LENOVO GROUP (00992) rose nearly 3%, with a gain of 2.43% to HK$8.85 at the time of writing, and a turnover of HK$472 million.

Recently, at Lenovo's 11th Tech World conference, Lenovo Group and NVIDIA jointly announced they would further deepen their collaboration in the field of AI infrastructure by launching the "Lenovo AI Cloud Super Factory."

Concurrently, Lenovo China officially released the overall "Lenovo AI Factory" solution, designed to help enterprise data centers transition from traditional "computing power centers" to efficient "AI factories," facilitating the application and full-scale implementation of its full-stack AI technology in China.

Jensen Huang stated that most of the world's supercomputers are built by Lenovo, and this cooperation is expected to accelerate the deployment of AI cloud services.

Huatai Securities believes that the company's collaboration with NVIDIA and AMD to launch a series of data center-oriented product portfolios lays the foundation for the accelerated development of its ISG division by 2026.

On the consumer level, Lenovo launched its overseas version personal AI super agent, Lenovo Qira, marking the company's completion of a full AI strategic loop from hardware to software ecosystem.

The brokerage expects the company will continue to benefit from the global upgrade of the AI hardware and software ecosystem chain and is optimistic that the scale of Lenovo's business cooperation with NVIDIA could further expand in the medium to long term.