转自：新华财经 新华财经北京8月27日电（记者王艳刚）国务院日前印发的《关于深入实施 "人工智能+"行动的意见》（以下简称《意见》）提出，到2027年，率先实现人 工智能与6大重点领域广泛深度融合，新一代智能终端、智能体等应用普及率超 70%；到2030年，我国人工智能全面赋能高质量发展，新一代智能终端、智 能体等应用普及率超90%，智能经济成为我国经济发展的重要增长极，推动技术普惠和成果共享。 联想集团执行副总裁兼中国区总裁刘军表示，从2017年起联想就把助力中国智能化转型作为使命，前瞻性布局AI。2025年是超级智能体元年，联想正聚焦 混合式AI战略，锚定个人智能和企业智能，加速AI普惠的进程。 联想在2025年创新科技大会上发布超级智能体（联想集团提供） 近年来，联想集团凭借在人工智能领域的前瞻性布局，率先发布了面向个人、企业和城市的超级智能体，联想超级智能体正通过AI终端、AI基础设施和AI 解决方案与服务的落地实践，为"人工智能+"行动添加生动的"注脚"。 个人智能：助力"人工智能+"消费提质 《意见》提出，要推动智能终端"万物智联"，大力发展智能网联汽车、人工智能手机和电脑等新一代智能终端。 在个 ...

8月14日，联想集团交出最新截至6月30日的2025/26财年第一季度业绩：当季营收同比增长22%至1362 亿元人民币，创历史同期新高；非香港财务报告准则下净利润同比增长22%，至28.16亿元人民币；香 港财务报告准则下，联想集团第一财季净利润同比增长108%，达36.6亿元人民币。 联想CFO郑孝明对记者表示，香港准则下的净利润激增主要是非现金性质账面收益。受与中东Alat埃耐 特战略合作的影响，认股权证公允价值重估带来1.52亿美元收益及可换股债券名义利息2800万美元。 联想AI PC销量已经占据所有PC销量的三分之一，远超此前"年末达25%"的预期。 在关税战对全球贸易和供应链造成巨大扰动的背景下，联想集团（HKSE：992）董事长杨元庆上季度 作出"市场份额不掉，利润不掉"的承诺，在最新财报中得到兑现。 财报显示，联想三大主营业务集团均实现双位数增长。IDG智能设备业务集团实现营收973亿元人民 币，同比增长17.8%，其中PC业务创下15个季度以来最快增速；ISG基础设施方案业务集团营收同比增 长35.8%；SSG方案服务业务集团收入增长19.8%，运营利润率为22.2%。 区域表现上，除中国 ...

近日，IDC发布报告称，2025年，AI Agent将迎来规模化落地浪潮，其通过智能化任务处理重构标准化 作业流程的潜力备受期待。随着技术迭代与行业渗透加深，建立AI Agent标准化体系已成为产业共识。 围绕AI Agent核心功能，如任务处理精准度、响应及时性、系统可扩展性等，构建标准化框架，明确定 义合格的AI Agent产品应具备的关键性能指标。 业内分析认为，AI Agent标准化加速，率先布局的科技龙头正抢占市场份额。以联想集团为例，在近日 WAIC2025上，联想展示了天禧超级个人智能体为代表的个人智能（Personal AI），还展示了企业智能 （Enterprise AI）领域的创新实践与落地成果——联想乐享超级智能体、城市超级智能体，搭载了乐享 超级智能体的首位"硅基员工"——乐享壹号成为WAIC现场的流量担当，引发广泛关注。 中信证券认为，2025年有望成为AI应用落地的元年，AI Agent应用场景有望迎来快速爆发，2027后有望 加速渗透，用户使用率有望陡峭提升，其未来渗透率必将达到高水平，2030年前大概率将比当前提高一 个数量级。 AI巨头彰显配置价值 当下，智能体正从技术验证迈 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) commenced in Shanghai, highlighting the evolution of AI terminals as the third generational upgrade in the terminal industry, with personal super intelligent agents becoming the native human-machine interaction system [1][3] - Lenovo is leading the AI terminal market with its "one body, multiple ends" strategy, having launched the world's first AI PC and the first personal super intelligent agent, Tianxi, which integrates across various devices [3][4] Industry Developments - The AI terminal industry is undergoing significant transformation, moving from "functional terminals" and "internet terminals" to "AI terminals," which create a "silicon-based avatar" for users [4][5] - Key transformations in AI terminals include upgrades in interaction methods and innovations in computing architecture, with personal super intelligent agents offering proactive services through multimodal interaction and autonomous planning [4][5] Company Innovations - Lenovo's AI terminal strategy encompasses the Tianxi personal super intelligent agent, which serves as the "AI brain" for devices, and includes AI PCs, AI smartphones, AI tablets, and AIoT devices [4][7] - The Tianxi agent features four core capabilities: perception, cognition, execution, and security, operating in a seamless end-cloud integration [5][7] - Lenovo has defined five core characteristics for its AI PCs, which now account for over 20% of its total laptop sales, with a user net promoter score (NPS) exceeding 40 [7][8] Ecosystem Development - Lenovo is focused on building a prosperous AI terminal ecosystem, having established three main ecological systems: intelligent agents, models, and terminal systems, with over 2,000 developers participating in the Tianxi AI space [8][10] - The company emphasizes open collaboration and innovation to enhance the global competitiveness of China's AI terminal industry, advocating for cross-brand interoperability and innovative user experiences [10][11]

Group 1 - Lenovo and ByteDance have launched a "trusted hybrid computing solution" that sets a new benchmark for data security and privacy protection in the AI era, utilizing Volcano Engine's AI confidential computing core technology [1][2] - The solution is based on three core technologies: Trusted Execution Environment (TEE), trusted transmission, and end-cloud mutual trust, creating a security system that is safe both online and offline [1][2] - The rapid development of large model technology and the emergence of DeepSeek have accelerated the growth of AI in China, posing significant challenges to data security and personal privacy protection [1] Group 2 - The collaboration between Lenovo and ByteDance enhances the security capabilities of the Tianxi personal superintelligence by extending security from the terminal to the cloud, marking a milestone in building a secure and reliable hybrid AI architecture [2] - The Chinese security large model market is expected to experience explosive growth in the next three years, and Lenovo's trusted hybrid computing solution is strategically positioned to capitalize on this trend [2] - The partnership combines Lenovo's leading hardware capabilities with ByteDance's expertise in AI confidential computing and large model training, creating a comprehensive "end-edge-cloud-network-intelligence" solution [2] Group 3 - The Ministry of Industry and Information Technology has emphasized the promotion of large models in the manufacturing sector, aligning with Lenovo's trusted hybrid computing solution [3] - The solution has demonstrated a 40% increase in digital transformation efficiency for companies like Geely Automobile and Tongwei Co., Ltd. through mixed cloud solutions [3] - The collaboration between Lenovo and Volcano Engine aims to provide a replicable security development model for the global AI industry, facilitating China's competitive edge in the global AI landscape [3]

Core Viewpoint - Lenovo has unveiled its "Trusted Hybrid Computing Solution" in collaboration with Volcano Engine, enhancing the security capabilities of its Tianxi personal superintelligence from endpoints to the cloud, ensuring safety both online and offline [1][2]. Group 1: AI Development and Security - The rapid development of large model technology and the emergence of DeepSeek have accelerated the growth of artificial intelligence in China, posing significant challenges to data security and personal privacy protection [1][2]. - Lenovo's hybrid AI technology path, proposed in 2023, extends from personal trusted computing devices to secure personal clouds, forming a privacy-enhanced computing and full-link protection technology system [2][3]. - The Tianxi personal superintelligence is designed to ensure absolute data security during transmission and processing between endpoints and the cloud [2][3]. Group 2: Technological Features and Capabilities - The Trusted Hybrid Computing Solution is based on Lenovo Personal Cloud 1.0, featuring core technologies such as Trusted Execution Environment (TEE), trusted transmission, and endpoint-cloud mutual trust [3]. - Tianxi personal superintelligence is equipped with a 720 billion parameter large language model and offers users a dedicated memory space starting from 100GB, combined with RAG technology to create an expandable knowledge base [3][4]. - Tianxi possesses multiple interaction capabilities, including voice, text, and visual, along with full-time memory and autonomous planning execution, redefining the smart interaction experience [4]. Group 3: Market Impact and Future Prospects - Since the launch of the world's first true AI PC in May last year, Lenovo has sold over one million units, with Tianxi's daily active users growing exponentially and achieving an advanced customer net promoter score [5]. - Lenovo aims to empower individuals and industries through AI, facilitating the rapid development of China's AI industry on a global scale [5].

点击图片▲立即试听 " 这届年轻人正在演绎一场精妙的平衡术 —— 他们左手握着 AI 外挂和电子布洛芬，在数字世界寻找便捷与慰藉；右手攥着 ' 打野 ' 地图和潮玩手办，在现实空间追寻真实 与温度。 " 文 / 巴九灵（微信公众号：吴晓波频道） 每天都在"操心"关税、黄金、楼市等宏观大事的大家，不妨放松一下，来看看年轻人们在玩什么潮流吧。 在刚刚过去的 这个春天 ，挖野菜成了年轻人最高礼遇的社交项目。 "共享挖野菜的秘密基地，是我对你最明显的暗示"，在上海生活的潇潇和心仪的相亲对象，会在周末一起驱车前往佘山公园"打野"。 在社交媒体上，"挖野菜地图"已然成为"紧俏货"，甚至出现了"野菜经济"——一方面，"大佬"带队，单价98—198元不等的付费组团野采开始流 行； 另一方面，电商平台上"挖野菜神器"销量增长80%。 夜晚，"上夜校，花500块重启人生"则成了年轻人的社交新活动。 90后小伙乐言辞去北京高薪工作，回三线小城开了家青年夜校。瑜伽、茶艺、乒乓球、摄影、美妆等各类兴趣课，被当地年轻人60秒就抢完了课 程名额。 从露营到 CityWalk，从垂钓到挖野菜，年轻人的社交潮流总能催生出令人意想不到的消费新场 ...

Group 1: Market Capitalization - The average market capitalization of the top 500 companies in A-shares and Hong Kong stocks is 148.3 billion yuan, an increase of 24.1 billion yuan compared to 2023, indicating a strengthening of the "Matthew Effect" [3][5] - The information technology sector leads with a market capitalization of 21.2 trillion yuan, surpassing finance (20.8 trillion yuan) and industry (17.5 trillion yuan) [5] - A total of 64 companies entered the top 500 for the first time, with nearly 40% coming from manufacturing and hard technology sectors [8] Group 2: Revenue Growth - The total revenue of 5,839 listed companies reached 77 trillion yuan, with nearly 30% coming from traditional sectors like construction, oil and gas, and banking [11] - The semiconductor industry leads with a revenue growth rate of 19.3%, followed by durable consumer goods with over 12% [13] - The automotive sector maintains high growth, with new energy vehicle production and sales increasing by 34.4% and 35.5% year-on-year, respectively [13] Group 3: Profit Growth - Over 70% of listed companies achieved annual profitability, with 2,879 companies reporting year-on-year net profit growth [14] - The banking sector leads in net profit scale, with a total of 21.44 billion yuan, followed by non-bank financial services at 5.25 billion yuan [15] - The consumer sector shows significant recovery, with food and beverage sectors achieving positive net profit growth [16] Group 4: Overseas Revenue - Companies in A-shares and Hong Kong stocks generated a total of 8.9 trillion yuan in overseas revenue, accounting for nearly one-fifth of total revenue [18] - The fastest-growing overseas revenue comes from the daily consumer retail sector, with a year-on-year growth of 163.8% [20] - The shift in "going abroad" has evolved from traditional manufacturing to consumer goods and services [18] Group 5: Employee Growth - The total number of employees in 5,707 listed companies reached 35.46 million, an increase of approximately 600,000 compared to 2023 [22] - The information technology, materials, and consumer sectors saw the highest employee growth rates [22] - The semiconductor industry stands out with an employee growth rate of 8.9% [24] Group 6: Average Salary - The average salary across industries is approximately 202,700 yuan, a slight increase of 3.16% from the previous year [26] - High-paying industries remain concentrated in technology and finance, with the semiconductor industry leading at 362,100 yuan [30] - The durable consumer goods sector shows the highest salary growth rate at 6.8% [30] Group 7: R&D Investment - Total R&D investment by listed companies reached 1.76 trillion yuan, primarily concentrated in industrial, information technology, and consumer sectors [32] - The semiconductor industry leads in R&D intensity with 15.09% of revenue allocated to R&D [34] - Traditional industries like non-ferrous metals and public utilities also show significant R&D investment growth [34]

Core Insights - Lenovo Group showcased its hybrid AI strategy at the Tech World conference, introducing the Tianxi personal super intelligent agent and the industry's first enterprise super intelligent agent, "Lenovo Lexiang" [1][2][4] - The company aims to transition AI from a technology exploration phase to a scalable implementation phase, aligning with China's 14th Five-Year Plan for accelerated smart transformation [2][4] Hybrid AI Strategy - Lenovo's hybrid AI strategy focuses on dual engines: the "super intelligent agent" for consumer applications and the "silicon-based team" for business applications, driving AI into various industries [4][21] - The Tianxi personal super intelligent agent is designed to be a super entry point for users, integrating with AI PCs, smartphones, and tablets to enhance user experience [9][10] Technological Framework - The super intelligent agent is described as a "cognitive operating system," capable of collecting and integrating vast amounts of data for decision-making [7][8] - Key capabilities of the Tianxi personal super intelligent agent include perception and interaction, cognition and decision-making, and autonomous evolution [11] Market Performance - Since the launch of the first AI PC in May 2024, Lenovo has sold over one million units, indicating strong market validation for its hybrid AI architecture [12][13] - The Tianxi personal super intelligent agent has shown exponential daily active user growth and a high customer net promoter score [12] Enterprise Solutions - Lenovo's Lexiang super intelligent agent is designed for enterprise use, enabling cross-departmental and cross-regional task collaboration and execution [16][17] - The company aims to assist over 30,000 government and enterprise clients in adopting AI solutions by 2025, targeting over 1 million small and medium-sized enterprises [17] Industry Trends - The Chinese market is becoming a testing ground for AI implementation, with IDC predicting that by 2026, 50% of China's top 500 companies will deploy AI agents for data governance [18][19] - Lenovo's strategic positioning aligns with this trend, aiming to lead the AI democratization movement in China [20][21]

联想刘军：联想AI PC累计销量已突破100万台 金十数据5月8日讯，联想集团高级副总裁、中国区总裁刘军今日在2025联想中国合作伙伴大会上透露， 联想AI PC累计销量已突破100万台；服务器收入年比年增长172%，闯回第一阵营。 ...