2月12日，联想公布了历史最高单季业绩，1575亿元营收、36%的净利润增速、三大业务全线双位数增 长，尤其是，AI相关营收同比高增72%，占比升至32%。 从前被"硬件巨头"标签束缚的联想，开始用AI改写故事基调。 当天，联想集团CFO郑孝明首次公开单独接受了包括21世纪经济报道等国内媒体在内的采访。 45分钟里，这位曾任职于花旗、高盛、美林的高管，没有过多谈论当季数字，而是花了大量时间解释底 层逻辑，联想为什么能应对存储芯片"历史上没见过"的上涨，以及联想在AI的战场做了什么。 这不是一场常规的财报解读。存储价格"史无前例"的暴涨、AI训练侧的资本狂潮、终端AI的形态未定， 联想站在哪里？ 郑孝明透露，联想当前的核心发展方向围绕AI全栈布局、ISG业务盈利性增长、把握存储价格周期红利 展开，同时依托全球化供应链和终端优势，抢抓AI时代的市场机会。 而郑孝明在采访中提到的一句话，或许比任何财务数据都更值得机构细读："我们不是完全硬件的厂商 了。" 应对存储暴涨 存储芯片的涨价，是2025年全球科技制造业最不可控的变量。 郑孝明对这场涨价潮的描述是"史无前例"。他在采访中说，有史以来没见过涨这么快的，而且还是 ...

Immersion Corporation Receives Nasdaq Staff Determination Letter; Will Seek Hearing & Continued ListingFeb 13, 2026 4:01 PM Eastern Standard Time# Immersion Corporation Receives Nasdaq Staff Determination Letter; Will Seek Hearing & Continued ListingShare---AVENTURA, Fla.--([BUSINESS WIRE])--Immersion Corporation ("Immersion†, the "Company†, "we†, "us†or "our†) (Nasdaq: IMMR), a leading provider of technologies for haptics, today announced that, on February 10, 2026, the Company received a Staff Det ...

While the artificial intelligence industry touts that AI will replace entry-level jobs, not every company is scaling back hiring these positions. In IBM’s case, it’s going all in. Hardware giant IBM plans to triple entry-level hiring in the U.S. in 2026, according to reporting from Bloomberg. Nickle LaMoreaux, IBM’s chief human resource officer, announced the initiative at Charter’s Leading with AI Summit on Tuesday. “And yes, it’s for all these jobs that we’re being told AI can do,” LaMoreaux said. ...

Wall Street's tech unwind accelerated Thursday, erasing more than $500 billion in market value across 10 heavyweight names. But unlike recent pullbacks triggered by broad-based software stocks selloff, Thursday’s fall also hit legacy hardware giants. According to Coinmarketcap.com, here are the 10 largest single-day market cap loss within the tech sector on Thursday:Why Are Tech Stocks Falling?Fears over AI disruption continue to rattle the software sector. The iShares Expanded Tech-Software Sector ETF (NYS ...

在深圳，一个没有大厂背景的普通创业者，仅靠一个想法，就能快速完成融资、产品测试、量产、产品 上市等多个环节。深圳让创业变得更容易，但也让成功变得更难 2025年大年初一，一条消息在深圳政商界传开：某省领导发问——"创新之都不是深圳吗？" 彼时，杭州靠着以DeepSeek、宇树科技为代表的"六小龙"企业集群，以硬科技新形象强势崛起，被称 为"创新之都"。深圳感受到了危机。 接近政府人士称，整个春节假期，深圳市区两级政府取消休假，紧急部署创新创业企业服务行动——一 场关乎城市创新地位的"保卫战"，就此打响。 汪海帆（化名）的AI初创公司，是这场"保卫战"的亲历者。公司估值突破20亿元后，人员扩充，他们计 划搬去更大的办公区。南山区街道办工作人员立刻上门关心："是不是对我们的服务不满意？要不要协 调免租场地？需要帮忙融资吗？" 汪海帆哭笑不得："我们只是搬到对面写字楼，不是要离开南山。" 他几乎每周都要接待一波"客人"：远的有杭州、苏州、常州的招商团队，近的有东莞、惠州的园区负责 人。他们开出的条件一个比一个优厚：亿元级落地奖励、税收返还，甚至承诺代建工厂。 "说不心动是假的。"汪海帆坦言，"但我离不开这里。" 他 ...

Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility ConferenceFeb 10, 2026 10:00 AM Eastern Standard Time# Zebra Technologies to Present at the Citi Global Industrial Tech & Mobility ConferenceShare---LINCOLNSHIRE, Ill.--([BUSINESS WIRE])-- [Zebra Technologies Corporation] (NASDAQ: ZBRA), a global leader in digitizing and automating workflows to deliver intelligent operations, today announced that the company will present at the Citi Global Industrial Tech & Mobility Conference in Mi ...

Joining me now here at the death at the New York Stock Exchange, Jay Woods, chief global strategist, Freedom Capital Markets. So Jay, one of the things you've been paying attention to is the leadership rotation. What does that tell us about where things stand in terms of this bull run we've been paying attention to.>> Yeah, it's healthy, but it's not going to really take us to the heights that we were hoping for. When you look at the headlines, what are making headlines. It's always those Max 7 names, alway ...

因此，其PC相关业务的利润表现最值得市场关注。据联想集团Q2财报显示，其包含个人电脑及其相关 业务在内的智能设备业务集团(IDG)的运营利润率为7.3%，本季度能否延续这一表现备受市场关注。联 想能否通过独特的库存策略抵消成本增量，成为Q3利润端的最大看点。 全球存储芯片行业正迎来前所未有的"超级周期"。AI基础设施需求爆发引发的存储产能"虹吸效应"， DRAM、NAND、HBM(高带宽内存)等核心品类价格飙升。因此，终端设备与基础设施厂商的利润成为 资本市场最为关注的焦点。 本周四(2月12日)，全球最大的个人电脑制造商联想集团(0992.HK)将公布其2025/26财年第三财季(即 2025年第四季度)财报。在被业界称为"存储大爆发"的全球半导体超级周期背景下，这份财报被认为是 资本市场衡量终端设备商与基础设施厂商抵御成本冲击能力的最关键风向标。 分析师指出，联想此次业绩披露不仅关乎其自身的利润水平，更将揭示在全球存储芯片价格非线性飙升 的极端环境下，头部硬件巨头能否利用规模优势和库存策略跨越这一行业周期。 根据彭博社预期，联想集团Q3营收预计将达到约207.6亿美元，较去年同期的188亿美元增长约10. ...

Core Insights - The Shanghai Putuo District Urban Operation Management Center has announced a tender for the construction of a comprehensive management service platform for government models, with a total budget of 18,990,000 yuan [1][3]. Procurement Requirements - **Item One: Software Development** - Quantity: 2 - Budget: 5,730,000 yuan - The project includes the development of application software, which encompasses a government model capability service platform, a gateway service platform, a document indexing and annotation service platform, a technical service portal, and general intelligent application development [2][4]. - **Item Two: Hardware Procurement** - Quantity: 2 - Budget: 13,260,000 yuan - This includes the procurement and installation of AI servers and switch equipment [3][5][6].

Core Viewpoint - The introduction of a new AI automation tool by Anthropic has triggered a significant sell-off in software stocks, leading to a substantial decline in the Goldman Sachs software index, with approximately $2 trillion wiped off since its peak [1]. Group 1: Market Reaction - The sell-off in software stocks has been extensive and is now affecting hardware stocks as well, with notable declines in companies like NVIDIA and Google, while Microsoft has shown a slight rebound [3]. - The negative sentiment surrounding software stocks has become a global phenomenon, indicating a broad market reaction to the current state of the software industry [2]. Group 2: Investor Sentiment - Some investors are beginning to consider this sell-off as a potential buying opportunity, suggesting that a rally could occur if software stocks decline too much, as many are currently in oversold territory [4]. - There is a growing discussion among investors about whether it is wise to attempt to "catch a falling knife" in the current market environment [4].