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洪铁哥
洪铁哥
·
02-18
摩托罗拉最近有两件大事，一个是IDC公布的数据显示，联想摩托罗拉手机在海外市场的营收和出货量双双跻身全球前五，另一个是联想moto AI手机正式接入DeepSeek-R1满血版大模型，在自然语言处理、数据推理及多模态处理等方面的应用体验将大幅提升。既有全球市占率的扎实“底子”，又有和DS强强联合的竞争力提升，联想-摩托罗拉在全球市场还会有进一步的增长空间。
$联想集团(00992)$
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洪铁哥
洪铁哥
·
01-13
作为全球最具规模和影响力的科技展览之一，科技春晚CES上周成功落幕，期间再次吸引全球最新、最潮的科技产品云集。AI智能家居、AI眼镜、AI机器人等前沿产品云集，要说最炸裂的，还得是联想集团的老朋友英伟达，搭载新一代Blackwell架构的RTX50系列一公布，直接拉动英伟达和芯片股全线飙升。国内厂商方面，联想也送出诸多惊喜，英伟达刚公布完，搭载RTX 5090的新一代Legion Pro系列（拯救者）游戏本就出现在了现场，上市也已经提上了日程。这次联想的展区也有个有意思的现象，就是AI PC不再有专属展位，原因很简单，现场新品已经悉数都是AI PC了，可见联想在AI落地上下足了功夫也具备了相当的优势，形成长期利好。
$联想集团(00992)$
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洪铁哥
洪铁哥
·
2024-12-30
$电光科技(002730)$
要盯盘了，今天正常预期，不是超预期
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洪铁哥
洪铁哥
·
2024-12-30
$卧龙电驱(600580)$
周五尾盘抢筹码的大佬今日竞价继续加仓
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洪铁哥
洪铁哥
·
2024-12-30
很少有AI厂商把注意力放在中小企业身上，主要是小企业的需求复杂、多元、极具个性化，只能通过定制化方案解决，做这块生意通常很难“有利可图”，就冲这一点，要给联想百应点个赞。而且联想在企业服务方面有很长时间的技术积累和经验，从联想SSG方案与服务业务增长情况也能看出一些趋势，截至到上个财季是连续14个季度实现2位数增长，现在有了企业智能体，前景会更乐观。
$联想集团(00992)$
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洪铁哥
洪铁哥
·
2024-12-09
AI行业走到新的十字路口，AI大模型应用落地，用于衔接模型层和应用层的AI智能体将是重要的补充，其应用场景丰富、市场前景也足够广阔。Research and Market预计，AI智能体的市场规模将从2024年的51亿美元增长到2030年的471亿美元，年均复合增长率达44.8%。可以说是相当可观了，这段时间多家科技巨头也在AI智能体有新动作，这个方向确定，可以看看联想这样在AI智能体领域入手较早的标的。
$联想集团(00992)$
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洪铁哥
洪铁哥
·
2024-12-06
今天最强的板块是什么呢？
$上证指数(000001.SH)$
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洪铁哥
洪铁哥
·
2024-12-06
Counterpoint Research近期报告挺有意思，三季度折叠手机的全球出货量都下降了，可中国品牌统统实现了正增长。昔日的折叠手机龙头三星，拱手让出14%的市场份额，全被小米、摩托罗拉、荣耀等中国品牌瓜分。小米出货量增长185%，摩托罗拉紧随其后以164%的增长拿下7%的全球份额，联想这是不声不响让摩托罗拉复活并且推上了全球第四的位置，堪称最大黑马。
$联想集团(00992)$
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洪铁哥
洪铁哥
·
2024-12-02
关注公司的基本面变化和市场情绪。若股价回调至支撑位附近，且公司基本面有所改善，可以考虑适时逢低买入，以获取潜在的上涨空间
$华胜天成(600410)$
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洪铁哥
洪铁哥
·
2024-12-02
$联想集团(00992)$
联想最近办的创新开放日，特意看了一下，总体感觉是AI创新产品展示的非常多，而且基本上跟实际生活很贴近。如今在所有科技企业加注AI的背景下，联想凭借混合AI战略已经抢占了大量先机，未来的市值也会迎来飞升。
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$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/404750272991504","isVote":1,"tweetType":1,"viewCount":2300,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187762599955940","authorId":"4187762599955940","name":"割道友不割贫道","avatar":"https://static.tigerbbs.com/36a913658219d4f94ca0ad6e87a8925d","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187762599955940","authorIdStr":"4187762599955940"},"content":"在持续赋能AI应用在端侧落地的同时，联想在全球市场的表现也会进一步提升","text":"在持续赋能AI应用在端侧落地的同时，联想在全球市场的表现也会进一步提升","html":"在持续赋能AI应用在端侧落地的同时，联想在全球市场的表现也会进一步提升"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391981952160184,"gmtCreate":1736731157921,"gmtModify":1736731160234,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"作为全球最具规模和影响力的科技展览之一，科技春晚CES上周成功落幕，期间再次吸引全球最新、最潮的科技产品云集。AI智能家居、AI眼镜、AI机器人等前沿产品云集，要说最炸裂的，还得是联想集团的老朋友英伟达，搭载新一代Blackwell架构的RTX50系列一公布，直接拉动英伟达和芯片股全线飙升。国内厂商方面，联想也送出诸多惊喜，英伟达刚公布完，搭载RTX 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href=\"https://laohu8.com/S/002730\">$电光科技(002730)$</a> 要盯盘了，今天正常预期，不是超预期","listText":"<a href=\"https://laohu8.com/S/002730\">$电光科技(002730)$</a> 要盯盘了，今天正常预期，不是超预期","text":"$电光科技(002730)$ 要盯盘了，今天正常预期，不是超预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387051522732448","isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387051683295504,"gmtCreate":1735522660546,"gmtModify":1735522661922,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600580\">$卧龙电驱(600580)$</a> 周五尾盘抢筹码的大佬今日竞价继续加仓","listText":"<a href=\"https://laohu8.com/S/600580\">$卧龙电驱(600580)$</a> 周五尾盘抢筹码的大佬今日竞价继续加仓","text":"$卧龙电驱(600580)$ 周五尾盘抢筹码的大佬今日竞价继续加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387051683295504","isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386979271234056,"gmtCreate":1735522239241,"gmtModify":1735522241172,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"很少有AI厂商把注意力放在中小企业身上，主要是小企业的需求复杂、多元、极具个性化，只能通过定制化方案解决，做这块生意通常很难“有利可图”，就冲这一点，要给联想百应点个赞。而且联想在企业服务方面有很长时间的技术积累和经验，从联想SSG方案与服务业务增长情况也能看出一些趋势，截至到上个财季是连续14个季度实现2位数增长，现在有了企业智能体，前景会更乐观。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"很少有AI厂商把注意力放在中小企业身上，主要是小企业的需求复杂、多元、极具个性化，只能通过定制化方案解决，做这块生意通常很难“有利可图”，就冲这一点，要给联想百应点个赞。而且联想在企业服务方面有很长时间的技术积累和经验，从联想SSG方案与服务业务增长情况也能看出一些趋势，截至到上个财季是连续14个季度实现2位数增长，现在有了企业智能体，前景会更乐观。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"很少有AI厂商把注意力放在中小企业身上，主要是小企业的需求复杂、多元、极具个性化，只能通过定制化方案解决，做这块生意通常很难“有利可图”，就冲这一点，要给联想百应点个赞。而且联想在企业服务方面有很长时间的技术积累和经验，从联想SSG方案与服务业务增长情况也能看出一些趋势，截至到上个财季是连续14个季度实现2位数增长，现在有了企业智能体，前景会更乐观。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/386979271234056","isVote":1,"tweetType":1,"viewCount":2825,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187762627956010","authorId":"4187762627956010","name":"每日复盘","avatar":"https://static.tigerbbs.com/b95dc17a1977b50643c388ccc770d1ba","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187762627956010","authorIdStr":"4187762627956010"},"content":"联想在B端一直都有精准定位，所以才能在AI时代发挥出对企业的最大化赋能","text":"联想在B端一直都有精准定位，所以才能在AI时代发挥出对企业的最大化赋能","html":"联想在B端一直都有精准定位，所以才能在AI时代发挥出对企业的最大化赋能"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379589995024816,"gmtCreate":1733707493772,"gmtModify":1733707495972,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"AI行业走到新的十字路口，AI大模型应用落地，用于衔接模型层和应用层的AI智能体将是重要的补充，其应用场景丰富、市场前景也足够广阔。Research and Market预计，AI智能体的市场规模将从2024年的51亿美元增长到2030年的471亿美元，年均复合增长率达44.8%。可以说是相当可观了，这段时间多家科技巨头也在AI智能体有新动作，这个方向确定，可以看看联想这样在AI智能体领域入手较早的标的。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"AI行业走到新的十字路口，AI大模型应用落地，用于衔接模型层和应用层的AI智能体将是重要的补充，其应用场景丰富、市场前景也足够广阔。Research and Market预计，AI智能体的市场规模将从2024年的51亿美元增长到2030年的471亿美元，年均复合增长率达44.8%。可以说是相当可观了，这段时间多家科技巨头也在AI智能体有新动作，这个方向确定，可以看看联想这样在AI智能体领域入手较早的标的。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"AI行业走到新的十字路口，AI大模型应用落地，用于衔接模型层和应用层的AI智能体将是重要的补充，其应用场景丰富、市场前景也足够广阔。Research and Market预计，AI智能体的市场规模将从2024年的51亿美元增长到2030年的471亿美元，年均复合增长率达44.8%。可以说是相当可观了，这段时间多家科技巨头也在AI智能体有新动作，这个方向确定，可以看看联想这样在AI智能体领域入手较早的标的。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379589995024816","isVote":1,"tweetType":1,"viewCount":3532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187763106956990","authorId":"4187763106956990","name":"漫漫长牛","avatar":"https://static.tigerbbs.com/039e82fa8e1be8c5c04ebf4ef87d9d92","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187763106956990","authorIdStr":"4187763106956990"},"content":"联想对智能体的洞察和布局是比较早的了，最近发布的升级为企业智能体的联想百应，已经开始实实在在帮助中小企业解决问题了","text":"联想对智能体的洞察和布局是比较早的了，最近发布的升级为企业智能体的联想百应，已经开始实实在在帮助中小企业解决问题了","html":"联想对智能体的洞察和布局是比较早的了，最近发布的升级为企业智能体的联想百应，已经开始实实在在帮助中小企业解决问题了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378543007936600,"gmtCreate":1733448176691,"gmtModify":1733448178856,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"今天最强的板块是什么呢？ <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","listText":"今天最强的板块是什么呢？ <a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","text":"今天最强的板块是什么呢？ $上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378543007936600","isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378490882355616,"gmtCreate":1733447727873,"gmtModify":1733447732472,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"Counterpoint Research近期报告挺有意思，三季度折叠手机的全球出货量都下降了，可中国品牌统统实现了正增长。昔日的折叠手机龙头三星，拱手让出14%的市场份额，全被小米、摩托罗拉、荣耀等中国品牌瓜分。小米出货量增长185%，摩托罗拉紧随其后以164%的增长拿下7%的全球份额，联想这是不声不响让摩托罗拉复活并且推上了全球第四的位置，堪称最大黑马。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"Counterpoint Research近期报告挺有意思，三季度折叠手机的全球出货量都下降了，可中国品牌统统实现了正增长。昔日的折叠手机龙头三星，拱手让出14%的市场份额，全被小米、摩托罗拉、荣耀等中国品牌瓜分。小米出货量增长185%，摩托罗拉紧随其后以164%的增长拿下7%的全球份额，联想这是不声不响让摩托罗拉复活并且推上了全球第四的位置，堪称最大黑马。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"Counterpoint Research近期报告挺有意思，三季度折叠手机的全球出货量都下降了，可中国品牌统统实现了正增长。昔日的折叠手机龙头三星，拱手让出14%的市场份额，全被小米、摩托罗拉、荣耀等中国品牌瓜分。小米出货量增长185%，摩托罗拉紧随其后以164%的增长拿下7%的全球份额，联想这是不声不响让摩托罗拉复活并且推上了全球第四的位置，堪称最大黑马。 $联想集团(00992)$","images":[{"img":"https://static.tigerbbs.com/ab84d86ef3c2805b3ccdf30e47857b30","width":"1119","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378490882355616","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187762627956010","authorId":"4187762627956010","name":"每日复盘","avatar":"https://static.tigerbbs.com/b95dc17a1977b50643c388ccc770d1ba","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187762627956010","authorIdStr":"4187762627956010"},"content":"联想有点东西，做电脑PC出货量第一，收购moto手机，也能给做起来","text":"联想有点东西，做电脑PC出货量第一，收购moto手机，也能给做起来","html":"联想有点东西，做电脑PC出货量第一，收购moto手机，也能给做起来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377084574593464,"gmtCreate":1733103847970,"gmtModify":1733103849818,"author":{"id":"4187762803956290","authorId":"4187762803956290","name":"洪铁哥","avatar":"https://static.tigerbbs.com/8fc6fa71f7567b2f52e63283785309ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762803956290","authorIdStr":"4187762803956290"},"themes":[],"htmlText":"关注公司的基本面变化和市场情绪。若股价回调至支撑位附近，且公司基本面有所改善，可以考虑适时逢低买入，以获取潜在的上涨空间 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联想最近办的创新开放日，特意看了一下，总体感觉是AI创新产品展示的非常多，而且基本上跟实际生活很贴近。如今在所有科技企业加注AI的背景下，联想凭借混合AI战略已经抢占了大量先机，未来的市值也会迎来飞升。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想最近办的创新开放日，特意看了一下，总体感觉是AI创新产品展示的非常多，而且基本上跟实际生活很贴近。如今在所有科技企业加注AI的背景下，联想凭借混合AI战略已经抢占了大量先机，未来的市值也会迎来飞升。","text":"$联想集团(00992)$ 联想最近办的创新开放日，特意看了一下，总体感觉是AI创新产品展示的非常多，而且基本上跟实际生活很贴近。如今在所有科技企业加注AI的背景下，联想凭借混合AI战略已经抢占了大量先机，未来的市值也会迎来飞升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377154685673752","isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187693304950130","authorId":"4187693304950130","name":"六神战鼓","avatar":"https://static.tigerbbs.com/4240e9e285e36910a01a3132ffeccffc","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187693304950130","authorIdStr":"4187693304950130"},"content":"联想的基本面并不差，近期的盘整震荡以后可以考虑入场，上周已经有不少机构资金流入，后市股价还有很大的上升空间。","text":"联想的基本面并不差，近期的盘整震荡以后可以考虑入场，上周已经有不少机构资金流入，后市股价还有很大的上升空间。","html":"联想的基本面并不差，近期的盘整震荡以后可以考虑入场，上周已经有不少机构资金流入，后市股价还有很大的上升空间。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}