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“人工智能+”行动意见发布 联想以超级智能体迎接AI大时代
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-27 10:09
转自:新华财经 新华财经北京8月27日电(记者王艳刚)国务院日前印发的《关于深入实施 "人工智能+"行动的意见》(以下简称《意见》)提出,到2027年,率先实现人 工智能与6大重点领域广泛深度融合,新一代智能终端、智能体等应用普及率超 70%;到2030年,我国人工智能全面赋能高质量发展,新一代智能终端、智 能体等应用普及率超90%,智能经济成为我国经济发展的重要增长极,推动技术普惠和成果共享。 联想集团执行副总裁兼中国区总裁刘军表示,从2017年起联想就把助力中国智能化转型作为使命,前瞻性布局AI。2025年是超级智能体元年,联想正聚焦 混合式AI战略,锚定个人智能和企业智能,加速AI普惠的进程。 联想在2025年创新科技大会上发布超级智能体(联想集团提供) 近年来,联想集团凭借在人工智能领域的前瞻性布局,率先发布了面向个人、企业和城市的超级智能体,联想超级智能体正通过AI终端、AI基础设施和AI 解决方案与服务的落地实践,为"人工智能+"行动添加生动的"注脚"。 个人智能:助力"人工智能+"消费提质 《意见》提出,要推动智能终端"万物智联",大力发展智能网联汽车、人工智能手机和电脑等新一代智能终端。 在个 ...
大模型性能提升带动算力需求激增,港股AI标的下半年仍是“最佳配置”
Sou Hu Cai Jing· 2025-06-12 02:38
Group 1: AI Market Growth - The emergence of domestic large models like DeepSeek is accelerating the transition of AI from technology to commercial application, driving growth in the computing infrastructure market [1] - According to IDC, global AI IT investment is projected to reach $315.8 billion in 2024 and grow to $815.9 billion by 2028, with a compound annual growth rate (CAGR) of 32.9% [2] - China is expected to lead the Asia-Pacific AI market, accounting for over 50% of the region's total AI spending, with investments projected to exceed $100 billion by 2028 and a CAGR of 35.2% [3] Group 2: AI Infrastructure and Demand - The rapid performance improvement and significant cost reduction in AI models are creating new market opportunities and lowering barriers for users [5] - The demand for AI computing power is expected to continue rising, with China's intelligent computing scale projected to reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028 [5] - The liquid cooling server market in China is anticipated to grow significantly, reaching $2.37 billion in 2024, a 67% increase from 2023, with a CAGR of 46.8% from 2024 to 2029 [6] Group 3: Lenovo's Positioning - Lenovo Group is strategically positioned in the computing infrastructure sector, leveraging its "computing gene" to capitalize on the AI wave [6][9] - The company's server business has seen robust growth, with ISG revenue increasing by 63% and achieving profitability for two consecutive quarters [9] - Lenovo's focus on green computing solutions not only reduces operational costs for clients but also supports AI training and data processing effectively [9]
机构建议重塑港A配比,港股AI龙头成配置核心标的
Sou Hu Cai Jing· 2025-05-29 08:59
Group 1: Market Outlook - The Chinese equity market is expected to enter a bull market at an annual level starting from Q4 2025, with a significant shift in market style from small-cap stocks to core assets [1] - The Hang Seng Technology Index has seen a substantial increase in total market capitalization, indicating a recovery in market confidence towards Chinese technology assets [3][4] - The valuation levels of Chinese technology stocks remain at historical lows, suggesting significant upside potential [5][6] Group 2: Policy and Economic Factors - Policy support in technology sectors, particularly in AI, 5G, and cloud computing, has increased, contributing to the rise of Hong Kong technology stocks [4] - The Hong Kong Monetary Authority injected a total of 116.614 billion HKD into the market, enhancing liquidity [4] - The gradual implementation of public fund reforms is expected to shift institutional investors' focus towards core companies rather than chasing industry trends [4][8] Group 3: Company-Specific Insights - Lenovo Group is positioned to benefit significantly from the upcoming bull market due to its mixed AI strategy and market advantages in AI PCs, enterprise manufacturing transformation, and edge computing [1][9] - Lenovo leads the global AI PC market and is expanding its smartphone business, achieving profitability and increasing market share in various regions [9][11] - Lenovo's infrastructure business has seen a 63% revenue growth, indicating strong demand for AI-related infrastructure [11] Group 4: Future Growth Potential - The widespread application of AI is projected to enhance the profitability of Chinese enterprises over the next five years, positively impacting stock valuations [6] - Lenovo's mixed AI strategy aims to create a comprehensive AI solution library, supporting enterprises in achieving intelligent applications [12] - Investment institutions recognize Lenovo's strategic positioning in AI as a key driver for future growth, with many giving "buy" or "hold" ratings [12]
贸易战下的产业韧性(一):被关税“重压”出来的本土充沛算力资源
3 6 Ke· 2025-05-11 23:27
Core Viewpoint - The domestic computing power industry in China is undergoing a rational return, focusing on optimizing existing resources rather than building new infrastructure due to supply chain and cost pressures exacerbated by US-China trade tensions and AI chip export controls [1][6]. Group 1: Current Challenges - The computing power infrastructure construction is facing significant supply chain and cost pressures, leading to a shift from "building new" to "utilizing existing" resources [1]. - The industry has seen a slowdown in growth, with recent reports indicating a trend of reduced investment in computing power infrastructure projects [2]. - A large portion of existing computing power resources is underutilized, with many data center servers showing average utilization rates as low as 5-10% [10]. Group 2: Policy and Structural Changes - The government is implementing "window guidance" for computing power infrastructure projects to promote a unified national computing power network and address resource allocation issues [2]. - A nationwide assessment of computing power resources is underway, which may lead to a redistribution of resources and a restructuring of the industry [4][6]. Group 3: Industry Adaptation and Innovations - Companies are focusing on improving computing power utilization rates, with reports indicating that the overall utilization rate of existing intelligent computing centers is only 32% [7]. - Innovations such as Lenovo's heterogeneous computing platform and Baidu's AIAK suite are being developed to enhance the efficiency of computing power usage [9]. - The industry is evolving from a simple resource supply model to a more intelligent computing platform that supports diverse AI applications and real-time resource allocation [9].
政策驱动AI价值重估,AI龙头商业变现潜力释放
Cai Fu Zai Xian· 2025-04-28 06:56
Core Insights - Artificial intelligence (AI) is a significant driving force behind the current technological revolution and industrial transformation, particularly in the context of major power competition [1] - The AI industry chain is gaining attention due to favorable policies, with Lenovo Group expected to benefit from its hybrid AI strategy in areas such as AI PC iteration, enterprise transformation, and edge computing [1] Industry Overview - The investment opportunities in the AI sector are becoming more prominent, supported by increased government policies and private sector confidence, particularly in AI, 5G, and cloud computing [3] - The Chinese market is experiencing significant growth in technology spending, with global IT spending exceeding $5 trillion in the previous year, reflecting a 7.5% year-on-year increase [3] - Global AI IT investment is projected to reach $315.8 billion in 2024 and grow to $815.9 billion by 2028, with a compound annual growth rate (CAGR) of 32.9% [3] - The generative AI market is expected to grow at a CAGR of 63.8%, reaching $284.2 billion by 2028, accounting for 35% of the total AI market investment [3] Company Focus - Lenovo Group is focusing on a hybrid AI strategy, emphasizing smart terminals, AI-driven infrastructure, and AI-native solution services, which positions the company for long-term growth [6] - Lenovo leads the global AI PC market and is innovating with various device forms, maintaining a 5% lead over the second-place competitor in the personal computer market [8] - The company has established a robust AI infrastructure, including a heterogeneous computing platform, to provide reliable AI infrastructure solutions [8] - Lenovo's solution services have seen high growth, with multiple general solutions and vertical industry solutions launched since the introduction of its hybrid AI advantages [9] Market Position and Future Outlook - Analysts view Lenovo Group's strategic layout in hybrid AI as a significant advantage, with expectations for growth in the new fiscal year [9] - The ongoing policy support highlights the strategic importance of AI in economic development, indicating that AI will increasingly penetrate various sectors of the economy [9] - Lenovo's stable financial performance and long-term strategy in the AI field are recognized by investment banks, suggesting a larger market growth potential in the future [9]
AI普惠・生态共融|联想AI工作站生态合作沙龙圆满落幕
36氪· 2025-04-19 12:48
聚焦AI生态共建,铺平智能化转型道路, 共绘AI普惠蓝图。 联想AI工作站营销总经理陆远、英伟达半导体架构师宋毅明、联想"擎天"AI技术中心高级总监顾旭光、联想创投高级投资总监叶帅民、 联想政企业务AI PC总经理万扬 等行业专家,及来自各个领域企业代表齐聚现场。 联想AI工作站营销总经理陆远 介绍了联想依托全栈AI战略构建的"端边云网智"布局:端侧以"天禧个人智能体系统"为核心打造AIPC产品;云端通过"万全 异构智算平台"覆盖服务器、存储、数据网络等方面;服务端则以"擎天"智能IT引擎提供行业智能体解决方案。陆远强调,联想算力产品矩阵丰富,端侧覆 盖多档位算力需求,联想AI工作站可支持从7B-70B大模型的AI推理应用,凭借英伟达Ada系列GPU实现2小时快速部署,"静"享AI算力。联想AI工作站能够 满足企业在大模型私有化部署时的三大需求:保障企业数据安全,快速验证投入产出,快速搭建环境及保障资产安全。 在生态合作方面,陆远介绍到,联想为生态伙伴提供三种合作模式:搭载联想算力底座、通过联合品牌模式获联想营销资源支持以及以联想品牌整合产品纳 入核心销售体系。 英伟达半导体专业可视化团队架构师宋毅明 分享了 ...