摘要：碳基员工与硅基智能体协同作战，联想的AI实践正从内部流程改造延伸至千行万业。 作者 于浩 编辑 董雨晴 "智能体已超200个，正形成可相互调用、自动执行的智能体网络。"联想集团高级副总裁、中国区首席 战略官阿不力克木·阿不力米提（下文简称阿木）在2026CES现场的媒体问答环节透露，联想内部已大 规模应用智能体重构业务流程。 一、 联想的AI转型与组织变革 在业内看来，2026年被视为AI规模化落地的关键年份。作为最早布局AI的科技企业之一，联想正将其 在实践中验证的"内生外化"模式推向市场。从个人端的天禧AI到企业级的乐享超级智能体，联想构建了 完整的AI产品矩阵。 联想已在其全价值链（研发、生产、供应链、财务、人力、法务等）应用L1、L2级智能体及部分L3级 自主执行智能体。智能体之间形成网络效应，可相互调用、自动执行，大幅提升运营效率。 人才与文化转型是最大挑战。联想在务实层面引入AI产品经理、架构师、知识工程师等专业人才，同 时对全员开展AI培训；在务虚层面推进文化革新，鼓励员工尝试新工作方式，提供容错空间。 二、全栈AI技术产品与战略布局 联想集团高级副总裁、中国方案服务业务群总经理戴炜分享了 ...

2025年最后一周，科技圈的日历几乎已经被智能体填满。 12月30日，科技巨头Meta以数十亿美元收购AI智能体Manus的母公司蝴蝶效应，引发了市场对于智能体 的关注。 阿木称，"天禧AI正嵌入联想AI PC、AI手机、AI平板以及AIoT等多类终端，给用户带来全新的超级智 能体的AI体验。 天禧AI建设进程之所以引发市场关注，在于此前曾有消息称联想计划与豆包联合打造AI手机，但并未 获得官方的确认。 信风注意到，联想中国区天禧AI生态事业部总经理陈学桂却在此次大会上，将天禧与豆包进行对比， 凸显天禧的安全性。 陈学桂指出，12月份豆包手机的发布引发了行业对于调用能力讨论，其泛化的跨APP操作能力确实令人 印象深刻。但是现行版本部分设计也引起了行业的广泛讨论。 但在天禧的架构设计中，其可信计算平台从底层设计实现了算力数据的全安全。第一，天禧基于硬件级 的加密安全格局，实现算法与数据的物理隔离，杜绝非法访问；第二，天禧采用了同态加密技术，让数 据可用但不可见，计算过程不会泄露原始数据；第三，天禧通过透明的安全计算制度，每一步的操作均 可验证。 国内各大厂也在近期密集推出了自己的智能体。 钉钉发布了自称是全球首 ...

据白皮书数据显示，2025年中国市场超过65%的终端用户在使用智能体时，最关心"个人数据安全与隐 私保护"。联想中国区天禧AI生态事业部总经理陈学桂现场表示，基于个人AI主权的可信安全，会实现 用户数据从采集、存储到使用的全生命周期安全保护，彻底解决智能体普及的核心信任瓶颈。 责任编辑：何俊熹 12月31日消息，联想和权威研究机构IDC近日深度解读双方发布的《个人AI产业定义、产业架构与发展 趋势白皮书》（以下简称"白皮书"）。"我们正处于从'公共AI'转向'个人AI'的关键转折点，大量人工智 能技术以AI智能体形态落地，大家真正感受到了AI技术的魅力所在。"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（以下简称"阿木"）这样总结AI产业的发展 趋势。 IDC数据显示，了解过智能体的中国用户占比在今年提升了24%，实际使用过智能体的用户占比已接近 50%。但同时，人们越来越意识到，公共AI因个人化不足、隐私数据保护存疑、跨平台调度能力受限等 问题，服务逻辑本质上仍是"面向所有人"的平均化供给，用户真正需要的并不是通用解，而是"可托付 的AI双胞胎"。 阿木以"出行方式"比 ...

新浪科技讯 12月29日晚间消息，近日，在2025联想天禧AI生态伙伴大会（LTPC 2025）上，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·阿不力米提指出，联想及众多AI开 发者已形成行业共识，个人AI是未来创新和普惠的关键方向。在个人AI领域联想的战略是"天禧AI 一体 多端"，其核心愿景是，让每一个人拥有自己的智能双胞胎（AI Twin），让它成为"听你所听，看你所 看，思你所想，行你所愿"的AI队友。 为了实现这一愿景，联想正在从四个方面积极推进。第一，以"人"为中心，体现为个人超级智能体，即 天禧AI，它代表用户的个体利益；第二，采用"AI终端+可信个人云"的新型混合架构，解决用户信任、 成本、响应速度等问题，提供权力可控、可管理的模型能力；第三，具备跨平台生态、跨OS的连接能 力，突破服务壁垒；第四，基于"个人AI主权"的可信安全，让数据、知识和记忆真正归个人所有，算力 可弹性配置且全程加密计算。 据介绍，三年来天禧AI生态持续壮大，月活跃用户已突破 2.8亿，其中18-24岁大学生与25-34岁职场人 为核心客群，占比超过70% 。依托庞大的用户基数，2025年分发 ...

Core Insights - The event "AI Shining China 2025" highlighted the importance of creating an "end-cloud integration" AI experience to build personal superintelligent agents [1] Group 1 - Wu Xiaobo emphasized the need for seamless interaction and local processing capabilities in AI PCs, showcasing Lenovo's first AI PC with five key features that exceed expectations in response speed [3] - Lenovo has established over 30 manufacturing bases globally to rapidly develop AI products in the AI era [3] Group 2 - The Tianxi personal superintelligent agent (Tianxi AI) is embedded in various devices such as AI PCs, smartphones, tablets, and AIoT, utilizing a personal model and a comprehensive knowledge base [3] - Tianxi AI can record user interactions across different devices, deeply understand user habits, and autonomously manage tasks and execution [3] - The Tianxi AI 3.5 personal knowledge base enhances fragmented information into a unified personal knowledge graph through precise content extraction and intelligent knowledge association [3]

新浪科技讯 12月29日上午消息，12月28日晚，"AI闪耀中国2025·吴晓波科技人文秀"举办，财经作家、 巴九灵创始人吴晓波发表演讲。吴晓波指出，只有打造"端云一体"AI体验，才能真正构建每个人的超级 智能体。 吴晓波回忆道，2024年自己第一时间走进联想门店亲身体验全球首款具有"五大特性"的AI PC，自然交 互流畅直观，本地文档自动归纳总结、图片创意生成等操作无需依赖云端，响应速度远超预期。联想在 全球布局超过30个制造基地，才能在AI时代第一时间打造AI产品。 吴晓波称，联想历经四十年发展，三次引领 PC代际升级，在智能革命的AI时代，联想不仅提供端云一 体互联体验和可信安全保障，用户个性化体验触手可及，更让智能真正融入日常的每一个角落。未来天 禧AI将向着专家型智能体持续进化，最终实现超越人类专家水平的全面自主的人工智能双胞胎，为用 户的个性化主动服务。 据介绍，天禧个人超级智能体（即"天禧AI"）内嵌在AI PC、AI手机、AI平板、AIoT等终端，依托个人 专属模型与全域知识库，不仅能全时空记录用户在不同终端的交互历史，更能深度理解用户习惯自动分 解任务和编排执行。天禧AI的超级互联打破设备边 ...

从"设备AI"到"个人AI"的关键跨越，不仅预示着技术形态的演进，更将深刻重塑产业格局与生态系统。 近日，联想集团携手权威机构IDC发布行业首个《个人AI产业定义、产业架构与发展趋势白皮书》，不 仅为产业发展提供了框架性指导，更印证了天禧AI的前瞻性布局实践，助力推动AI普惠落地。 在这个AI变革的新世界里，技术将隐入幕后，"人"将回到舞台中央。当AI成为底层能力，终端设备应该 如何自然地服务于用户？联想创新科技大会Tech World将在1月份CES2026上定义方向。 对AI的探索，从来不是浅尝辄止的奔赴，更无既定终局的边界。从技术萌芽到产业深耕，这场跨越创 新的征途步履不停。而AI时代的持续叩问——如何让智能更懂人、服务于人，正随着天禧AI等成果的 闪耀落地，逐渐走向明晰且充满温度的未来。 此外，天禧AI构建了"终端本地加密+个人云加密"的可信安全架构以保护个人隐私数据，其端云加密方 案已获得中国信通院颁发的行业首张生成式AI安全"卓越级"认证，为用户数据提供国家权威认可的全链 路保护。天禧AI正从"AI助手"进化到每一个人的"AI队友"，让每一次互动从一次简单的对话转变为一段 值得信赖的关系，恰是"A ...

Investment Rating - The report maintains a "Buy" rating for key companies in the communication sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, indicating strong growth potential in the upcoming years [8]. Core Insights - The communication industry is expected to experience high growth, with many companies likely to release annual performance forecasts that exceed a 50% year-on-year increase in net profit, reflecting robust market demand and solid positions of leading companies [2][5][24]. - The report emphasizes the importance of returning to performance fundamentals as the year-end approaches, with January being a critical period for performance forecasts that will set the growth tone for the first half of the following year [1][18]. Summary by Sections Investment Strategy - The report suggests focusing on performance fundamentals and highlights the importance of the upcoming earnings forecasts as a key observation window for investors [1][18]. - Recommended sectors include computing power, optical communication, and satellite communication, with specific companies identified for investment [5][12][25]. Market Review - The communication sector has shown an upward trend, with satellite communication navigation performing particularly well, leading the sector's growth [14][15]. - The report notes that the overall communication industry is in a high prosperity cycle, with many companies expected to report significant growth [24]. Performance Forecasting Methodology - Two methods for estimating annual net profit growth based on Q3 data are outlined: the first method involves calculating the ratio of cumulative net profit for the first three quarters to the previous year's total net profit, while the second method uses quarter-on-quarter growth trends to project Q4 profits [20][23]. - Companies showing strong performance in these analyses are likely to exceed the critical 50% growth threshold [24]. Key Companies to Watch - The report identifies several key companies for investment, including Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others in the computing power and optical communication sectors [5][12][25]. - Specific recommendations include companies involved in liquid cooling and satellite communication, indicating a diversified approach to investment opportunities within the sector [5][12].

Core Viewpoint - The future of AI will not be dominated by a single or few large cloud models, as there is a fundamental conflict between efficiency and sovereignty when AI attempts to integrate into personal lives [2] Group 1: AI Sovereignty and Personal AI - There is a distinction between public AI, which is platform-centric and controlled by commercial entities, and personal AI, which represents individual interests and allows users to own their data and algorithm evolution rights [2][11] - The establishment of "personal AI sovereignty" marks a critical transition from AI as an assistant to AI as a teammate [2][10] - A lack of clear sovereignty definitions has led to a trust crisis as personal AI agents attempt to replace users in tasks [2][3] Group 2: Industry Structure and Collaboration - The AI industry needs a structural transformation to define boundaries, interfaces, and collaboration methods from the ground up, with a focus on user control [7][8] - A new industry architecture is proposed, consisting of three layers: integration layer, service layer, and capability layer, which aims to reduce user anxiety regarding privacy and security [8][9] - The architecture allows for local execution of privacy-related tasks, minimizing concerns about data exposure [9] Group 3: New Order and Ecosystem Development - Establishing personal AI sovereignty requires efficient protocols for interaction among sovereign entities to build order [15][16] - Lenovo aims to replace invasive methods with protocols that respect user sovereignty, introducing models like the Model Context Protocol (MCP) and Agent to Agent (A2A) agreements [17] - The shift in business logic from traditional keyword matching to a focus on task completion rates signifies a new paradigm in AI interactions [18] Group 4: User Experience and AI Evolution - The foundation of safety and rules is strengthened by personal AI sovereignty, allowing for the evolution of AI into a "digital twin" that closely mirrors user thought processes [25][28] - Lenovo's AI 3.5 showcases advancements in continuous memory, collaborative actions among multiple agents, and user-friendly interfaces that adapt to user intentions [30][31][33] - The long-term vision for AI competition is shifting from model capabilities to the design of systems and definitions of sovereignty [37] Group 5: Future Implications and Observations - The path towards AI becoming a true teammate requires not only stronger models but also an accepted rule system [38] - Lenovo's approach emphasizes stable progress, long-term accumulation, and ecosystem co-construction, reflecting a mature industry participant's experience [38]

Core Insights - ByteDance and ZTE launched the "Doubao Phone," intensifying competition for the next-generation super entry point in the industry [2] - Lenovo plans to unveil its first global "AI Super Intelligent Body" at CES, directly competing with Doubao Phone Assistant, focusing on cross-device connectivity [2][3] - Lenovo's strategy emphasizes a hybrid AI approach, integrating personal, enterprise, and public intelligence over the next decade [6] Group 1 - Lenovo is collaborating closely with ByteDance's Doubao and Volcano Engine, indicating a partnership despite potential competition with the new AI Super Intelligent Body [4][5] - The smartphone market is experiencing a "Matthew Effect," where Lenovo must leverage AI opportunities to enhance Motorola's global market position [8] - ByteDance's strategy involves pre-installing AIGC plugins on partner devices, empowering more hardware terminals with Doubao Phone Assistant's capabilities [9] Group 2 - Vivo and ByteDance are reportedly in discussions for collaboration, while Meizu has expressed interest in working with Doubao [10] - OPPO has denied rejecting collaboration with ByteDance, emphasizing an open approach to partnerships based on user experience [10][11] - The competition for AI super entry points is just beginning, with hardware manufacturers concerned about becoming mere hardware providers if they overly rely on ByteDance's Doubao Assistant [13]