联想发布会，讲的不是 PC

SG Visual Research 图解研报

$联想集团(00992)$

表面看是新品和技术展示，但研报真正想强调的，是联想在全球 AI 产业链中的位置正在发生变化——

从传统硬件厂商，走向连接芯片、服务器、AI PC 和云基础设施的整合者。

这期研报关注的核心问题是：

在全球 AI 投入加速的背景下，谁能站在产业链的“中枢位置”。

联想CES 2026多款AI新品发布及战略合作亮相

联想在CES 2026发布多款AI新品，包括AI笔记本、悬浮设计一体机及车载AI算力方案，并宣布与高通深化AI可穿戴设备合作，杨元庆强调混合式AI和本地AI推理的重要性。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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