现场，联想集团董事长兼CEO杨元庆与NVIDIA创始人兼CEO黄仁勋、英特尔CEO陈立武、AMD董事长 兼CEO苏姿丰、高通总裁兼CEO克里斯蒂亚诺·阿蒙（Cristiano Amon）、国际足联（FIFA）主席詹尼· 因凡蒂诺（Gianni Infantino）、微软执行副总裁约瑟夫·迈赫迪（Yusuf Mehdi）等科技巨头一同论道 AI。 联想集团认为，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 国区则作为集团混合式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。 "最终，混合式AI将推动实现技术与人携手共进、数字世界与物理世界深度融合。" 杨元庆在演讲中表示，对个人而言，它能强化人们的感知力、激发创造力，最大化释放潜能。对企业而 言，它将超越流程管理和工作流优化，赋能企业利用自身数据自主决策，蜕变为自我学习、自我重塑的 智能实体，开启AI发展新篇章。 与英伟达、AMD强强联合，共建AI基础设施 作为联想混合式AI战略的重要一环，强大的AI基础设施，是支撑起整个战略的重要底座。 2026年开年，联想就在"全球科技春晚"上玩了把大的。 CES开幕 ...

转自：新华财经 黄仁勋认为，这一计划将消除AI部署过程中的不确定性，真正实现把AI基础设施推向产业化，实现性能可预测、部署可复现、运维可管理。英伟达加速计 算平台将为这一计划提供强大支撑，包括Blackwell Ultra GB300，以及在CES上发布的下一代训练与推理系统——NVIDIA Vera Rubin。"凭借联想在全球范 围内设计、制造、集成与部署的端到端能力，云服务提供商能够加速行动，企业也能在生产环境中真正信赖人工智能。" 杨元庆现场透露，不久前英伟达在总部为联想举办了一场"合作伙伴日"活动。双方展示了包括个人电脑、GPU服务器、数据中心、具身智能、机器人、车载 计算等成果。杨元庆认为，联想与英伟达长达30年的战略合作已迈上了一个崭新的里程碑，人工智能时代为联想和英伟达都带来了前所未有的发展机遇。 编辑：罗浩 图为会议现场（联想集团供图） 黄仁勋认为，企业实现AI落地，需要将先进模型与自身数据结合，构建专属的智能体系统。而这类系统不能仅依靠云端，它们必须部署在企业级人工智能 服务器和企业级基础设施之上，并逐步向边缘场景延伸，覆盖工厂车间、智能汽车、机器人等多个场景。"未来不仅属于云端原生智能， ...

杨元庆现场透露，不久前英伟达在总部为联想举办了一场"合作伙伴日"活动。双方展示了包括个人电脑、GPU服务器、数据中心、具身智能、机 器人、车载计算等成果。杨元庆认为，联想与英伟达长达30年的战略合作已迈上了一个崭新的里程碑，人工智能时代为联想和英伟达都带来了前 所未有的发展机遇。 相关ETF （原标题：杨元庆：未来3-4年内联想与英伟达业务合作规模将翻四倍） 北京时间2026年1月7日，全球消费电子展(CES) 2026正式开幕，英伟达创始人兼CEO黄仁勋出席联想集团全球创新科技大会(Tech World)并发表重 磅演讲。联想集团董事长兼CEO杨元庆现场披露，联想未来3-4年内与英伟达的业务合作规模将实现翻四倍的目标。 随着人工智能的不断突破，过去一年，医疗健康、客户服务、数字化运营等众多垂直领域涌现出大量创新的智能体应用。多模态生成式人工智能 和智能体的结合，促成了AI在各行各业落地生根，蓬勃发展。黄仁勋预判，"下一个前沿趋势是将所有这些技术系统地整合进企业智能。" 黄仁勋认为，企业实现AI落地，需要将先进模型与自身数据结合，构建专属的智能体系统。而这类系统不能仅依靠云端，它们必须部署在企业级 人工智能服 ...

Group 1 - The core viewpoint is that AI is experiencing a new wave of investment opportunities similar to the "Internet+" era, driven by policy and corporate innovation [1][8] - East Wu Securities suggests focusing on relatively underperforming segments in the AI industry chain, particularly in mid-to-upstream storage and AIDC fields, as well as downstream AI applications like AI in healthcare, humanoid robots, and smart driving [1][5] - The current AI market is primarily centered around upstream computing infrastructure, with companies like Lenovo showing significant growth in their ISG business group, which increased by 63% year-on-year [4][11] Group 2 - The downstream application sector is lagging behind upstream hardware, presenting a potential configuration direction with better risk-reward ratios [5][11] - Lenovo has established a strong position in the AI PC market, with AI PC shipments accounting for over 30% of total PC shipments, indicating user acceptance [7][10] - The AI application market is expected to experience a significant explosion, supported by favorable policies and a large user base, which will enhance the investment value of companies like Lenovo [9][10] Group 3 - The AI application market is anticipated to have a longer duration and greater elasticity compared to the previous infrastructure-driven phase, as seen in the "Internet+" era [8][12] - The market is transitioning from a broad-based rally to a "winner takes all" scenario, where leading companies like Lenovo are expected to gain more market share and investment value [12][13] - Lenovo's strong performance in various sectors, including a 24.6% global market share in PCs and significant growth in the smartphone segment, highlights its competitive advantage in the AI landscape [12][13]

Group 1 - The core viewpoint of the articles highlights the challenges and opportunities in AI deployment across enterprises, with many still in the early stages and facing issues like unclear ROI, weak data foundations, and insufficient expertise [2][3][4] - The Chinese market's understanding and maturity regarding software and SaaS are less developed compared to overseas markets, presenting unique opportunities for AI delivery in China [2][3] - The Chinese government's "Artificial Intelligence+" initiative outlines a three-phase development goal for AI integration across key sectors, aiming for over 70% application penetration by 2027 and 90% by 2030 [3][4] Group 2 - Companies like Alibaba, Huawei, Tencent, and Lenovo are actively promoting innovative models such as "Model as a Service" and "Intelligent Agent as a Service" to explore AI applications in various scenarios [5][6] - Despite the potential for AI applications, many enterprises face significant challenges in actualizing enterprise-level AI, with 73% of companies experiencing discrepancies between expectations and reality [6][10] - The "hallucination" problem in AI, which can lead to significant business impacts, remains a critical challenge, necessitating solutions that include human oversight and risk assessment [6][7][8] Group 3 - Data quality and availability are major obstacles, with effective data for AI training often below 10%, leading to a situation where "data-rich but information-poor" is common [9][10] - The lack of integration between departments creates "data silos," hindering the full potential of enterprise-level AI [10][11] - Companies are increasingly focused on quantifiable business outcomes from AI investments, shifting from merely pursuing advanced technology to seeking tangible benefits [10][11] Group 4 - The need for integrated delivery capabilities is emphasized, as many enterprises mistakenly believe that purchasing hardware equates to adopting AI [11][12] - Lenovo's recent upgrade of its "Hybrid AI Advantage Set" aims to enhance its full-stack AI capabilities, facilitating efficient AI deployment across diverse applications [12] - As AI transitions from pilot projects to large-scale applications, companies require comprehensive service providers capable of delivering end-to-end solutions across various dimensions [12]

Core Insights - The application of AI in industrial scenarios is transitioning from "conceptual enthusiasm" to "implementation challenges" as companies seek structural growth opportunities driven by AI technology [1][2] - Lenovo's SSG Group reported a 19.8% year-on-year revenue increase to 16.3 billion yuan, achieving double-digit growth for 17 consecutive quarters, significantly outperforming the industry average [1][3] Investment Trends - Companies are increasingly investing in generative AI, moving from pilot projects to large-scale applications, driven by technological maturity and competitive pressures [3][4] - The evaluation of AI projects has become more pragmatic, with a focus on quantifiable business outcomes and ROI, rather than merely adopting AI for its own sake [4][5] Deployment Strategies - A hybrid deployment model combining local and cloud solutions is gaining traction, addressing data security concerns while allowing for flexibility and scalability [5][6] - Key industries such as manufacturing and supply chain are becoming primary areas for AI integration due to their complex processes and data-intensive nature [6][7] Market Evolution - The enterprise AI market is shifting from a focus on technological advancement to an emphasis on scenario adaptability and system collaboration [7][8] - Lenovo aims to provide end-to-end solutions that encompass data preparation, scenario handling, training, and management, facilitating rapid deployment and scalability [8][9] Future Directions - The future of enterprise AI is seen in the "inference market" and "intelligent agents," with a focus on applying trained models to generate measurable efficiency gains [9][10] - The integration of intelligent agents is viewed as a strategic pillar for enterprise AI, emphasizing the need for scenario-specific solutions rather than merely pursuing high-level technology [10]

Core Insights - Lenovo Group reported a strong Q1 FY2025/26 performance with revenue reaching 136.2 billion RMB, a 22% year-on-year increase, marking a historical high for the same period [1][5] - Non-Hong Kong Financial Reporting Standards net profit also grew by 22% to 2.816 billion RMB, showcasing enhanced profitability [1][6] - The company successfully navigated challenges posed by geopolitical tensions and trade disruptions, maintaining competitive advantages and market share [1][4] Financial Performance - Revenue of 136.2 billion RMB represents a 22% increase year-on-year, achieving a historical high for Q1 [5] - Non-Hong Kong Financial Reporting Standards net profit increased by 22%, while profit under Hong Kong standards doubled to 3.66 billion RMB, influenced by stock price fluctuations [4][6] - IDG smart device business group revenue grew by 17.8%, with PC market share reaching a record 24.6% [6][7] - ISG infrastructure solutions business group revenue surged by 35.8%, with AI infrastructure revenue doubling [6][10] - SSG solutions services business group revenue increased by 19.8%, achieving a new high with an operating profit margin of over 22% [6][12] Business Segments - The non-PC business revenue share rose to 47%, indicating a more balanced growth structure and supporting the company's AI strategy [2][6] - IDG's revenue reached 97.3 billion RMB, with AI PC shipments accounting for over 30% of total PC shipments globally [7][8] - ISG's AI infrastructure business saw a remarkable 155% year-on-year revenue growth, driven by strong demand for AI solutions [10][11] - SSG achieved a revenue increase of 19.8% to 16.3 billion RMB, with high-value services making up nearly 60% of total revenue [12][13] Strategic Initiatives - Lenovo is accelerating its "AI + terminal" strategy, leveraging PC as a pivot to drive collaborative growth across IDG, ISG, and SSG [2] - The company is investing over 10% more in R&D to enhance its long-term competitiveness in the mixed AI era [2][4] - Lenovo continues to innovate in personal and enterprise intelligence products, aiming for sustainable growth and profitability [4][12]

即将开启的第五个十年，联想将其定义为人工智能的十年。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 联想集团董事长兼 CEO杨元庆 于 3月31日 举行的 联想集团 2025/26财年誓师 大会表示，即将收官的2024财年，将是联想历史上最好的年份之一。 这一年，面对重重挑战，联想绝大部分业务都取得了超越市场的业绩。前三个季度的营业额年比年增 长了 21%，净利润年比年提升了 70%。 面对新的财年，杨元庆也提出 了 四大目标： • 勇立混合式人工智能变革的潮头，成为个人智能和企业智能的领导者 • 推动所有业务集团的营收实现年比年双位数的快速增长 • 加大多元引擎的马力， MBG和ISG都要实现20%以上的营收增长，并为公司带来可持续、实质性的 利润贡献 • 打造业界最均衡的业务组合，继续提升盈利能力，创造公司营收的历史新高 2024年，联想刚刚度过40周年纪念，而即将开启的第五个十年，联想将其定义为人工智能的十年。 这意味着，联想要执行的战略、投入的资金、打造的能力、推出的产品与方案、塑造的品牌以及培育 的文化，都将围绕这一主题展开 —— ...

Core Insights - Lenovo Group's fiscal year 2024 is projected to be one of the best in its history, with significant growth across most business segments despite challenges [1] - The company reported a 21% year-over-year increase in revenue and a 70% increase in net profit for the first three quarters of the fiscal year [1] Business Segment Performance - Lenovo's IDG business remains the global leader in the personal computer market, increasing its lead over the second competitor by 5 percentage points while maintaining strong profitability [1] - The smartphone business continues to grow profitably, expanding its market presence in Europe, the Middle East, Africa, and Asia-Pacific, ranking fifth in markets outside of China [1] - The ISG business experienced over 60% growth in the first three quarters, achieving profitability in the third quarter and moving towards sustainable growth [1] - Lenovo's CSP cloud infrastructure business has grown to nearly $10 billion, leveraging a unique ODM+ model to enhance E/SMB enterprise infrastructure [1] AI and Services Growth - The SSG business has maintained high growth and profitability, capitalizing on AI opportunities while traditional support services continue to grow alongside hardware [2] - Since the launch of Lenovo's hybrid AI advantage suite in October last year, multiple general solutions and vertical industry solutions have been introduced, driving high growth in solutions and services [2]