近日,多家券商密集发布4月投资策略报告,人工智能产业链的爆发式增长与算力基建确定性成为机构共识。值得关注的是,在近期举办的联想集团2025/26财年全球誓师大会上,联想集团董事长兼CEO杨元庆明确“混合式AI是AI普惠关键路径”,并宣布追加投入研发资源和努力,升级全球AI算力基建。这一举措与券商研判共振——以联想为代表的科技巨头,正通过“端云协同”布局,收获大模型应用落地与AI终端爆发双重红利。...
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