On July 23, LENOVO GROUP rose 6.56% in regular trading, trading at 25.7 HKD/share, with turnover of HKD 654 million.

On the news front, at the WAIC 2026 conference, LENOVO GROUP unveiled its latest Wentian Super Node technology, with a single node capable of carrying 40 GPUs, achieving full-scenario coverage from hundreds to tens of thousands of cards, significantly enhancing large model training and inference efficiency. Management previously outlined an AI-driven target to lift revenue above USD 100 billion within two years. Multiple investment banks have raised target prices to the HKD 30-36 range, upgrading ratings to Overweight. Morgan Stanley and CICC both set target prices at HKD 30, citing strong AI infrastructure business growth prospects.

Additionally, in China's first batch of L3-level AI terminal certifications, LENOVO GROUP captured over 60% share with 42 certified products spanning 37 AI PCs, 3 AI phones, and 2 AI tablets, reinforcing market confidence in its full-stack AI positioning.

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