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LENOVO GROUP (00992) latest promotional video showcases AI face-swapping anti-fraud technology, recognizing within 5 seconds, with an accuracy rate exceeding 96%.
In response to the increasing threat of malicious applications such as AI face-swapping, LENOVO GROUP (00992) is about to launch a significant AI anti-fraud technology — the "Deepfake Deep Falsification Technology Detector".
Gartner: Lenovo leads the Global PC market, with both growth rate and market share increasing in the first quarter of 2025.
Today, the latest data released by the market research Institutions Gartner shows that in the first quarter of 2025, the Global PC market achieved growth for the sixth consecutive quarter, with a year-on-year shipment increase of 4.8%. In this growth trend, Lenovo performed exceptionally well, leading the six largest Global PC suppliers with a year-on-year growth rate of 9.6%, further consolidating its market leadership. In the first quarter of 2025, Lenovo maintained its position as the world's top PC vendor with a shipment volume of 15.275 million units, increasing its market share from 24.8% in the same period last year to 25.9%. This growth rate not only significantly exceeds the industry average but also
Canalys: In the first quarter, Global notebook computer shipments reached 49.4 million units, a year-on-year increase of 10%.
In the first quarter of 2025, Global notebook (including mobile workstation) shipments reached 49.4 million units, a year-on-year increase of 10%.
Legend Holdings (HKG:3396) Takes On Some Risk With Its Use Of Debt
Citi: Maintain Buy rating on LEGENDHOLDING (03396). Management reiterates its focus on AI development.
The bank believes that purchasing LEGENDHOLDING is a cheap way to gain the same exposure as LENOVO GROUP, while acquiring LEGENDHOLDING's Other Assets at almost zero cost.
Confirmation of the performance turning point, AI + embodied intelligence, LEGENDHOLDING (03396.HK) experiences a Davis double hit.
On March 28, LEGENDHOLDING (03396.HK) announced its 2024 annual report, reporting revenue of 512.806 billion yuan (RMB, the same below), a year-on-year increase of 17.61%, and achieving a net income attributable to shareholders of 0.133 billion yuan, turning a profit. The significant increase in net income is mainly due to 1) a substantial year-on-year improvement in the performance of the Operation sector of LENOVO GROUP; 2) benefiting from the market recovery, the performance of the industry incubation and investment sector has improved. LEGENDHOLDING currently has evident investment value, reflected in two points: 1. The arrival of the performance turning point lays the foundation for valuation recovery: the net income attributable to shareholders of LEGENDHOLDING.