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忙碌人
忙碌人
·
02-26
联想近期宣布将在AI PC端侧本地部署DeepSeek大模型，成为全球首家端侧部署DeepSeek的PC厂商。另据IDC最新数据，2024年联想全球PC市占率达23.5%，继续稳居第一。联想AI PC本身具有的市占率和产品优势，再与DeepSeek本地部署这一波的热潮叠加，IDG业务的市场前景还很广阔，绝对值得关注起来。
$联想集团(00992)$
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忙碌人
忙碌人
·
2024-11-25
$二六三(002467)$
什么情况
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忙碌人
忙碌人
·
2024-11-25
当你还在考虑要不要的时候，别人已经抢满了
$永鼎股份(600105)$
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忙碌人
忙碌人
·
2024-11-25
中金公司近期发表研报称，联想二季度归母净利润同比增长43.9%，高于中金和市场普遍预期。综合AI PC表现、ISG高营收及SSG引擎地位巩固等多方因素，中金给予联想集团“跑赢行业”的评级和12.6港元的目标价。
$联想集团(00992)$
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忙碌人
忙碌人
·
2024-10-24
AI这两年，ChatGPT刮了一阵大模型的风，英伟达刮了一阵GPU的风，接下来要刮一场混合式AI的落地风了。联想的混合式AI把服务场景落在个人和企业应用，解决的都是实际和实用的需求，也带来投资价值
$联想集团(00992)$
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忙碌人
忙碌人
·
2024-10-21
上周的创新科技大会，划重点，一个是混合式AI方向更清晰了，联想还配套了一系列落地的软硬件，一个是联想要联合顶级朋友圈打造AI生态，自己做AI生态总集成商，这个战略要是落地，联想的角色和身价都会上升一个量级吧。
$联想集团(00992)$
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忙碌人
忙碌人
·
2024-10-07
$联想集团(00992)$
华安证券近期发表研报，首次覆盖联想集团并给予了“增持”评级。华安证券认为，联想集团本身是PC行业领军企业，首先推出AIPC产品使公司具备先发优势，另外值得注意的是，AI大模型的高速迭代产生的海量算力需求使AI服务器的需求也不断扩大，AI赋能服务器业务有望为联想集团提供增量。
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忙碌人
忙碌人
·
2024-10-03
$联想集团(00992)$
AI算力对电力的需求越来越高，算力对绿色化、高质量的要求也越来越高了，联想温水冷就通过技术创新，巩固了在高效能计算和可持续发展领域的地位，另外还能用更高效、更环保的冷却解决方案，满足客户日益增长的高性能计算需求。
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忙碌人
忙碌人
·
2024-09-20
九月翻身仗第13弹！量起，我归！
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忙碌人
忙碌人
·
2024-09-20
冲一把，看能不能赶上
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PC端侧本地部署DeepSeek大模型，成为全球首家端侧部署DeepSeek的PC厂商。另据IDC最新数据，2024年联想全球PC市占率达23.5%，继续稳居第一。联想AI PC本身具有的市占率和产品优势，再与DeepSeek本地部署这一波的热潮叠加，IDG业务的市场前景还很广阔，绝对值得关注起来。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"联想近期宣布将在AI PC端侧本地部署DeepSeek大模型，成为全球首家端侧部署DeepSeek的PC厂商。另据IDC最新数据，2024年联想全球PC市占率达23.5%，继续稳居第一。联想AI PC本身具有的市占率和产品优势，再与DeepSeek本地部署这一波的热潮叠加，IDG业务的市场前景还很广阔，绝对值得关注起来。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"联想近期宣布将在AI PC端侧本地部署DeepSeek大模型，成为全球首家端侧部署DeepSeek的PC厂商。另据IDC最新数据，2024年联想全球PC市占率达23.5%，继续稳居第一。联想AI PC本身具有的市占率和产品优势，再与DeepSeek本地部署这一波的热潮叠加，IDG业务的市场前景还很广阔，绝对值得关注起来。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/407604873769016","isVote":1,"tweetType":1,"viewCount":1729,"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":"25年AI PC渗透率上升，联想先发优势显著，在加上供应链体系助推产能爬坡，市场前景还是很可观的","text":"25年AI PC渗透率上升，联想先发优势显著，在加上供应链体系助推产能爬坡，市场前景还是很可观的","html":"25年AI PC渗透率上升，联想先发优势显著，在加上供应链体系助推产能爬坡，市场前景还是很可观的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374611573465512,"gmtCreate":1732498368330,"gmtModify":1732498369247,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002467\">$二六三(002467)$</a> 什么情况","listText":"<a href=\"https://laohu8.com/S/002467\">$二六三(002467)$</a> 什么情况","text":"$二六三(002467)$ 什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374611573465512","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374611384648080,"gmtCreate":1732498318710,"gmtModify":1732498320048,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"当你还在考虑要不要的时候，别人已经抢满了 <a href=\"https://laohu8.com/S/600105\">$永鼎股份(600105)$</a>","listText":"当你还在考虑要不要的时候，别人已经抢满了 <a href=\"https://laohu8.com/S/600105\">$永鼎股份(600105)$</a>","text":"当你还在考虑要不要的时候，别人已经抢满了 $永鼎股份(600105)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374611384648080","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374611036590280,"gmtCreate":1732498244486,"gmtModify":1732498246190,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"中金公司近期发表研报称，联想二季度归母净利润同比增长43.9%，高于中金和市场普遍预期。综合AI PC表现、ISG高营收及SSG引擎地位巩固等多方因素，中金给予联想集团“跑赢行业”的评级和12.6港元的目标价。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"中金公司近期发表研报称，联想二季度归母净利润同比增长43.9%，高于中金和市场普遍预期。综合AI PC表现、ISG高营收及SSG引擎地位巩固等多方因素，中金给予联想集团“跑赢行业”的评级和12.6港元的目标价。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"中金公司近期发表研报称，联想二季度归母净利润同比增长43.9%，高于中金和市场普遍预期。综合AI PC表现、ISG高营收及SSG引擎地位巩固等多方因素，中金给予联想集团“跑赢行业”的评级和12.6港元的目标价。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374611036590280","isVote":1,"tweetType":1,"viewCount":3224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187762746956220","authorId":"4187762746956220","name":"关尹小姐","avatar":"https://static.tigerbbs.com/d6c26065a435630007ffe84bcdac86ee","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187762746956220","authorIdStr":"4187762746956220"},"content":"净利润43%的涨幅相当厉害了，期待股价上涨啊。","text":"净利润43%的涨幅相当厉害了，期待股价上涨啊。","html":"净利润43%的涨幅相当厉害了，期待股价上涨啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363278802968776,"gmtCreate":1729733705650,"gmtModify":1729733764030,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"AI这两年，ChatGPT刮了一阵大模型的风，英伟达刮了一阵GPU的风，接下来要刮一场混合式AI的落地风了。联想的混合式AI把服务场景落在个人和企业应用，解决的都是实际和实用的需求，也带来投资价值 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"AI这两年，ChatGPT刮了一阵大模型的风，英伟达刮了一阵GPU的风，接下来要刮一场混合式AI的落地风了。联想的混合式AI把服务场景落在个人和企业应用，解决的都是实际和实用的需求，也带来投资价值 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"AI这两年，ChatGPT刮了一阵大模型的风，英伟达刮了一阵GPU的风，接下来要刮一场混合式AI的落地风了。联想的混合式AI把服务场景落在个人和企业应用，解决的都是实际和实用的需求，也带来投资价值 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363278802968776","isVote":1,"tweetType":1,"viewCount":2630,"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":"人工智能更重要的场景是提升生产力，这是最根本的。","text":"人工智能更重要的场景是提升生产力，这是最根本的。","html":"人工智能更重要的场景是提升生产力，这是最根本的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362273889055016,"gmtCreate":1729479210592,"gmtModify":1729479279053,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"上周的创新科技大会，划重点，一个是混合式AI方向更清晰了，联想还配套了一系列落地的软硬件，一个是联想要联合顶级朋友圈打造AI生态，自己做AI生态总集成商，这个战略要是落地，联想的角色和身价都会上升一个量级吧。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"上周的创新科技大会，划重点，一个是混合式AI方向更清晰了，联想还配套了一系列落地的软硬件，一个是联想要联合顶级朋友圈打造AI生态，自己做AI生态总集成商，这个战略要是落地，联想的角色和身价都会上升一个量级吧。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"上周的创新科技大会，划重点，一个是混合式AI方向更清晰了，联想还配套了一系列落地的软硬件，一个是联想要联合顶级朋友圈打造AI生态，自己做AI生态总集成商，这个战略要是落地，联想的角色和身价都会上升一个量级吧。 $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/362273889055016","isVote":1,"tweetType":1,"viewCount":3400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187762974956710","authorId":"4187762974956710","name":"黑悟空_神话","avatar":"https://static.tigerbbs.com/703e170a58d23dbddd3fd7041f2bc106","crmLevel":1,"crmLevelSwitch":0,"idStr":"4187762974956710","authorIdStr":"4187762974956710"},"content":"混合式AI及AI生态的战略展示出强大生命力，市场前景良好，未来可期","text":"混合式AI及AI生态的战略展示出强大生命力，市场前景良好，未来可期","html":"混合式AI及AI生态的战略展示出强大生命力，市场前景良好，未来可期"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357424772051160,"gmtCreate":1728271373888,"gmtModify":1728271375848,"author":{"id":"4187762947956570","authorId":"4187762947956570","name":"忙碌人","avatar":"https://static.tigerbbs.com/d6180513652d3d73b142a7f1a95496e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187762947956570","authorIdStr":"4187762947956570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 华安证券近期发表研报，首次覆盖联想集团并给予了“增持”评级。华安证券认为，联想集团本身是PC行业领军企业，首先推出AIPC产品使公司具备先发优势，另外值得注意的是，AI大模型的高速迭代产生的海量算力需求使AI服务器的需求也不断扩大，AI赋能服务器业务有望为联想集团提供增量。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 华安证券近期发表研报，首次覆盖联想集团并给予了“增持”评级。华安证券认为，联想集团本身是PC行业领军企业，首先推出AIPC产品使公司具备先发优势，另外值得注意的是，AI大模型的高速迭代产生的海量算力需求使AI服务器的需求也不断扩大，AI赋能服务器业务有望为联想集团提供增量。","text":"$联想集团(00992)$ 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