联想刘军：算力仍在紧缺阶段全球AI基础设施投入仍具持续性

阿斯达克财经

08/18

联想集团(00992.HK) 执行副总裁兼中国区总裁刘军表示，当前行业竞争逻辑已由“高峰算力”转向“Token生产效率”，算力仍处于紧缺阶段。他认为，随着大模型和智能体应用持续发展，训练与推理需求加速增长，全球AI基础设施投入仍具持续性。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 12:25。)AASTOCKS新闻

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2660734457"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2660734457\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2660734457?lang=zh_CN&edition=fundamental","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20231213165157630_s.jpg","is_english":false,"pubTime":"2026-08-18 15:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660734457","market":"other","top_or_hot":-1,"title":"联想刘军：算力仍在紧缺阶段  全球AI基础设施投入仍具持续性","media":"阿斯达克财经","content":"<div>\n<p>联想集团(00992.HK) 执行副总裁兼中国区总裁刘军表示，当前行业竞争逻辑已由“高峰算力”转向“Token生产效率”，算力仍处于紧缺阶段。他认为，随着大模型和智能体应用持续发展，训练与推理需求加速增长，全球AI基础设施投入仍具持续性。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538965/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","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>联想刘军：算力仍在紧缺阶段  全球AI基础设施投入仍具持续性</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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联想刘军：算力仍在紧缺阶段  全球AI基础设施投入仍具持续性\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-18 15:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538965/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联想集团(00992.HK) 执行副总裁兼中国区总裁刘军表示，当前行业竞争逻辑已由“高峰算力”转向“Token生产效率”，算力仍处于紧缺阶段。他认为，随着大模型和智能体应用持续发展，训练与推理需求加速增长，全球AI基础设施投入仍具持续性。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538965/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000320223.HKD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538965/latest-news/AAFN","article_id":"2660734457","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20231213165157630_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538965/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2660734457","pubTimestamp":1787036880,"columns":[],"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"联想集团(00992.HK) 执行副总裁兼中国区总裁刘军表示，当前行业竞争逻辑已由“高峰算力”转向“Token生产效率”，算力仍处于紧缺阶段。他认为，随着大模型和智能体应用持续发展，训练与推理需求加速增长，全球AI基础设施投入仍具持续性。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 12:25。)AASTOCKS新闻","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80992":"联想集团-R","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","TCHI":"iShares MSCI China Multisector Tech ETF","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","03441":"南方东西精选","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","00992":"联想集团","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK1526":"科网股","LNVGY":"联想集团ADR","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK1607":"新IT概念"},"translate_title":"Lenovo Liu Jun: Computing power is still in short supply, and global AI infrastructure investment is still sustainable","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"LNVGY":0.6,"00992":1.5,"TCHI":0.6,"03441":1.5},"content_text":"联想集团(00992.HK) 执行副总裁兼中国区总裁刘军表示，当前行业竞争逻辑已由“高峰算力”转向“Token生产效率”，算力仍处于紧缺阶段。他认为，随着大模型和智能体应用持续发展，训练与推理需求加速增长，全球AI基础设施投入仍具持续性。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 12:25。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}

联想刘军：算力仍在紧缺阶段 全球AI基础设施投入仍具持续性

热议股票

联想刘军：算力仍在紧缺阶段全球AI基础设施投入仍具持续性