Shulou(Shulou.com)11/24 Report--

The 9th Lenovo Innovation and Technology Conference (2023 Lenovo Tech World) with the theme of "AI for All" kicked off on October 24, bringing the latest products and technologies of Lenovo in the field of AI, as well as how to unleash the power of AI and its vision for the development of AI.

Lenovo shares rose sharply on the news, closing up more than 7% on October 25 and rising again on the 26th, up more than 2% at the highest. So far this year, under the background of generative artificial intelligence (AIGC), AI has become the hottest tuyere. As the world's most powerful infrastructure provider and a leader in AI PC, Lenovo took advantage of the AI wave and saw its share price rise 47% since the beginning of the year (it closed on October 26).

Behind the raging AI track, the market is highly optimistic about the concept of AI. Based on this, Lenovo Group continues to deepen the layout of AI, transition from "All in AI" to "AI for All", and strengthen cooperation with Microsoft, Nvidia, Intel, AMD and other global top AI technology companies to release the value potential of AI and open up a new space for future growth and valuation.

All AI for All products are unveiled, Lenovo shares soar on the news

At present, AI technology is developing rapidly, and with its most surging productive forces, it has brought great changes to all aspects of social production and life. Based on the huge development potential of AI, since the beginning of this year, market optimism has continued to ferment, AI market has exploded, and leading AI enterprises at home and abroad have soared one after another.

In overseas markets, as of the beginning of the year to October 25, Nvidia, the world leader in AI, rose 186%, Microsoft rose 43%, and the tech-heavy Nasdaq 100 index rose more than 31%. In the domestic market, the Wande artificial Intelligence concept Index has risen by more than 25% since the beginning of the year. AI industrial chain has also become the key direction of domestic public offering organization configuration. According to statistics, as of the third quarter of this year, the proportion of domestic public offering AI industrial chain allocation is about 5.5%, and the overall allocation is in a state of overmatch.

Institutional analysis believes that AI is highly sought after by funds, mainly optimistic that artificial intelligence is an industry with a long-term trend. In other words, the industry is generally optimistic about the long-term growth potential of the AI field. According to the "AI large Model Market Research report (2023)" published by Sullivan, the market size of China's AI industry is 371.6 billion yuan in 2022 and is expected to reach 1.5372 trillion yuan in 2027, with an annual compound growth rate of 34%.

Benefiting from the detonation of the AI market, the Lenovo Group of "All in AI" also continued to rise. In particular, at this year's Innovation and Technology Conference, Lenovo promoted the upgrade transition to "AI for All" and demonstrated a series of AI innovation and technology achievements such as the first AI PC, artificial intelligence twins (AI Twin) and hybrid AI. Affected by this, Lenovo shares rose sharply for two days in a row.

"AI for All" is Lenovo's long-term vision to create a panoramic AI. Yang Yuanqing, chairman and CEO of Lenovo Group, shared at the conference that "AI for All" is about making artificial intelligence benefit everyone, and aims to provide dedicated artificial intelligence devices, infrastructure, solutions and services to industries, enterprises and individuals around the world, from pocket to cloud.

How to achieve it? Lenovo said that on the one hand, it will make AI more accessible and inclusive; on the other hand, Lenovo will work with partners to fully unleash the power of AI to help personal life change from the personal level, and help Qianhang Baiye realize the intelligent transformation from the enterprise level.

The change first took place at the terminal. The successful application of artificial intelligence is inseparable from the load of terminal equipment. As a terminal device equipped with data processing and high-performance computing, PC plays a key role in AI applications. AI PC has once become the focus of market attention, but the industry has not yet formed a unified definition of AI PC. And Lenovo Group as the global PC leading enterprises, in the innovation and technology conference on the display of AI PC, for AI PC into the "Lenovo" power.

Lenovo's AI PC, as a disruptive mix of devices, edge computing and cloud technology, not only has powerful computing power and advanced AI technology, but also brings innovative interaction and visual experience to fully meet the needs of new generative AI workloads, while providing users with a customized experience.

It is understood that Lenovo's AI PC will be listed after September next year. In addition to AI PC, Lenovo will continue to work on AI smartphones, AI workstations and other products.

On the basis of the extension of the terminal AI PC, Lenovo also launched personal and enterprise artificial intelligence twins (AI Twin) products with the AI equipment portfolio as the core. Among them, the personal artificial intelligence twin devices, on the devices and edge devices that support AI function, will have a local knowledge base, and can predict tasks according to the user's mode of thinking and find solutions independently. As a result, the device is like a digital extension of the user, like the user's twins, which are "personal artificial intelligence twins".

Enterprise artificial intelligence twins, the sum of a series of enterprise artificial intelligence applications, have in-depth knowledge related to the enterprise, and can ensure that the relevant information is private and secure. the ability to extract relevant information from smart devices, smart edges and private clouds within an enterprise or organization is designed to support enterprise intelligent solutions.

In order to further implement the vision of enabling everyone to use artificial intelligence (AI for All), Lenovo's AI layout also takes the public large model, private domain large model and individual large model "three kinds of big model" framework as the core, and publishes a hybrid AI framework covering individual and enterprise large models.

Lenovo's hybrid AI framework will use three types of large models to support AI applications across clouds, edges and devices through personal and enterprise AI twin products. Lenovo said it would work with partners to build a hybrid AI ecosystem to accelerate the release of AI's great potential.

AI giant "platform", Lenovo value continues to release

The most eye-catching part of this science and technology innovation conference was the gathering of the world's top AI technology companies, such as Nvidia, Microsoft, Intel, AMD and Qualcomm, and announced that they would continue to deepen their strategic partnership with Lenovo in the areas of equipment, infrastructure and solutions. The global AI giant collective "platform" Lenovo Group has undoubtedly injected a "shot in the arm" into the long-term development of its AI business.

Among them, the cooperation between Lenovo and Nvidia is the most important, and the two sides will work together to launch a new hybrid artificial intelligence program to accelerate the introduction of the next generation of cloud artificial intelligence technology to enterprise users around the world. At that time, Lenovo will provide enterprise-class AI solutions based on NVIDIA MGX architecture as well as Lenovo ThinkSystem SR675 V3 servers and ThinkStation PX workstations equipped with Nvidia GPU to help enterprises easily and securely deploy generative artificial intelligence, thereby promoting the comprehensive application of AI.

The cooperation between Lenovo and Intel focuses on AI PC, working together to promote the large-scale application of AI on all workloads in the client, edge, network and cloud, making AI ubiquitous; the cooperation with AMD will expand the scope of cooperation on the basis of ThinkSystem, ThinkStation workstations and ThinkPad laptops to provide artificial intelligence optimization solutions with AMD processors for Lenovo's PC and data center product portfolio.

Lenovo has joined hands with partners to create comprehensive AI-oriented products and programs, and the panoramic AI ecology has been recognized by investment banks of major brokerages. For example, Guotai Junan, the leading domestic brokerage, continues to maintain Lenovo's "overweight" rating; Goldman Sachs, an international investment bank, recently gave Lenovo a "buy" rating of HK $10.29, which is still about 15 per cent higher than the closing price on October 25.

With the accelerated application of AI technology and Lenovo's continuous investment in AI, its prospect in the field of AI will be highly anticipated. Founder Securities, based on the progress of Lenovo Group AI PC, believes that the combination of AI model and hardware will be improved one after another, smart phones, PC and other intelligent terminals will also become the hardware entrance of AI, and the consumer electronics industry chain will also usher in new opportunities for innovation. Lenovo, as the core target of the consumer electronics sector, will also benefit from opening up valuation space, which is expected to drive the stock price higher.

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