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虎咪

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- 虎咪虎咪
  ·01-30
  $联想控股(03396)$ 渐渐觉得投了一箩筐九死一生的人工智能，不如在一棵树上摘成熟的果子
  983 评论
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- 虎咪虎咪
  ·01-28
  $贵州茅台(600519)$ 酒抢手买不到，股价确跌，奇怪了
  1,007 评论
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- 虎咪虎咪
  ·01-22
  茅台酒抢手货都买不到，为什么有人在抛股票
  1,002 评论
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- 虎咪虎咪
  ·01-14
  飞龙在天利见大人
  CES2026对话联想高管：AI时代领跑、挑战与价值联想
  CES 2026和本届Tech World，共同推升了全球市场与公众对联想AI的直观认知与未来期待。对应在个人AI领域，联想的战略是“一体多端”。以2026年FIFA世界杯为例，其首次由三国联合举办、48支球队参与，预计将有超过60亿人次的观众观看比赛。
  CES2026对话联想高管：AI时代领跑、挑战与价值联想
  1,299 评论
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- 虎咪虎咪
  ·01-08
  $联想集团(00992)$ 股价这么跌，所有的利好都成了吹牛逼[喷血]
  1,324 1
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- 虎咪虎咪
  ·2025-12-18
  乱说
  美团来了，贝壳压力大了
  就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，美团在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。美团每天处理的订单量早已突破6000万单大关。
  美团来了，贝壳压力大了
  1,336 评论
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- 虎咪虎咪
  ·2025-11-14
  $联想集团(00992)$ 一边唱赞歌一边跌，不带这么玩的
  1,031 评论
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- 虎咪虎咪
  ·2025-10-18
  亏的胆都小了，只敢买茅台了
  1,203 评论
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- 虎咪虎咪
  ·2025-09-30
  $贵州茅台(600519)$ 机构和大众关注的票不能买吗？错过了好几个大牛股[捂脸]
  2,062 评论
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- 虎咪虎咪
  ·2025-03-11
  确实是好企业，不过第一天就套住了！炒高了让我接盘，你这个坏蛋
  非常抱歉，此主贴已删除
  2,026 评论
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酒抢手买不到，股价确跌，奇怪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526489356226632","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524442813670544,"gmtCreate":1769064421294,"gmtModify":1769064423629,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"title":"","htmlText":"茅台酒抢手货都买不到，为什么有人在抛股票","listText":"茅台酒抢手货都买不到，为什么有人在抛股票","text":"茅台酒抢手货都买不到，为什么有人在抛股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524442813670544","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521510224467112,"gmtCreate":1768361780914,"gmtModify":1768361783520,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"title":"","htmlText":"飞龙在天利见大人","listText":"飞龙在天利见大人","text":"飞龙在天利见大人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521510224467112","repostId":"2603632739","repostType":2,"repost":{"id":"2603632739","kind":"news","pubTimestamp":1768274389,"share":"https://www.laohu8.com/m/news/2603632739?lang=zh_CN&edition=full","pubTime":"2026-01-13 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href=\"https://laohu8.com/S/QCOM\">高通</a>CEO安蒙这全球四大巨头，登上联想Tech World舞台，与杨元庆共话AI趋势与合作，成为今年科技行业开年的“名场面”。</p><p>全球科技媒体和从业者蓦然发现，能在全球完成“AI一盘棋部署”的，目前只有联想，并且后来者也还未看到身影。</p><p>联想也正式发布了Lenovo Qira——首款面向全球的个人超级智能体，与国内市场的天禧AI对应，实现了联想个人AI“一体多端”战略在全球落地。</p><p>另一方面，是联想在今年CES展出了全新的AI PC、AI手机，以及AI吊坠、AI眼镜等可穿戴设备。尤其是联想Legion Pro 卷轴屏笔记本、ThinkPad XD Concept卷轴屏笔记本两款概念产品，结合联想的“Smarter AI for All”理念、“AI一盘棋部署”与四大芯片巨头的紧密合作，可也说联想正在全球AI变革的关键周期给整个行业带来了“亿点点震撼”。</p><p>CES 2026展会期间，《壹观察》与<a href=\"https://laohu8.com/S/00992\">联想集团</a>高级副总裁、中国消费业务群总经理张华，联想集团高级副总裁、中国方案服务业务群总经理戴炜，联想集团副总裁、中国政企业务群总经理王立平，联想集团副总裁、中国区战略及业务拓展副总裁阿木，联想集团副总裁、中国区首席市场官王传东多个高管进行了一场深度对话，从技术、产业、商业、产品与生态等多个层面，系统性地沟通了联想在中国市场接下来在AI领域的具体布局与未来判断。</p><p>’</p><p><strong>混合式AI是最优解</strong></p><p><strong>“引领者”联想的挑战有哪些？</strong></p><p>如果说2024-2025是通用大模型、智能体为代表的AI技术大爆发，那么伴随AI在重塑人们的生产和生活中越来越发挥关键性的作用，越来越多的从业者会发现：每个人、每个企业都拥有独一无二的属性，单一化的模型已经无法满足所有人的需求，AI发展亟待从“通用”转向“专属”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113124921448v152ukys12bpax9\"/><p>作为联想集团副总裁、中国区战略及业务拓展副总裁的阿木对此表示：联想于2023年率先提出“混合式AI”的判断，已经成为业内的广泛共识。英伟达创始人兼CEO黄仁勋就在多个场合明确表示：未来人工智能发展的核心机遇在于“混合式AI”。</p><p>所谓混合式AI，即个人AI及企业AI与公共AI的混合并用、协同互补。</p><p>对应在个人AI领域，联想的战略是“一体多端”。也就是天禧个人超级智能体（简称“天禧AI”），通过升级为“端云一体”混合架构，内嵌于联想AI PC、AI手机、AI平板以及AIoT中，为个人打造跨终端、跨平台（操作系统）的端侧AI融合体验。</p><p>针对企业用户需求，联想去年联合英伟达发布了混合式AI优势集，为企业应用AI提供所需的各种能力，在国内则通过依托混合式AI优势集的核心技术模块——擎天引擎，打造联想xCloud智能云、联想百应、联想擎天智能体方案和联想AI全周期服务，高效满足中国政企客户全场景的AI应用需求。</p><p>如今，基于混合式AI，联想还聚焦企业AI在内部率先实践，打造了业内第一个企业超级智能体——联想<a href=\"https://laohu8.com/S/06988\">乐享</a>，以及营销、销售等通用领域智能体。</p><p>那么在混合式AI这条赛道上，联想是如何从自身率先提出到外部产业落地、并持续引领的？其中又克服了哪些挑战？</p><p>阿木对《壹观察》表示，在这个过程中，联想可以划分为“三步走”策略：</p><p>首先，必须有一个正确认识。之前的生成式AI，基本上都是工具，必须具备推理逻辑和执行能力以后的“智能体”，才变成真正意义上的生产力。</p><p>第二步，这个过程当中需要把整个原来的数字底座升级成AI底座。智能体上线只是第一步，一开始是粗糙、稚嫩的，甚至有很多瑕疵，需要通过好的敏捷的AI底座能让它持续演进。这需要模型平台、智能体平台、知识数据不断丰富和优化的知识平台，还有对应推理的加速引擎加上企业内部服务器的配置，这些都要进行进一步升级。</p><p>第三步，也就是最大的挑战，就是关于人和文化。一个是务实地做，引入新的AI的人才，专门是为智能体的运作而提供服务。另一个就是要激励鼓励每个员工都要做主动尝试，并给予环境、技术、应用的容错空间，让员工发自内心的拥抱和乐意使用。</p><p>阿木透露称：除了乐享，联想内部各业务流程已经融入超过200个智能体，形成一个智能体网络，相互调用和自动执行，来提升联想自身的运营效率并实现开源和降本。</p><p>而在外部领域，阿木认为联想在中国市场已构建了三大“优势”：包括领先的混合式AI战略，庞大的产研投入、开放的生态布局，实现了真正的“代际领先”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113124927923v152mtd581cd2i6\"/><p>顶级合作伙伴的认可，是最好的印证。以2026年FIFA世界杯为例，其首次由三国联合举办、48支球队参与，预计将有超过60亿人次的观众观看比赛。赛事组织、技术支持与数据处理方面的复杂程度，将史无前例。联想集团副总裁、中国区首席市场官王传东介绍称：从赛前预热到赛事期间，联想将把服务奥运、亚运等顶级赛事积累的全场景AI技术和“零故障”赛事运维经验运用于此次世界杯的支持，让中国球迷和观众切实感受到混合式AI带来的不同观赛体验。</p><p>同样，联想在一系列场景中淬炼出的能力，也被系统性地应用于更多企业核心场景。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113124937229v152cdj1hadp9mk\"/><p>联想集团副总裁、中国政企业务群总经理王立平对此表示：联想混合式AI正致力于解决当前企业智能化转型中的核心痛点。“客户现在的需求已经从传统的第一阶段的‘+AI’转向‘AI+’，这是一个思想上和方法上的巨大迭代。”王立平以<a href=\"https://laohu8.com/S/600887\">伊利</a>为例说，联想帮助解决的是把AI真正“用进生产系统里”，不是某个环节提效，而是从牧场到消费者的全链条重构，最终带来的是：原奶调配单吨运输成本显著下降；24小时到厂及时率稳定在98%。</p><p>当前在企业AI领域，联想混合式AI优势集人工智能应用库已经汇集了数百款经过验证、随时可定制的行业AI解决方案，并在零售、制造等多个行业落地。类似诸多案例，足以印证联想混合式AI带动的巨大产业应用价值。</p><p>’</p><p><strong>“擎天引擎”的再次进化与三大能力升级</strong></p><p>本届联想Tech World，四大芯片巨头齐聚，远不止是给联想AI“站台”的形式意义。</p><p>比如联想再度联合英伟达推出“联想人工智能云超级工厂”合作计划，目标助力客户通过极大缩短AI部署时间的同时迅速扩展部署规模，将AI基础设施加速推向产业化。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113124939781v152engw89f7tva\"/><p>联想集团高级副总裁、中国方案服务业务群总经理戴炜对此表示，新的一年联想擎天引擎也将实现三大能力升级：一是在数据智能的助力下实现自主演进，持续迭代；二是升级关键模块，实现灵活编组，高效部署。三是以硅碳融合，提升研发交付的作战效能，升级敏捷定制的能力。</p><p>与此同时，依托擎天引擎打造的联想xCloud智能云、联想百应、联想擎天智能体方案和联想AI全周期服务也将全面升级，以匹配政企客户日益升级的AI需求。</p><p>联想乐享也将在今年升级至4.0版本。王传东表示，其将聚焦AI原生能力建设，提升典型角色/场景的智能等级，进化更多L3能力，提升用户体验。同时，结合联想<a href=\"https://laohu8.com/S/300959\">线上线下</a>阵地的需求，孵化黄金应用，提升客户直营效率。</p><p>此外，阿木透露称，天禧AI面向个人市场，个人用户以个人身份购买，而从去年开始联想内部正在实验落地天禧AI的Pro版本，实现企业以企业身份购买并为每一个员工配置个人超级智能体，以有效地和企业内部的智能体网络进行调度连接。</p><p>“这样一个熟悉员工个人习惯和偏好的个人超级智能体就能与企业超级智能体提供的整体能力结合起来，共同为员工提供AI服务。”</p><p>“作为联想集团混合式AI战略的先锋军，在新的一年，联想中国区将通过深耕垂直行业场景，不断巩固我们在中国AI赛道的领跑者地位。”王传东对《壹观察》强调称。</p><p>’</p><p><strong>联想AI“一体多端”战略的“两翼齐飞”</strong></p><p>ToC大众消费产品与服务，是业界最直观感知联想AI引领优势的领域，联想也集中发挥出了其“软硬一体融合创新”能力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113124945824v1522jpiuidvcam\"/><p>联想集团高级副总裁、中国消费业务群总经理张华对《壹观察》表示：天禧个人超级智能体（天禧AI）于两年前发布，现在已迭代到3.5的版本，其表现就是从最早的模型演进到智能体，如今联想的AI PC，AI平板，手机，AIoT等都实现了“一体多端”打通。生态层面，联想天禧AI生态已拥有超过一万名开发者，并有5000个智能体合作伙伴进入到整个天禧生态。</p><p>在天禧AI支撑下，联想中国的消费业务发生了三个显著变化：</p><p>一个是从2024年年底到去年10月，中国消费者对智能体的使用率从23%翻番至47%，中国企业的智能体采纳率则达到92%，更具专属性的AI需求加速攀升。</p><p>二是在天禧AI强力支撑下，联想“一体多端”业务获得了显著增长。比如联想PC业务在中国市场营收占比已超过42%；平板业务过去三个季度整个增速接近翻倍，实现了与<a href=\"https://laohu8.com/S/01810\">小米</a>并驾齐驱，进入中国市场核心TOP阵营；手机业务也实现了突破，过去一年联想moto品牌的认知度、品牌知名度实现大幅提升，业务增长更是超过50%；AIoT领域也同样增长明显，并且接下来也会有很多相关新品推出。</p><p>具体到2026年，张华透露称主要分为几大目标：</p><p>第一是联想AI PC在整个PC业务领域占比要从2025年的30%提升到50%以上，再就是AI PC的形态也会有新的突破，比如联想在CES2026展示的包括两款卷轴屏笔记本，都会加快发布推向市场。</p><p>大家关注的AI手机层面，折叠屏与天禧AI的融合会成为moto重点发力的方向。而面向年轻市场，天禧AI会与高性能的直板机融合的形式，为年轻用户打造更好的体验、更智慧的场景与良好的价值体验。</p><p>AIoT领域，AI眼镜会成为联想重点发力的领域，还有穿戴设备，进一步强化联想的天禧AI与一体多端优势。</p><p>具体到AI智能体领域，联想在今年5月会推出4.0版本，达到“L3水准”，实现对等级别的AI复杂任务的自动化处理，而且具备很强的个性化特征。</p><p>值得关注的，联想在CES2026期间正式发布了Lenovo Qira——首款面向全球的个人超级智能体。阿木对此表示：由此联想智能体实现了中国先发、全球跟进，联想也由此成为首个中国和全球同步运用底层逻辑和技术一致性的超级智能体的科技公司。</p><p>’</p><p><strong>《壹观察》评论</strong></p><p>如果用一个关键词来概括CES 2026，那就是AI无处不在，并且从过去的技术探索真正走向大众消费市场与产业应用。</p><p>一方面，以混合式AI为代表的技术路线，让AI开始从工具，转变为理解人的意图、习惯与情境，成为“懂你知我”的主动协作智能伙伴。另一方面，也通过众多类型的终端，融入我们的日常的生活、工作与生产之中，成为“新生产力”的全新载体。</p><p>这其实也是我们对“AI时代”最大的期待，也是联想在混合式AI与“一体多端”，以及深耕垂直行业场景与产业落地的重要价值所在。</p><p>当然，这也是联想提出“Smarter AI for All”的重要原因。CES 2026和本届Tech World，不仅是联想全球秀“AI肌肉”的重要舞台，更重要是，通过巨球会场Sphere的外部形象展示与内部活动，再加上新品发布与战略宣言，共同推升了全球市场与公众对联想AI的直观认知与未来期待。</p><p>这确实是联想接下来“AI乘风之力”的重要势能体现，也是联想成功穿越AI时代周期的重要里程碑事件。</p><p>现在的联想，更加值得联想，未来充满想象。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CES2026对话联想高管：AI时代领跑、挑战与价值联想</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCES2026对话联想高管：AI时代领跑、挑战与价值联想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124953a714259e&s=b><strong>壹观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CES 2026和本届Tech World，共同推升了全球市场与公众对联想AI的直观认知与未来期待。作 者 丨宿艺编 辑 丨子淇AI从技术创新迈向产业应用与市场落地的重要节点，CES 2026已经成为全球各大科技与消费企业重要的“观察窗”与“角斗场”。而联想注定会成为本届CES各方关注度最高的科技企业之一。一方面，联想在位于拉斯维加斯的著名地标——巨球会场Sphere，举办了史上最大规模的Tech...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124953a714259e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80992":"联想集团-R","BK1526":"科网股","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","00992":"联想集团","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK1607":"新IT概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113124953a714259e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603632739","content_text":"CES 2026和本届Tech World，共同推升了全球市场与公众对联想AI的直观认知与未来期待。作 者 丨宿艺编 辑 丨子淇AI从技术创新迈向产业应用与市场落地的重要节点，CES 2026已经成为全球各大科技与消费企业重要的“观察窗”与“角斗场”。而联想注定会成为本届CES各方关注度最高的科技企业之一。一方面，联想在位于拉斯维加斯的著名地标——巨球会场Sphere，举办了史上最大规模的Tech World活动，嘉宾云集。尤其是英伟达CEO黄仁勋、英特尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙这全球四大巨头，登上联想Tech World舞台，与杨元庆共话AI趋势与合作，成为今年科技行业开年的“名场面”。全球科技媒体和从业者蓦然发现，能在全球完成“AI一盘棋部署”的，目前只有联想，并且后来者也还未看到身影。联想也正式发布了Lenovo Qira——首款面向全球的个人超级智能体，与国内市场的天禧AI对应，实现了联想个人AI“一体多端”战略在全球落地。另一方面，是联想在今年CES展出了全新的AI PC、AI手机，以及AI吊坠、AI眼镜等可穿戴设备。尤其是联想Legion Pro 卷轴屏笔记本、ThinkPad XD Concept卷轴屏笔记本两款概念产品，结合联想的“Smarter AI for All”理念、“AI一盘棋部署”与四大芯片巨头的紧密合作，可也说联想正在全球AI变革的关键周期给整个行业带来了“亿点点震撼”。CES 2026展会期间，《壹观察》与联想集团高级副总裁、中国消费业务群总经理张华，联想集团高级副总裁、中国方案服务业务群总经理戴炜，联想集团副总裁、中国政企业务群总经理王立平，联想集团副总裁、中国区战略及业务拓展副总裁阿木，联想集团副总裁、中国区首席市场官王传东多个高管进行了一场深度对话，从技术、产业、商业、产品与生态等多个层面，系统性地沟通了联想在中国市场接下来在AI领域的具体布局与未来判断。’混合式AI是最优解“引领者”联想的挑战有哪些？如果说2024-2025是通用大模型、智能体为代表的AI技术大爆发，那么伴随AI在重塑人们的生产和生活中越来越发挥关键性的作用，越来越多的从业者会发现：每个人、每个企业都拥有独一无二的属性，单一化的模型已经无法满足所有人的需求，AI发展亟待从“通用”转向“专属”。作为联想集团副总裁、中国区战略及业务拓展副总裁的阿木对此表示：联想于2023年率先提出“混合式AI”的判断，已经成为业内的广泛共识。英伟达创始人兼CEO黄仁勋就在多个场合明确表示：未来人工智能发展的核心机遇在于“混合式AI”。所谓混合式AI，即个人AI及企业AI与公共AI的混合并用、协同互补。对应在个人AI领域，联想的战略是“一体多端”。也就是天禧个人超级智能体（简称“天禧AI”），通过升级为“端云一体”混合架构，内嵌于联想AI PC、AI手机、AI平板以及AIoT中，为个人打造跨终端、跨平台（操作系统）的端侧AI融合体验。针对企业用户需求，联想去年联合英伟达发布了混合式AI优势集，为企业应用AI提供所需的各种能力，在国内则通过依托混合式AI优势集的核心技术模块——擎天引擎，打造联想xCloud智能云、联想百应、联想擎天智能体方案和联想AI全周期服务，高效满足中国政企客户全场景的AI应用需求。如今，基于混合式AI，联想还聚焦企业AI在内部率先实践，打造了业内第一个企业超级智能体——联想乐享，以及营销、销售等通用领域智能体。那么在混合式AI这条赛道上，联想是如何从自身率先提出到外部产业落地、并持续引领的？其中又克服了哪些挑战？阿木对《壹观察》表示，在这个过程中，联想可以划分为“三步走”策略：首先，必须有一个正确认识。之前的生成式AI，基本上都是工具，必须具备推理逻辑和执行能力以后的“智能体”，才变成真正意义上的生产力。第二步，这个过程当中需要把整个原来的数字底座升级成AI底座。智能体上线只是第一步，一开始是粗糙、稚嫩的，甚至有很多瑕疵，需要通过好的敏捷的AI底座能让它持续演进。这需要模型平台、智能体平台、知识数据不断丰富和优化的知识平台，还有对应推理的加速引擎加上企业内部服务器的配置，这些都要进行进一步升级。第三步，也就是最大的挑战，就是关于人和文化。一个是务实地做，引入新的AI的人才，专门是为智能体的运作而提供服务。另一个就是要激励鼓励每个员工都要做主动尝试，并给予环境、技术、应用的容错空间，让员工发自内心的拥抱和乐意使用。阿木透露称：除了乐享，联想内部各业务流程已经融入超过200个智能体，形成一个智能体网络，相互调用和自动执行，来提升联想自身的运营效率并实现开源和降本。而在外部领域，阿木认为联想在中国市场已构建了三大“优势”：包括领先的混合式AI战略，庞大的产研投入、开放的生态布局，实现了真正的“代际领先”。顶级合作伙伴的认可，是最好的印证。以2026年FIFA世界杯为例，其首次由三国联合举办、48支球队参与，预计将有超过60亿人次的观众观看比赛。赛事组织、技术支持与数据处理方面的复杂程度，将史无前例。联想集团副总裁、中国区首席市场官王传东介绍称：从赛前预热到赛事期间，联想将把服务奥运、亚运等顶级赛事积累的全场景AI技术和“零故障”赛事运维经验运用于此次世界杯的支持，让中国球迷和观众切实感受到混合式AI带来的不同观赛体验。同样，联想在一系列场景中淬炼出的能力，也被系统性地应用于更多企业核心场景。联想集团副总裁、中国政企业务群总经理王立平对此表示：联想混合式AI正致力于解决当前企业智能化转型中的核心痛点。“客户现在的需求已经从传统的第一阶段的‘+AI’转向‘AI+’，这是一个思想上和方法上的巨大迭代。”王立平以伊利为例说，联想帮助解决的是把AI真正“用进生产系统里”，不是某个环节提效，而是从牧场到消费者的全链条重构，最终带来的是：原奶调配单吨运输成本显著下降；24小时到厂及时率稳定在98%。当前在企业AI领域，联想混合式AI优势集人工智能应用库已经汇集了数百款经过验证、随时可定制的行业AI解决方案，并在零售、制造等多个行业落地。类似诸多案例，足以印证联想混合式AI带动的巨大产业应用价值。’“擎天引擎”的再次进化与三大能力升级本届联想Tech World，四大芯片巨头齐聚，远不止是给联想AI“站台”的形式意义。比如联想再度联合英伟达推出“联想人工智能云超级工厂”合作计划，目标助力客户通过极大缩短AI部署时间的同时迅速扩展部署规模，将AI基础设施加速推向产业化。联想集团高级副总裁、中国方案服务业务群总经理戴炜对此表示，新的一年联想擎天引擎也将实现三大能力升级：一是在数据智能的助力下实现自主演进，持续迭代；二是升级关键模块，实现灵活编组，高效部署。三是以硅碳融合，提升研发交付的作战效能，升级敏捷定制的能力。与此同时，依托擎天引擎打造的联想xCloud智能云、联想百应、联想擎天智能体方案和联想AI全周期服务也将全面升级，以匹配政企客户日益升级的AI需求。联想乐享也将在今年升级至4.0版本。王传东表示，其将聚焦AI原生能力建设，提升典型角色/场景的智能等级，进化更多L3能力，提升用户体验。同时，结合联想线上线下阵地的需求，孵化黄金应用，提升客户直营效率。此外，阿木透露称，天禧AI面向个人市场，个人用户以个人身份购买，而从去年开始联想内部正在实验落地天禧AI的Pro版本，实现企业以企业身份购买并为每一个员工配置个人超级智能体，以有效地和企业内部的智能体网络进行调度连接。“这样一个熟悉员工个人习惯和偏好的个人超级智能体就能与企业超级智能体提供的整体能力结合起来，共同为员工提供AI服务。”“作为联想集团混合式AI战略的先锋军，在新的一年，联想中国区将通过深耕垂直行业场景，不断巩固我们在中国AI赛道的领跑者地位。”王传东对《壹观察》强调称。’联想AI“一体多端”战略的“两翼齐飞”ToC大众消费产品与服务，是业界最直观感知联想AI引领优势的领域，联想也集中发挥出了其“软硬一体融合创新”能力。联想集团高级副总裁、中国消费业务群总经理张华对《壹观察》表示：天禧个人超级智能体（天禧AI）于两年前发布，现在已迭代到3.5的版本，其表现就是从最早的模型演进到智能体，如今联想的AI PC，AI平板，手机，AIoT等都实现了“一体多端”打通。生态层面，联想天禧AI生态已拥有超过一万名开发者，并有5000个智能体合作伙伴进入到整个天禧生态。在天禧AI支撑下，联想中国的消费业务发生了三个显著变化：一个是从2024年年底到去年10月，中国消费者对智能体的使用率从23%翻番至47%，中国企业的智能体采纳率则达到92%，更具专属性的AI需求加速攀升。二是在天禧AI强力支撑下，联想“一体多端”业务获得了显著增长。比如联想PC业务在中国市场营收占比已超过42%；平板业务过去三个季度整个增速接近翻倍，实现了与小米并驾齐驱，进入中国市场核心TOP阵营；手机业务也实现了突破，过去一年联想moto品牌的认知度、品牌知名度实现大幅提升，业务增长更是超过50%；AIoT领域也同样增长明显，并且接下来也会有很多相关新品推出。具体到2026年，张华透露称主要分为几大目标：第一是联想AI PC在整个PC业务领域占比要从2025年的30%提升到50%以上，再就是AI PC的形态也会有新的突破，比如联想在CES2026展示的包括两款卷轴屏笔记本，都会加快发布推向市场。大家关注的AI手机层面，折叠屏与天禧AI的融合会成为moto重点发力的方向。而面向年轻市场，天禧AI会与高性能的直板机融合的形式，为年轻用户打造更好的体验、更智慧的场景与良好的价值体验。AIoT领域，AI眼镜会成为联想重点发力的领域，还有穿戴设备，进一步强化联想的天禧AI与一体多端优势。具体到AI智能体领域，联想在今年5月会推出4.0版本，达到“L3水准”，实现对等级别的AI复杂任务的自动化处理，而且具备很强的个性化特征。值得关注的，联想在CES2026期间正式发布了Lenovo Qira——首款面向全球的个人超级智能体。阿木对此表示：由此联想智能体实现了中国先发、全球跟进，联想也由此成为首个中国和全球同步运用底层逻辑和技术一致性的超级智能体的科技公司。’《壹观察》评论如果用一个关键词来概括CES 2026，那就是AI无处不在，并且从过去的技术探索真正走向大众消费市场与产业应用。一方面，以混合式AI为代表的技术路线，让AI开始从工具，转变为理解人的意图、习惯与情境，成为“懂你知我”的主动协作智能伙伴。另一方面，也通过众多类型的终端，融入我们的日常的生活、工作与生产之中，成为“新生产力”的全新载体。这其实也是我们对“AI时代”最大的期待，也是联想在混合式AI与“一体多端”，以及深耕垂直行业场景与产业落地的重要价值所在。当然，这也是联想提出“Smarter AI for All”的重要原因。CES 2026和本届Tech 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股价这么跌，所有的利好都成了吹牛逼[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519414949463240","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"263972861263548","idStr":"263972861263548"},"content":"庆子 自己减持了..","text":"庆子 自己减持了..","html":"庆子 自己减持了.."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511953439604760,"gmtCreate":1766015702550,"gmtModify":1766015705215,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"title":"","htmlText":"乱说","listText":"乱说","text":"乱说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511953439604760","repostId":"2592891106","repostType":2,"repost":{"id":"2592891106","kind":"news","pubTimestamp":1765987327,"share":"https://www.laohu8.com/m/news/2592891106?lang=zh_CN&edition=full","pubTime":"2025-12-18 00:02","market":"hk","language":"zh","title":"美团来了，贝壳压力大了","url":"https://stock-news.laohu8.com/highlight/detail?id=2592891106","media":"地产一品塘","summary":"就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，美团在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。美团每天处理的订单量早已突破6000万单大关。","content":"<html><body><article><p><strong>关注：</strong>点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货</p><p>大家好，我是地产高富帅。</p><p>中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？</p><p>左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251218000655075v206fwv2kzl3cf5\"/><p><strong>随着贝壳核心关键人物的缺席，这家互联网企业基因似乎有点变化，资本为先的企业驱动力，似乎早已经没有了当时创业时期的灵魂。</strong></p><p>最新的财报更扎眼，2025年二季度营收260亿，同比增长11%，但<span>净利润</span>只有13亿，同比大跌31%。</p><p>更糟的是，股价已经从巅峰的52美元，掉到如今的18美元，跌去六成。如今的贝壳业绩看似相对比开发商还算合格，但是其疲态已经渐显。</p><p>就在贝壳还在尝试多元化业务关键时刻，另外一家互联网巨头开启搅局模式，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>在近期已经上线租房与卖房业务，看似有点默默无声，实则要硬刚贝壳了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251218000704816v206rkhs5ngazcg\"/><p>大众点评和<a href=\"https://laohu8.com/S/03690\">美团</a>App被曝上线美团找房，筹备两年，核心业务租房与二手房交易两大板块，不过目前还没全国铺开，小编打开深圳页面，目前只有租房的信息。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/9BwR0iaMzbfYs0PcPSGChgBMYwU24BxyF4gKJEtBlHLtKLmupKcZicwliaAnUVAQymCfmo1NibwBiaU7rwA3AySBwtw/640?wx_fmt=jpeg\"/><p>很显然，美团是绝对不可能轻易放弃房产租售这块肉，虽然规模不可能与早期对比，但是有美团可持续的超高流量入口加持，这笔生意绝对是可行的。</p><p>现在美团手里握着近8亿的年交易用户，大家每天打开它点外卖、骑单车、订酒店。这些流量，全是“自产”的，低成本的。</p><p>另一边，贝壳、安居客为了拉一个买房的用户，投广告，在应用商店买排名，获客成本相当高，有时候几百块钱，都换不来一个有效电话。</p><p>美团的流量相对比贝壳，安居客这种单一房产应用，是一个绝对的可持续回报流量池，本身具备可穿越性，不会受到行情影响。</p><p>美团是中国领先的生活服务电子商务平台，完全覆盖了一个普通人所有的消费场景，吃喝住行对于国人来说本身就是消费常态，住的需求是长期存在的。</p><p>美团上线房产端口，目前从内部了解到还是属于类似卖端口逻辑，与安居乐等类似，均为通过端口方式切入房产服务，即经纪人通过购买流量端口，实现在界面展示并获得客户。</p><p>有需求的客户就是点击相关的租售信息与经纪人沟通，带来整体成交的基本闭环，美团本身并没有与贝壳一样运营端口的打算。</p><p>另外早期高德地图、闲鱼早期的房产端口均由合作商代理，其实还是一个流量变现逻辑，美团这种大平台其实早就嗅到商机。</p><p>试水上线美团找房，其实还是在考量如今房地产行业的整体市场导向，典型的“高频打低频”，拿外卖，酒旅，本地生活的流量，去撬动几百万的房产交易，哪怕只有一丁点转化，都是纯赚。</p><p>在反观抖音、小红书等新型平台都在争食房产交易服务的蛋糕，这意味着无论是房产端口服务，还是以房产成交为核心的cps交易服务，竞争都在加剧。</p><p>对比小红书的流量池，用户较为年轻化，租房业务还是具备很大潜力，加上很多开发商已经同步官方进驻小红书，新房销售投放渠道，小红书房产业务也有了一定起色。</p><p>更有意思的是，美团的大数据真的现在已经到了癫狂的地步，比如你搜搬家，很有可能下次页面就开始显示租房了，整个流量包围战略，直接被APP绑架。</p><p>如今美团已经想好了如何出发，不直接对抗贝壳等传统房产中介，这种费力并且投入产出没办法衡量的生意，王老板肯定不会干。</p><p>美团这次出手其实就是走了一条捷径，干起了纯流量生意，就跟早期外卖大战一样，租车服务一样，干平台大数据服务才是美团的核心。</p><p>美团每天处理的订单量早已突破6000万单大关。这个数字不仅意味着日均服务超2亿人次，更折射出中国消费市场的蓬勃活力。</p><p>另外，大数据还会分析每个人的日常消费周期与习惯，包括金额与类别，这又与租房买房价值息息相关，这背后的数据价值本身就强到可怕。</p><p>贝壳这些年引以为傲的客户数据，如今都已经运用到了开发商客研产研整个链条，个人觉得美团的客户画像价值更有其参考意义。</p><p>客户每天点的外卖金额，消费的日常地图等都能侧面反映出此人的消费习惯，这是与现今开发商做产品研发也有不小的关联，毕竟如今房子的消费与社交场景已经完全开启。</p><p>一个长期吃人均50+外卖的人，是绝对不可能去租低于5000的房子的，也绝对可以看成一个高净值客户。</p><p>美团像一把“钝刀”，凭借流量与数据缓慢切入房产领域，虽不尖锐，但后劲绵长，可能逐步侵蚀垂直平台的流量基础。</p><p>贝壳则身穿“重甲”，具备深厚的行业积累，但转身缓慢，需在资本压力下平衡战略投入与短期盈利。</p><p>美团能顺利杀入房产交易环节，那真就可以说强到可怕了，衣食住行，吃喝玩乐，直接包圆，王兴算是又押对宝了。</p><p><strong>今天就聊到这里，对于今美团有想分享的朋友，也可以留言讨论。</strong></p><p><strong>分享↓点赞↓在看↓</strong></p><p><strong>您的认可，是对我最好的鼓励</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团来了，贝壳压力大了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-18 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218000822a457a75c&s=b><strong>地产一品塘</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关注：点击上方蓝字“地产一品塘”，欢迎置顶或设为星标，快速获取地产干货大家好，我是地产高富帅。中介巨头之一的贝壳，一直都是行业这两年被持续关注的热点，一边是传统业务的利润滑坡，一边是新业务的高成本扩张，作为曾经中国互联网圈的明星企业，贝壳又将何去何从？左晖时代的贝壳，把“真房源”作为顶级IP持续经营多年，几十万经纪人的超强战队，在地产行业最好的年代持续带给行业不小的惊喜。随着贝壳核心关键人物的缺席...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218000822a457a75c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) 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