本报讯 1月6日至9日，被誉为"科技春晚"的2026年国际消费电子展（CES2026）在美国拉斯维加斯举行。本届 展会聚焦AI芯片、算力与终端创新等，汇聚了全球科技巨头企业，并揭晓新一年AI发展的新趋势。 作为全球领先的AI终端、AI基础设施及AI方案服务提供商，联想集团有限公司（以下简称"联想"）不 仅全方位展示了个人AI与企业AI的最新成果，还举办了规模空前的联想创新科技大会，与英伟达、 AMD、英特尔等顶级科技企业代表共探前沿技术，引领AI奔涌的下一站，并加速推动AI普惠。 联想负责人认为，混合式AI将是大势所趋，是打造个性化、多样性AI，加速AI向实的必然路径。联想 中国区作为集团混合式AI的先锋军，在个人AI和企业AI领域双线推进，取得了丰硕的实践成果。 混合式AI从首倡到业内共识 当前，以通用大模型、智能体为代表的AI技术发展迈入重要的里程碑阶段，AI在重塑人们的生产和生 活中越来越发挥关键性的作用。 本次创新科技大会上，联想再度联合英伟达推出"联想人工智能云超级工厂"合作计划，助力客户极大缩 短AI部署时间的同时迅速扩展部署规模，将AI基础设施真正推向产业化。 联想集团高级副总裁、中国方案服务业 ...

12月28日晚，厦门国博会议中心的舞台被灯光与算力点燃。财经作家吴晓波以一场名为《AI闪耀 中国》的科技人文秀，为2025年的中国商业界画下了一个深刻的感叹号。 当8岁女孩与具备灵敏触觉的机器人共同弹奏起《花开在眼前》，吴晓波缓步上台。在长达三个半 个小时的演讲中，他褪去感性的外衣，以大量的一线调研数据和敏锐的商业洞察，拆解了人工智能如何 从"实验室的幻影"化身为"大地的工具"。 以下为吴晓波科技人文秀演讲的"十大闪耀点"整理： 一、 AI三要素：中美竞赛格局 吴晓波指出中美成为全球AI竞赛的唯二主角。美国侧重算力基建、闭源大模型及"从0到1"的原创创 新；中国则凭借全球最大的制造能力(电力装机、制造产能优势)和应用市场，侧重开源大模型及"从1到 N"的产业化应用。 ，2025年1月15日是中国AI的"斯普特尼克时刻"。中美在大模型能力上的差距已从去年的20%急剧 缩小至0.3%。中国正凭借全球最丰富的场景，开启一场应用层的降维打击。 二、多模态，内容生产新革命 吴晓波表示，智能体(Agent)工具的普及让"人人拥有专属AI助手"成为现实。AI将重塑人的知识管 理。飞书智能体极大提升了办公效率，联想则通过"端 ...

新华财经北京12月30日电（记者王艳刚）联想集团副总裁、中国首席战略官、中国技术管理委员会执行 主席阿不力克木·阿不力米提（简称"阿木"）近日在2025联想天禧AI生态伙伴大会上表示，个人AI是下 一个阶段创新和普惠的关键方向，个人AI要实现规模化、可信赖、可持续演进，需要全产业链协同共 建。 IDC数据显示，2025年，了解过智能体的中国用户占比提升了24个百分点，实际使用过智能体的用户占 比逼近50%。 阿木强调，个人AI的崛起正在重塑产业架构，正形成以个人为中心的、分布式的"整合层、服务层、能 力层"三层架构。整合层将个人超级智能体、AI终端和可信的个人云进行深度整合，并交付于用户；服 务层是围绕着学习、工作、出行、娱乐、生活等各类场景，由个人超级智能体调度后直接交付；能力层 则包括模型厂商、算力厂商、操作系统厂商、安全保障服务提供商，以及广泛的设备技术和感知组件创 新厂商，提升个人超级智能体及个人云的运行效率。 目前，Intel、AMD、高通、联发科、苹果、英伟达等厂商不断推出面向AI推理优化的新一代芯片，更 大算力支持多模态、连续记忆和个性化服务，为个人AI的落地提供坚实支撑。 基于对个人AI产业发 ...

12月28日晚，厦门国博会议中心的舞台被灯光与算力点燃。财经作家吴晓波以一场名为《AI闪耀中 国》的科技人文秀，为2025年的中国商业界画下了一个深刻的感叹号。 当8岁女孩与具备灵敏触觉的机器人共同弹奏起《花开在眼前》，吴晓波缓步上台。在长达三个半个小 时的演讲中，他褪去感性的外衣，以大量的一线调研数据和敏锐的商业洞察，拆解了人工智能如何 从"实验室的幻影"化身为"大地的工具"。 以下为吴晓波科技人文秀演讲的"十大闪耀点"整理： 一、AI三要素：中美竞赛格局 吴晓波指出中美成为全球AI竞赛的唯二主角。美国侧重算力基建、闭源大模型及"从0到1"的原创创新； 中国则凭借全球最大的制造能力（电力装机、制造产能优势）和应用市场，侧重开源大模型及"从1到 N"的产业化应用。 2025年1月15日是中国AI的"斯普特尼克时刻"。中美在大模型能力上的差距已从去年的20%急剧缩小至 0.3%。中国正凭借全球最丰富的场景，开启一场应用层的降维打击。 二、多模态，内容生产新革命 AI多模态技术正颠覆内容产业，如AI漫剧制作周期缩短80%以上，成本下降60%-90%。通过文生图、动 捕技术和数字人，硅基人类的内容生产能力将达到碳基 ...

5 月 11 日，福布斯中国发布了 2025 年人工智能科技企业 TOP 50 榜单。这份权威评选聚焦中国 AI 产业 核心赛道，依据技术创新能力、市场表现、成果应用及实际影响、团队与文化、投融资情况、长期愿景 和战略规划等多个维度进行综合考评。联想集团凭借其前瞻性的战略布局和卓越的执行力，成功入选这 份权威榜单，成为中国 AI 产业的核心代表。 值得注意的是，联想集团董事长兼 CEO 杨元庆因其对科技实业的坚守和带领联想集团智能化转型、推 动科技普惠的领航者实践，最近登上了《中国企业家》杂志 "2025 年度影响力企业家 " 榜单。杨元庆以 " 科技普惠 " 为初心，强调要推动 AI 技术普惠大众，这正是联想 " 全栈 AI" 战略的核心理念所在。联想 的目标是让 AI 不仅仅是少数企业的专属，而是能够被广泛应用于千行百业，让个人和企业都能从 AI 技术中受益。 在基础设施领域，联想构建了 " 一横五纵 " 的 AI 基础设施产品与方案组合。其中，行业领先的 " 海神 （Neptune）" 温水水冷技术，有效解决了 AI 计算高功耗的难题，实现了绿色算力。通过与英伟达、英 特尔等全球顶尖伙伴的战略合作，联想 ...

21世纪经济报道记者孔海丽 近期科技圈弥漫着两种截然不同的情绪，一种是资本市场对"AI泡沫"破裂的隐忧，另一种是存储芯片成 本上涨引发的连锁反应。 在充满不确定性的当下，联想集团发布了2025/26财年第二财季业绩，营收1464亿元，同比增长15%； 净利润36.6亿元，同比增长25%，利润增速超越营收增速。 尤其值得注意的是，联想集团首次披露了AI业务占比，达到30%，同比提升13个百分点。 财报电话会上，联想集团董事长兼CEO杨元庆明确表示，AI不存在泡沫，需求将会持续增长，针对存 储芯片涨价问题，杨元庆透露，联想已具备成熟的应对机制。 当外界还在争论大模型是否过热、硬件厂商能否分得AI一杯羹时，联想的"含AI量"已经到了30%， 其"混合式人工智能"的战略，已经开始产生实质影响力。 30%的含义，从"账本"到"证明" 过去两年，关于AI的讨论往往滞留在"算力军备竞赛"的宏大叙事中。然而，对于投资者而言，技术只有 转化为营收，才具备商业意义。 本季度，联想集团的一大动作是首次拆解并披露了AI业务的收入构成。强烈的信号意义在于，AI不再 是辅助性的营销概念，而是成为了支撑业绩的核心支柱。 30%意味着在联想 ...

Core Insights - The article emphasizes that the Chinese smart terminal market is entering an AI-native era, where AI will reshape core values and interaction methods, driving deep innovation across ecosystems, scenarios, and categories, becoming a key engine for economic transformation and industrial upgrading [1][3]. Industry Trends - IDC predicts that by 2026, the shipment volume of smart terminals in China will exceed 900 million units, with traditional AI terminal penetration expected to surpass 93% by 2027, reflecting a 4% year-on-year growth [3]. - The transition from demographic dividends to "AI dividends" positions smart terminals as crucial carriers of new productive forces [3]. - The integration of AI with cutting-edge technologies like embodied intelligence, quantum technology, and 6G will drive the emergence of new economic models and innovations [3]. Company Performance - Lenovo has established a strong foothold in the AI terminal market, leading the global PC market with a shipment of 19.4 million units in Q3 2025, capturing a market share of 25.5% [4]. - Lenovo's AI PC business continues to lead globally, supported by its unique AI-native technology system and strong competitiveness in both consumer and commercial sectors [4]. Product Innovations - Lenovo's enterprise-level super intelligent agent, launched in May 2025, has generated revenue of 1.89 billion yuan, supporting over 1 million interactions daily and significantly improving user engagement and order conversion rates [5]. - The company is also focusing on emotional interaction, with over 40% of users expecting smart terminals to provide emotional support, shifting from function-oriented to understanding-oriented interactions [7]. Global and Local Strategies - Lenovo's global strategy includes a distributed manufacturing network across 11 countries, enhancing local delivery and reducing trade barriers, which has led to significant revenue growth in overseas markets [9]. - The company is exploring new terminal forms and vertical scenarios, such as AI notebooks and personalized learning agents, to capture growth in the education sector [10]. Supply Chain and Efficiency - Lenovo's AI-driven supply chain management has improved initial failure rates by 45% over five years, showcasing the effectiveness of its innovative quality management practices [12]. - The integration of AI across the entire value chain has led to enhanced marketing, sales, and service efficiencies, with significant improvements in customer engagement and service response times [12]. Competitive Landscape - IDC highlights that the core competitiveness of AI-native terminals will be defined by natural interaction, diverse forms, and scenario-based solutions, which Lenovo is addressing through its hybrid AI strategy [13]. - As the AI-native era accelerates, Lenovo's AI terminal business is expected to continue leading the market, setting a benchmark for Chinese smart terminal companies on a global scale [13].

Core Insights - The article emphasizes that the Chinese smart terminal market is entering an AI-native era, where AI will reshape core values and interaction methods, driving deep innovation across ecosystems, scenarios, and categories, becoming a core engine for economic transformation and industrial upgrading [1][2] Industry Overview - IDC predicts that by 2026, the shipment volume of smart terminals in China will exceed 900 million units, with traditional AI terminal penetration expected to surpass 93% by 2027, reflecting a 4% year-on-year growth [2][3] - The transition from demographic dividends to "AI dividends" positions smart terminals as crucial carriers of new productive forces [2] - The integration of AI, computing power, and data elements, supported by policy, will drive new economic models and innovations, making AI a key tool for enterprises to enhance productivity [2][3] Company Positioning - Lenovo has established a strong competitive barrier in the smart terminal sector, leading the global PC market with a shipment of 19.4 million units and a market share of 25.5% in Q3 2025 [3] - Lenovo's AI PC business continues to lead globally, supported by its unique AI-native technology system and strong competitiveness in both consumer and commercial sectors [3] Product Innovations - Lenovo's enterprise-level super intelligent agent, launched in May 2025, has generated revenue of 1.89 billion yuan, supporting over 1 million interactions daily and significantly improving user engagement and order conversion rates [4] - The Tianxi personal super intelligent agent enhances user experience by providing proactive services and seamless collaboration across multiple devices [5] Market Trends - The demand for AI terminals is expected to drive significant growth in the smart service robot market, with a projected growth rate of 54% by 2026 [6] - Lenovo's global operations leverage a distributed manufacturing network to enhance local delivery and efficiency, significantly reducing delivery times and increasing market competitiveness [6][7] Strategic Initiatives - Lenovo is exploring new terminal forms and vertical scenarios, including AI notebooks and personalized learning agents, to capture growth in the education sector [7] - The company is also enhancing its supply chain efficiency through AI-driven quality management and intelligent supply chain control, leading to a 45% improvement in initial failure rates over five years [8] Competitive Landscape - IDC highlights that the core competitiveness of AI-native terminals will be defined by natural interaction, diverse forms, and scenario-based solutions, which Lenovo is addressing through its hybrid AI strategy [9] - Lenovo's integration of technology innovation, product deployment, ecosystem collaboration, and global capabilities positions it as a benchmark for Chinese smart terminal companies aiming for global expansion [9]

Core Insights - The focus of the AI industry is shifting from technological breakthroughs to practical applications, driven by increasing policy support and market demand [1][5][6] - The release of the recent government policy is expected to accelerate the commercialization of AI technologies and products, marking a transition in capital markets from speculative investments to tangible applications [1][6][9] Industry Development - 2023 is seen as a pivotal year for AI application deployment, with McKinsey predicting that by 2025, inference will account for over 80% of AI computing power consumption, while training will drop below 20% [2] - The AI industry is transitioning from general application layouts to deep exploration of specific scenarios, with leading companies like Lenovo making significant advancements in various sectors such as healthcare [10][16] Market Trends - The demand for AI applications is evolving, with a shift from cloud and platform investments to AI-native solutions that deliver measurable business outcomes [12] - The market for AI technology applications in China is projected to reach approximately 580 billion yuan by 2025, with a compound annual growth rate of over 25% [5] Company Innovations - Lenovo has upgraded its AI capabilities significantly, launching the Tianxi personal super intelligent agent and enhancing its functionalities to better meet user needs [3][13] - The company is adopting a "service-first" model for GPU services, which is expected to reduce deployment costs by 20-30% over three years while improving AI workload performance by up to 30% [15] Investment Opportunities - The recent policy changes are expected to create a favorable environment for companies focusing on AI application scenarios, potentially leading to improved profitability and increased capital interest [6][9] - Companies that align their strategies with the newly defined application scenarios in the policy are likely to attract more investment and achieve higher valuations [9][16]

Core Insights - Lenovo Group has established the Lenovo Shanghai Fund with an initial scale of 1 billion RMB, focusing on cutting-edge technology and future industry sectors to drive innovation and capital infusion for technology transformation and industrial upgrading [1][2] - The CEO of Lenovo, Yang Yuanqing, emphasized that future AI will center around individuals and enterprises, necessitating a shift towards personalized and diverse intelligent forms, which requires breaking the limitations of single models and ecosystems [1][2] Group 1 - The Lenovo Shanghai Fund aims to integrate capital, industry, and research resources, enhancing Lenovo's full-chain layout in the AI industry while providing support for cutting-edge technology enterprises in Shanghai and nationwide [2] - Lenovo's venture capital arm has invested in over 300 innovative technology companies over nine years, with nearly 50% of these being recognized as "specialized and innovative" enterprises at the national and provincial levels [2] - The establishment of the Lenovo Shanghai Fund is expected to deepen Lenovo's mixed AI strategy and contribute to Shanghai's development as a hub for future industry innovation [2] Group 2 - Lenovo's "Tianxi Personal Super Intelligence" launched in May 2023 has achieved an average weekly active user rate of 40%, indicating strong engagement in the personal intelligence sector [1] - The company plans to advance a "one body, multiple ends" strategy in personal intelligence, developing various intelligent terminal forms and continuously enriching the application ecosystem [1] - In the enterprise sector, Yang Yuanqing predicts the emergence of "enterprise intelligent twins" through the coordination of multiple intelligent entities across value chain segments and vertical industries [1]