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Lenovo Well Placed to Benefit From Broader AI PC Adoption -- Market Talk
Lenovo Group Target Price Raised to HK$13.60 From HK$12.40 by DBS >0992.HK
Lenovo Group expands cooperation with NVIDIA: jointly releasing a brand new liquid-cooled AI server
• The new Lenovo ThinkSystem N1380 Neptune has redesigned water cooling and datacenter design, with 100% direct warm water cooling, allowing customers to run server racks of 100KW or more without the need for dedicated air conditioning. • Lenovo ThinkSystem SC777 V4 Neptune servers empower enterprises around the world with NVIDIA's leading accelerated computing platform, significantly enhancing AI training, data processing, engineering design, and simulation capabilities. • Lenovo provides scalable solutions and services for organizations of all sizes as of October 16, 2024.
Panther Lake made its first appearance, intel CEO: handed over to Lenovo!
On October 16th, at the Lenovo Tech World 2024 conference stage, intel CEO Pat Gelsinger showcased the world's first Panther Lake CPU sample designed with the most advanced 18A process for mobile devices, and personally handed it over to Lenovo Group CEO Yang Yuanqing. Pat Gelsinger stated at the conference that Yang Yuanqing is one of his best friends in the world and mentioned, "We have been collaborating on the development of Meteor Lake, Lunar Lake, and Core Ultra".
China-Branded Smartphones Help Boost Mobile Phone Shipments in Q3, IDC Says
Nomura: Maintains a 'buy' rating on Lenovo Group (00992) with a target price raised to HK$13.
Nomura raised profit forecast for Lenovo laptops by 2 to 3% for the 2025-26 fiscal year.
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