TechInsights: Global shipments of 16.9 million Android tablets increased market share to 52% in the first quarter
The Zhitong Finance App learned that according to data released by TechInsights, in Q1 2024, the global shipment volume of Apple iPads was 11.4 million units, down 11% from the previous year, and the market share fell to 35%. Although Apple's (AAPL.US) growth trajectory is moving in the right direction, Apple's lack of innovative products is hurting the needs of its user base and driving new customers to Android vendors such as Samsung, Lenovo (00992), and Xiaomi (01810), which have improved their high-end product portfolio. Global shipments of Android tablets increased 2% year over year to 16.9 million units.
Intraday quick overview | The Science Index rose more than 1% to reach the 4,000 mark; port transport stocks were strong, and COSCO Marine Control rose more than 6%
Water stocks soared across the board. China Water Services rose more than 9%, Beijing Water Group rose more than 8%; high-speed rail infrastructure stocks collectively rallied, CRRC rose more than 9%, and Times Electric rose nearly 7%.
Express News | Lenovo Wang Chuandong: Artificial intelligence will enter the application implementation stage in the second half
Express News | Lenovo Yang Yuanqing: Developing hybrid artificial intelligence to make people the creators of new types of productivity
Yang Yuanqing: The development of hybrid artificial intelligence makes people the creators of new types of productivity
On the afternoon of May 11, the 2024 Global Huishang Shanghai Forum was held at the Shanghai International Convention Center. Yang Yuanqing, Chairman of the Huishang Federation and Chairman and CEO of Lenovo Group (00992.HK), delivered a welcome speech at the conference. In an interview after his speech and meeting, Yang Yuanqing said that developing new types of productivity should use “intelligence” to improve quality, give full play to the role of artificial intelligence as an engine for cultivating new quality productivity, and promote hybrid artificial intelligence so that every enterprise and every individual can use artificial intelligence simply and quickly, so that they can all become subjects of innovation and creativity.
Institutions | The five most important issues in Hong Kong stocks
Looking ahead to the future market, we believe that the current round of gains in Hong Kong stocks is expected to continue, with the Hang Seng Technology Index gradually switching to a high-dividend sector. In the future, the pricing power for southbound capital is expected to increase dramatically, replacing the style where foreign capital dominates Hong Kong stocks. The main allocation of Hong Kong stocks this year is still the dividend sector, and the Science Network sector can focus on leading stocks that are improving.
A quick look at the Hong Kong market | The three major indices rose sharply, and the Tech Index rose nearly 2%; TechNet stocks and Apple concept stocks improved, Meituan rose nearly 4%, and BYD Electronics rose more than 9%
Domestic housing stocks were popular. Shimao Group rose more than 33%, and Sunac China rose 10%; beer stocks rose by many stocks, China Resources Beer rose nearly 5%, and Budweiser Asia Pacific rose 4%.
Is the popularity of AI shifting to the hardware side? Lenovo's stock price rose more than 8% during the day, and AIPC product sales were booming in the first quarter
Driven by strong and favorable shipments of new AI PC products, Lenovo Group (00992.HK) rose more than 8% in intraday today, and its stock price hit a new high in nearly three and a half months. As of press release, Lenovo Group rose 7.87% to HK$10.14 per share, and traded HK$642 million.
The Euro-Mediterranean Center on Climate Change Foundation Chooses Lenovo For Supercomputer to Meet the Challenges of Global Warming
With Lenovo's new HPC system, the research center will be able to not only enhance and accelerate research activities, but also improve its operational efficiency by optimizing energy use to help achi
Changes in Hong Kong stocks | Lenovo Group (00992) rose more than 7%. The company recently released a variety of new AI PC products, and strong shipments of personal computers
Lenovo Group (00992) rose more than 7%. As of press release, it rose 6.81% to HK$1,004, with a turnover of HK$478 million.
Hong Kong technology stocks continued to strengthen, Lenovo Group rose more than 6%
Gelonghui, May 9 | Lenovo Group rose more than 6%, Huahong Semiconductor rose more than 5%, and Shangtang and SMIC rose more than 4%.
After the sharp rise, how do you understand the value of Hong Kong stocks in asset allocation, and how will the market develop in the future?
In the short term, the rise in Hong Kong stocks will rely more on improved risk appetite, and there is still some room for improvement in the Hang Seng Index's forward PE.
Lenovo (00992) is once again leading the AI PC key technology, and the memory revolution is here!
The world's first laptop with an LPCAMM2 memory module has finally arrived, this is the Lenovo ThinkPad P1 Gen 7, which is a major change compared to the existing LPDDR memory in most modern laptops. This type of memory is usually soldered to the motherboard, making upgrades more difficult. LPCAMM2, on the other hand, provides modular functionality without losing the efficacy of LPDDR. Importantly, LPCAMM2 technology has features such as high bandwidth, low power consumption and large capacity, which can well promote the application of AI on PCs. “LENOVO
Lenovo Group Releases 2024 Global CIO Report: Most Companies Are Still Not AI-Ready
Recently, Lenovo Group released the 2024 Global Chief Information Officer (CIO) Report with the theme of “Insight into the Storm of Innovation: Seeing How Artificial Intelligence Can Reshape Enterprise IT”. This is also the third year in a row that Lenovo has released a CIO report. The report shows that artificial intelligence is the top priority of enterprise chief information officers (CIOs) today. Although they are eager to further expand the application of artificial intelligence, they are constrained by factors such as speed and security, and other functional departments within the enterprise are not ready. Artificial intelligence is triggering a storm of change. How can enterprises strengthen AI empowerment and establish new competitive advantages, CIO
Intraday Overview | The three major indices of Hong Kong stocks rose sharply, most of the TechNet stocks rose, and the Xiaomi Group surged nearly 7%
Apple concept stocks rallied; Ruisheng Technology rose more than 5%; coal stocks strengthened, and China Coal Energy rose more than 6%.
Nvidia chip supply improvements: Lenovo's $2 billion AI server order accelerates delivery
CITIC Lyon says Lenovo is expected to increase shipments of artificial intelligence servers starting in the second quarter
Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Changes in Hong Kong stocks | Lenovo Group (00992) rose nearly 4%, institutions say its PC business performance is strong, and ratings and target prices have been raised
Lenovo Group (00992) rose nearly 4%. As of press release, it rose 3.47% to HK$9.53, with a turnover of HK$344 million.
Intraday Overview | The three major indices of Hong Kong stocks surged and fell, and GCL Technology rose more than 6%
Apple concept stocks rose; BYD Electronics rose nearly 4%; Shunyu Optical Technology rose nearly 3%; gold stocks strengthened, Shandong gold rose nearly 3%, and China Gold International rose more than 2%.
Orient Securities: Maintaining Lenovo Group's (00992.HK) “Buy” Rating Target Price of HK$11.03
Orient Securities released a research report stating that it maintains the “buy” rating of Lenovo Group (00992.HK) and predicts that the company's earnings per share for the 23/24-25/26 fiscal year will be 0.07, 0.10, and 0.12 US dollars, respectively. Based on the comparable company's 24-year PE valuation of 14.37 times PE, the corresponding target price is HK$11.03.
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