阿里不仅勾勒出AI产业的发展蓝图，更让产业链上下游企业迎来确定性机遇。其中，作为全球ICT基础 设施龙头的联想集团，携"全栈AI"亮相2025云栖大会，展示了涵盖AI终端、AI基础设施再到AI解决方 案及服务的全场景算力产品、方案和服务。凭借与阿里在算力底座、端云协同、生态共建等领域的深度 绑定，联想将成为此次战略布局中最具受益潜力的企业之一。 联想服务器业务迎"超级订单周期" 阿里云栖大会明确提出，未来三年将投入3800亿元用于AI基础设施建设，目标实现2032年全球数据中 心能耗较2022年提升10倍，重点聚焦GPU集群、液冷技术及全栈软硬协同。这一"算力扩张计划"直接打 开了服务器市场的增长空间，而联想早已凭借技术积累和合作优势占据先机。 AI PC与智 ...

Market Performance - The three major U.S. stock indices closed lower for the second consecutive trading day, with the S&P 500 down 18.95 points (0.28%) at 6637.97, the Dow Jones down 171.50 points (0.37%) at 46121.28, and the Nasdaq down 75.62 points (0.33%) at 22497.86 [1][3]. Technology Sector - Popular tech stocks showed mixed performance, with Intel rising 6.41% following news of seeking investment from Apple, while Nvidia fell 0.82%, Oracle down 1.71%, and Micron Technology down 2.82%. Apple decreased by 0.83%, Google by 1.80%, Microsoft increased by 0.18%, Meta by 0.70%, and Tesla surged 3.98% [3]. Precious Metals and Hardware - The precious metals and computer hardware sectors experienced significant declines, with U.S. Gold Corp down 5.32%, Pan American Silver, Kintai, and HP down over 3%, and Logitech down over 2%. AMD and Dell Technologies also fell over 1% [3]. Coal and Automotive Sectors - The coal and automotive manufacturing sectors saw gains, with Lucid up over 3% and General Motors up over 2% [3]. Private Equity Sector - The private equity industry faced pressure, with KKR Group and Carlyle experiencing their worst single-day performance in four months, with KKR down 6% and Carlyle down nearly 5%. Apollo Global Management, Blackstone, and TPG also saw significant declines due to concerns over rising default rates, prompting investors to sell these alternative asset management stocks [3]. Chinese Stocks - The Nasdaq China Golden Dragon Index rose 2.83%, with popular Chinese stocks generally increasing, including Daqo New Energy up 14.10%, Century Internet up 10.91%, Alibaba up 8.19%, and others like Baidu, Jinko Solar, and JD.com rising up to 5.85% [4].

Group 1 - Huasoft Technology (002453) has experienced a four-day consecutive rise, with its current light initiator products being produced and sold in small batches according to customer orders, contributing less than 2% to the company's revenue in 2024 [2] - Dalong Real Estate (600159) announced that its controlling subsidiary intends to acquire 60% of Beijing Chengzhu Real Estate Development Co., Ltd., which holds a project site in Shunyi District, Beijing, with a total land area of 41,300 square meters [2] - The overall market saw a low opening but high recovery, with the ChiNext Index reaching a three-year high and the STAR 50 Index rising nearly 5%, while the total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion, a decrease of 167.6 billion from the previous trading day [1] Group 2 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.37%, the Nasdaq down 0.33%, and the S&P 500 down 0.28%, while Intel rose over 6% amid reports of seeking investment from Apple [3] - The precious metals and computer hardware sectors experienced significant declines, with U.S. gold companies dropping over 5% and several tech stocks like HP and Dell falling by more than 1% [3] - Lithium Americas saw a remarkable increase of 95% as reports indicated the U.S. government is seeking to acquire up to 10% of the company [3]