【环球网财经综合报道】近日，戴尔科技公司上调了长期收入和利润增长预测，预计的年收入复合增长率将从之前的 3%至4%提高到7%至9%，并表示市场对人工智能产品的需求将推动这一强劲增长态势至少持续至2030财年。 戴尔首席执行官迈克尔·戴尔在一份声明中表示："客户渴望人工智能，以及我们提供用于大规模部署智能的计算、存 储和网络。" 戴尔科技公司还将调整后每股收益的年度增长率预期几乎翻了一番，从8%提高到至少15%。 但路透社报道也提到，尽管人工智能服务器的强劲需求提振了戴尔的收入，但竞争加剧以及生产这些产品成本的上升 对利润率构成压力，引发了投资者的担忧。 据路透社报道，随着微软下周结束对Windows 10的支持，预计将迎来强劲的个人电脑更新周期，以维护安全和最新功 能，这将有利于惠普和戴尔等PC制造商。 ...

不同地区的市场情况存在显著差异。IDC数据显示，今年第二季度，美国PC市场出现零增长，世界其他 地区同比增长9%；到了第三季度，IDC统计口径有所调整，其中美洲地区PC市场仅增长1%。而在更早 的第一季度，PC产业链企业为应对关税政策调整曾加快对美国市场的出货节奏，随之带来的是渠道库 存大幅增加。与此同时,消费者支出减弱，这也导致接下来几个季度的增长放缓。 IDC 全球移动设备跟踪项目研究副总裁让・菲利普・布沙尔（Jean Philippe Bouchard）表示："该市场持 续受到美国进口关税冲击与宏观经济不确定性的影响。尽管存在这些因素，但市场对适配Windows 11 的新款个人电脑的需求很可能会持续至2026年。"此前，另一家机构Canalys预计关税影响下2025年美国 PC市场出货量增幅仅约2%。 全球PC出货量持续增长，但美国PC市场被关税"绊住"，需求持续放缓。 北京时间10月9日，国际数据公司（IDC）发布了《全球季度个人计算设备跟踪报告》初步数据，2025 年第三季度全球PC出货量同比增长9.4%，总出货量达 7580万台。 从各家PC厂商的市场份额看，联想集团、惠普、戴尔、苹果、华硕位列 ...

"不沿江、不沿淮、不靠海"，没有禀赋资源，曾经的内陆"腹地"城市合肥，如今在互联网上是名副其实 的"网红城市"，"科里科气"、"芯屏汽合"、"集终生智"，网友们各种调侃背后，反映了合肥紧抓科技这 一"关键变量"、实现产业快速转型升级，在科技与产业深度融合中走出了一条高质量发展之路。 金秋时节，合肥市委网信办主办了"信心合肥"——长三角主流网络媒体调研行活动。扬子晚报/紫牛新 闻记者和长三角的数十家主流媒体记者一起，走进了合肥，几天时间里，记者实地探访了世界制造业大 会现场、合肥合翼航空、亿帆医药（002019）、派能科技等点位，深切感受到合肥以独特的产业投资方 式和科技创新模式，孕育出高质量发展"最大增量"，以科创之城姿态展示出强劲发展势头。 "低空翱翔" 经济新翼 "嗡……"，伴随一声呼啸，在世界最大的城市公园之一——合肥骆岗公园城市空中交通运营中心停机坪 上，电动垂直起降航空器（eVTOL）瞬间升空，旁边的"航站楼"大厅里，售票系统已经就绪，这意味着 普通市民很快将能够体验空中出行。 联想是"制造业皖军"的主力队员，2011年在合肥投资建设的制造基地已经成长为联想全球制造的重镇， 去年全年工业产值达到10 ...

9月26日，消电ETF（561310）盘中回调超3%。 国金证券指出，电子与半导体行业呈现多领域高景气态势。AI-PCB及算力硬件需求强劲，英伟达技术 升级带动PCB价量齐升，多家厂商订单饱满、满产满销并积极扩产，AI覆铜板因海外扩产缓慢，大陆龙 头厂商显著受益，配套设备及上游材料需求同步增长。半导体领域，存储板块受供给端减产及需求端云 计算、消费电子备货推动，DRAM价格预计季增15%-20%，利基型DRAM国产替代加速；晶圆厂稼动率 提升叠加国产替代，半导体材料及设备需求旺盛，设备国产化逻辑强化，刻蚀、薄膜沉积等核心设备厂 商订单弹性显著。 没有股票账户的投资者可关注国泰中证消费电子主题ETF发起联接A（014906），国泰中证消费电子主 题ETF发起联接C（014907）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济 ...

参访团参 可旋转的双面屏电脑，一边是墨水屏幕，一边是数码屏，还有浮雕工艺联名黑悟空系列的定制电脑，炫 酷潮流的产品，让采访团眼前一亮。 据介绍，联宝科技个人电脑年产能达4000万台套，全球每售出8台笔记本电脑，就有1台联宝造，产品行 销全球126个国家和地区。 这是一个国家卓越级智能工厂，也是全球范围内201个"灯塔工厂"之一。"每年四千万台/套的全球订 单，80%以上都是单笔小于5台的定制需求，从接单到交付整个过程小于102个小时。"联宝科技沟通与 宣传部负责人康鹏飞介绍。在高复杂度的供需现状下，联想合肥产业基地应用大数据、云技术、人工智 能等先进技术，实现了计划的高度精准化，排产的智能化，打造与供应商合作共赢的生态协同体系新模 式。 合肥正以一场深入的"智造"革命，重新定义自身在全球产业版图上的坐标。 9月22日至23日，"信心合肥"——长三角主流网络媒体调研行活动举行。活动由合肥市委网信办与智通 财经共同举办，来自长三角的几十家知名媒体走进合肥，实地探访了联宝科技、蔚来汽车、安徽合力叉 车等重点企业，见证了合肥制造业由传统模式向智能新貌的转型成果。 作为长三角城市群的重要成员，合肥正以惊人的速度打造具有 ...

实践案例 文/华夏ESG观察联盟 企业介绍 联想集团是一家全球化企业，2024/25财年全年收入达4985亿元人民币，服务遍布全球180个市场数以百 万计的客户。联想构建从口袋到云端的计算能力，现已拥有包括人工智能赋能、人工智能导向和人工智 能优化的终端、基础设施、软件、解决方案和服务在内的完整产品路线图，包括个人电脑、工作站、智 能手机、平板电脑等终端产品，数据中心、存储、边缘计算、高性能计算以及软件定义等基础设施产 品。联想集团在香港交易所上市（港交所：992）（美国预托证券代号：LNVGY）。 针对处于不同减碳阶段的供应商，联想实施分级管理策略，根据供应商的碳排放管理成熟度、影响力及 实施意愿，提供差异化支持，推动供应链整体气候行动取得实效。该计划目前已推动占采购额96%供应 商设定公开减排目标。 绿色采购方面，联想积极搭建绿电生态联盟，采购碳信用抵消助力产品碳中和认证，以及推行绿色差旅 等举措，在多场景落实减碳行动。2024年，联想在广东开展绿电集采试点，联合4家联想供应商工厂和 联想南方智能制造基地，共采购绿电4600万度绿电，减排约3万吨二氧化碳，并将供应商绿电采购量纳 入供应链绩效考核。 在供应 ...

Group 1 - Lenovo's Hefei manufacturing base has become a key hub for global manufacturing, achieving an industrial output value of 105.7 billion yuan in the previous year [1] - The Hefei base has maintained a leading position in personal computers and smart terminal sectors, while also expanding into servers and motherboards, as well as emerging fields like embodied intelligence [3] - The base has achieved over 100 billion yuan in both industrial output and revenue for five consecutive years, contributing an average of 14 billion yuan annually to the industrial output and creating nearly 100,000 jobs [3] Group 2 - In the first half of this year, despite multiple macroeconomic challenges, the Hefei manufacturing base experienced a year-on-year industrial output growth of 27% and an export growth of 38% [3] - This growth reflects the resilience, vitality, and competitiveness of manufacturing in Anhui province [3]

Group 1 - The report outlines four consumption eras in Japan, highlighting the evolution from state-level private ownership to a focus on sharing and altruism in the fourth consumption era [4][7][19] - The transition from the second to the third consumption society marked a shift from family-based consumption to individual consumption, emphasizing personal preferences and quality over quantity [8][30][40] - The report emphasizes that the current fourth consumption society retains characteristics from the previous three eras, indicating a complex interplay of consumption patterns [10][32][36] Group 2 - The third consumption society is characterized by a significant decline in GDP growth rates, with an average of 4.05% from 1974 to 1990 and only 0.95% from 1991 to 2010, reflecting economic stagnation [30][35] - The report identifies five key features of the transition from the third to the fourth consumption society, including a shift from individualism to social consciousness and from private ownership to sharing [9][57] - The rise of non-profit organizations and shared living arrangements in the fourth consumption society reflects a growing interest in altruism and community engagement among the Japanese population [62][65]

Group 1 - The 2025 Global Service Trade Entrepreneurs Summit focused on the impact of artificial intelligence on service trade development and the demand for inclusive development in the global service trade [1] - Digital technology is empowering service trade, becoming a significant engine for global economic growth and trade development, while challenges such as the digital divide and trade protectionism increase uncertainty and instability [1][4] - The summit featured discussions from companies like Qualcomm and AstraZeneca on the application of digital technologies in industry development and the pathways for promoting inclusive service trade [1] Group 2 - The Ministry of Commerce announced a work plan to support Beijing in piloting the WTO's Electronic Commerce Agreement, aiming for the agreement's implementation in China by the end of 2024 [3] - Since 2012, China's service trade has grown at an average annual rate of 6.7%, with total service trade expected to exceed $1 trillion by 2024, making it the second-largest globally [3] - Digital services exports reached $232.71 billion, accounting for over 50% of total service trade [3] Group 3 - Service trade is becoming a vital pillar of the global economy, with its share in international trade continuously rising, creating more business opportunities for various market players, including SMEs [4] - The Global Service Trade Alliance released the "Global Service Trade Inclusive Development Trend Report 2025," which analyzes the latest trends and structural changes in service trade [5] - The report emphasizes the need for enhanced global digital infrastructure and support for developing countries to strengthen their information security systems and digital platform construction [5] Group 4 - The integration of artificial intelligence is driving technological, model, and scenario innovations in service trade, providing solid support for its continuous development [5] - The importance of avoiding fragmented development and isolated decision-making is highlighted to fully leverage AI's potential in supporting SMEs [6] - Predictive analytics tools based on AI can help businesses with strategic planning and reduce costs in cross-border service delivery, but not all companies benefit equally from this technological transformation [7] Group 5 - Qualcomm's perspective indicates that AI's influence has permeated various industries, with a future focus on hybrid AI architectures that enhance cost-effectiveness and accelerate AI's scalability across sectors [7] - The deep integration of AI with various industries is expected to reshape industrial ecosystems and drive innovation in services, agriculture, and industrial sectors [8]

Group 1 - Morgan Stanley raised HP's target price from $27 to $30 while maintaining an "Overweight" rating [1] - HP's Q3 report indicated strong demand trends in the personal computer (PC) market, which are expected to reduce the risk of downward revisions for fiscal year 2025 performance [2] - For Q3 of fiscal year 2025, HP reported a revenue increase of 3.1% year-over-year to $13.9 billion, exceeding analyst expectations of $13.7 billion [2] - Adjusted earnings per share for HP were $0.75, surpassing the analyst average estimate of $0.74 [2] - HP's personal systems business revenue grew by 6% year-over-year to $9.9 billion, with PC sales also increasing by 6% [2] - The company anticipates continued "mid-single-digit" growth in PC sales for Q4 [2]