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- 陈巧燕陈巧燕
  ·01-14
  中信证券上周发布研报指出，“AI加速落地”成为今年CES的关键词，且AI端侧落地有望百花齐放。说到AI在端侧的落地，目前国内厂商做的比较好的还是联想。PC和手机可以说是距离AI落地最近的终端了，联想的AI PC和moto手机都做得相当不错。另外，联想在AI算力和存储方面也都有不俗的表现，值得去关注。 $联想集团(00992)$
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- 陈巧燕陈巧燕
  ·2024-11-04
  这一波可能要创新高了。势不可挡。 $英洛华(000795)$
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- 陈巧燕陈巧燕
  ·2024-11-04
  人工智能是当前市场的热门话题，不过真正像联想这样，把围绕人工智能布局明确成第五个十年规划的核心战略的企业不多，而且联想开始制定全栈AI战略，打造AI PC、AI服务器也有一年多了，长期投资路线挺清晰的。 $联想集团(00992)$
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