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联想集团刘军:天禧AI将升级至4.0,拥有更强大AI功能
Core Insights - Lenovo's core strategy for personal intelligence is "One Body, Multiple Ends," which has significantly contributed to business revenue in the second fiscal quarter of 2025 [1] - The Tianxi AI has released versions 3.0 and 3.5 this year, transitioning from device AI to personal AI within a trusted computing environment [1] Group 1 - Tianxi AI consists of four core modules: a generative AUI for multimodal task execution, Tianxi Brain with five capabilities (perception, understanding, memory, planning, scheduling), a diverse ecosystem with nearly 10,000 developers and over 5,000 partners, and trusted security for end-to-end computing and privacy protection [1] - User engagement for Tianxi AI is increasing, with average weekly active rates for Lenovo AI PCs and AI phones rising to 42% and 51%, respectively [1] - A new version, Tianxi AI 4.0, is expected to be released in a few months, promising enhanced AI functionalities [1] Group 2 - Lenovo AI PCs have achieved cumulative sales exceeding 2.8 million units, with AI PC notebooks accounting for over one-third of total sales in the second fiscal quarter [2] - The overall PC sales and revenue market shares reached historical highs of 34.7% and 41.5%, respectively [2] - Lenovo's Moto smartphones maintain the top market share in the online small foldable category, with the Moto X70 Air achieving the highest sales during the Double Eleven shopping festival [2] - Consumer tablet sales and revenue have seen year-on-year growth of 96% and 157%, respectively, indicating strong growth in the mid-to-high-end market [2] - Lenovo plans to unveil new AI products and key innovations at the Lenovo Innovation Technology Conference during CES on January 6 [2]