调研员麻永涛
04-03
$联想集团(00992)$
联想和信通院联合出了关于企业智能化的报告,本身就代表了自身在智造领域的实力和权威性,更重要的是,报告把领跑企业的内生性发展逻辑说清楚了:聚焦新赛道→技术领先→掌握客户需求→市场头部效应→创新生态建设,再将资源和能力投入到新的赛道和技术领域,周而复始。联想集团自身的逻辑不正是这样吗,现在牢牢抓住了AI的机遇,布局全栈AI,AI算力和AI PC方面的表现会带来持续的投资价值。
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