第二个趋势是，未来这样的混合式企业智能将融合应用到全球产业的各行各业中。包括高性能计算、人 工智能云、人工智能工厂、企业智能、工业智能甚至机器人智能等，联想与英伟达正在整个企业级智能 市场开展合作。杨元庆表示，这些趋势将为联想与英伟达都带来巨大的增长机遇。 黄仁勋表示，人工智能正在从"生成式AI"向"代理式AI"演进，后者具备更强的解决问题的能力，以及基 于事实进行推理的能力。杨元庆和黄仁勋一致认为，未来人工智能发展的核心机遇在于"混合式人工智 能"。 黄仁勋表示，未来的AI发展将呈现两大趋势。第一，代理式AI系统的应用不再依赖于单一的云端模 型，而是公有云上前沿大模型与企业、个人私有的定制化模型深度融合。这种"融合"需要强大的载体， 这是联想与NVIDIA联手打造的"企业级AI"的用武之地。 展望未来，黄仁勋立下新"Flag"：双方的合作"没有理由在未来两年内不能再扩大五倍"。这是他基于对 AI基础设施建设的乐观预判。 他解释，现在每家企业都在使用AI，每个行业都将构建在AI之上，每个国家都在建设人工智能基础设 施。英伟达把整个系统架构升级为机架级计算机是一个巨大技术进步，把Token的效能提升了10到15 ...

Market Overview - US stock index futures rose before the market opened, with Dow futures up 0.39%, S&P 500 futures up 0.88%, and Nasdaq futures up 1.34% [1] - European indices also showed positive movement, with Germany's DAX up 0.13%, UK's FTSE 100 up 0.05%, France's CAC40 up 0.63%, and the Euro Stoxx 50 up 0.50% [2][3] Commodity Prices - WTI crude oil increased by 0.40% to $62.09 per barrel, while Brent crude oil rose by 0.26% to $64.49 per barrel [3][4] Corporate News - Nvidia (NVDA.US) reported Q1 revenue of $44.1 billion, a 69% year-over-year increase, with data center revenue at $39.1 billion, up 73% year-over-year [11] - Salesforce (CRM.US) exceeded Q1 expectations with revenue growth of 8% to $9.8 billion and raised its revenue guidance for FY2026 [12] - C3.ai (AI.US) reported a 26% increase in revenue to $10.87 million for Q4 FY2025, with a positive outlook for FY2026 [13] - HP (HPQ.US) lowered its full-year earnings forecast due to tariff costs and economic weakness, with Q2 revenue of $13.2 billion, exceeding expectations but EPS falling short [14] - Li Auto (LI.US) reported a net profit of 647 million RMB for Q1 2025, a 9.4% increase year-over-year, with total vehicle deliveries of 92,864 units [15] - Futu Holdings (FUTU.US) saw Q1 revenue grow by 81.1% to 4.695 billion HKD (approximately $603 million), with net profit increasing by 97.7% [16] Economic Data and Events - Upcoming economic data includes the revision of the US Q1 GDP annualized rate and initial jobless claims for the week ending May 24 [17]