SGLENOV@EP2611A

ServiceNow and Lenovo Partner to Leverage Native AI for Business Optimization

Lenovo CEO Yang Yuanqing: AI Inclusiveness will Drive Increased Demand for Computing Power

Lenovo (Shanghai) Technology Co., Ltd. Increases Registered Capital to 622 Million Yuan

Lenovo Vehicle Computing Launches Auto AI Box Cockpit and Autonomous Driving Intelligence Platform

Lenovo Acquires Phoenix Technology's Firmware Business

Lenovo Launches PPAP Document Review AI for Quality Control Efficiency

WeRide collaborates with Lenovo to deploy autonomous vehicles

WeRide and Lenovo Upgrade Global Strategic Cooperation, Plan to Deploy 200,000 Autonomous Vehicles

Yang Yuanqing Announces Personal Donation of 200 Million Yuan to Support SJTU AI Research

WeRide and Lenovo Upgrade Global Collaboration to Accelerate Robotaxi Commercialization

Lenovo Unveils First-Ever Claw AI All-in-One Device for Education

Lenovo Establishes AI Tech Center in London and Plans Further Expansions

CLSA Raises Profit Forecast for Lenovo

Lenovo Establishes AI Innovation Center in the Hong Kong-Shenzhen Innovation and Technology Cooperation Zone

Lenovo to Demonstrate Large-Scale AI at Hannover Messe 2026

Global PC shipment growth 3.2% in Q1, ASUS leading with 20% increase

Lenovo Announces New AI Product and Investment Goals

Lenovo Launches META Regional Headquarters in Saudi Arabia

Lenovo Assists Li Auto in Launching PPAP Document Review AI Agent

Lenovo Deploys Agentic AI to Enhance Customer Experience

NTES-S

KWAN YONG

PEIJIA-B

REMEGEN

RADIANCE HLDGS

POP MART

BAOZUN-W

ARCHOSAUR GAMES

XIAOCAIYUAN

HEPALINK

00992

Lenovo Group (SEHK:992) has expanded its partnership with WeRide to deploy 200,000 Level 4 autonomous vehicles globally over five years. The company's share price has risen significantly, with a 30-day return of 25.39% and a 90-day return of 30.50%. Analysts estimate a fair value of HK$12.23, suggesting Lenovo is currently undervalued at HK$12.15. The growth in AI and infrastructure is driving demand for Lenovo's products, although risks include potential declines in PC demand and increased R&D costs. Investors are encouraged to review the company's financials and market position.

Simplywall

WeRide

LENOVO GROUP

Lenovo Group

WERIDE-W

LENOVO GROUP-R

Lenovo Group (SEHK:992) Valuation Check After Major WeRide Autonomous Vehicle Deployment Deal

CEVA

LNVGY

The ThinkPad Headset 8550 (Aura Edition) with Ceva RealSpace® technology offers immersive, low-latency spatial audio for music, video, and gaming. Released on May 5, 2026 in Rockville, Md., this headset enhances immersion beyond conference calls. This latest model extends usage versatility, catering to the evolving needs of users in the hybrid work environment.

Unusual Whales

Lenovo's New ThinkPad Headset Uses Ceva Spatial Audio to Make Entertainment Content More Immersive and Drive All-Day Use

Lenovo and ServiceNow have expanded their strategic agreement to enhance operational efficiency and governance through AI-native workflow automation. This collaboration aims to reduce IT support costs by up to 30% and improve employee productivity by 50%. The integrated solution combines Lenovo's device intelligence with ServiceNow's AI platform, enabling organizations to automate workflows and achieve measurable outcomes. The partnership will initially launch in Australia, New Zealand, Hong Kong, Singapore, and Ireland, with plans for global expansion.

StockTitan

ServiceNow

ServiceNow and Lenovo help organizations reduce costs, accelerate productivity, and improve governance with AI-native operations | NOW Stock News

512720

159998

Lenovo has announced the Pro 9i Aura Edition laptop, designed for creatives. It features a powerful Intel Core Ultra 9 processor, 32GB RAM, and a 1TB SSD. The 16" OLED touchscreen offers a resolution of 2880 x 1800 and supports 100% of the DCI-P3 color range. Connectivity options include dual Thunderbolt 4 ports and USB-A ports. The laptop comes with a Lenovo Yoga Pen Gen 2 and a complimentary two-month Adobe Creative Cloud membership. This model aims to provide a robust solution for designers and editors on the go.

Fidelity

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

Spdr Select Tech

Intel

NVIDIA

Wacom Co., Ltd.

Adobe

NVIDIA Corporation

Lenovo 16" Pro 9i Aura Edition Laptop for Creatives, Announced; Learn More Info at B&H

561600

Motorola's Razr and Razr Plus flip phones have seen a price increase of $100, with the Razr Plus now costing $1,099. Despite the higher price, upgrades are minimal, featuring an older Snapdragon 8S Gen 3 chipset, 12GB of RAM, and a slightly improved battery capacity of 4,500mAh. The main camera hardware remains unchanged, indicating limited enhancements in the new models.

The Verge

Ping An CSI Consumer Electronic Theme ETF

The Moto Razr and Razr Plus are victims of shrinkflation

The sustainability conversation has evolved into a practical focus on implementation and measurement, with partners now embedding sustainability into long-term plans. The Lenovo 360 Circle community, comprising over 800 partners, aims to bridge the gap between commitment and execution by providing shared outcomes and practical tools. Partners are increasingly viewing sustainability as a growth lever, particularly in areas like circular IT and energy-efficient infrastructure. Lenovo is facilitating this shift by connecting technology and data to enhance customer conversations around sustainability. The upcoming Lenovo 360 Circle Summit will further align partners on actionable strategies for growth and impact.

MorningStar

Beyond Earth Day: Turning Sustainability Into Growth Across the Partner Ecosystem

OTAVA has appointed Donnie Gerault as President and CEO. With over 20 years of experience in the managed cloud services industry, Gerault has previously held leadership roles at Lenovo and Atos. His expertise in cloud modernization and organizational growth is expected to guide OTAVA's next phase of success. Gerault expressed excitement about joining OTAVA and contributing to its strong culture and market position.

fidelity

OTAVA Appoints Donnie Gerault as CEO

A San Francisco-based company is broadening its range of handcrafted cases by introducing a custom-fit option designed specifically for Lenovo's flagship Windows gaming handheld. The case is crafted from premium materials and features a magnetic closure and charge-through functionality, catering to the needs of high-value gaming devices like the Lenovo Legion Go 2. This expansion showcases the company's commitment to providing protection and accessibility for top-tier gaming gadgets.

WaterField Designs Introduces Magnetic Gaming Case for Lenovo Legion Go 2 Handheld

Lenovo has appointed Salman Abdulghani Faqeeh as Vice President & General Manager for Saudi Arabia, emphasizing its commitment to the Kingdom as a strategic market. Faqeeh will oversee market strategy and operational execution, supporting Saudi Arabia's Vision 2030 and digital transformation initiatives. With over two decades of experience in the technology sector, he aims to enhance local capabilities and strengthen partnerships. Tareq Alangari, Lenovo's regional president, highlighted Faqeeh's leadership as crucial for the company's growth in the region.

Zawya

ZAWYA: Lenovo appoints Salman Faqeeh to lead its strategic expansion in the Kingdom of Saudi Arabia

Conference Minutes

Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...

Vera Therapeutics

Avino Silver & Gold Mines

Dell Tech

Autonation

NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns

Nvidia’s new N1 and N1X chips will soon be out in consumer laptops from Dell and Lenovo, media report, noting the Arm-based chips with integrated Nvidia RTX-series (Blackwell) GPUs are made for Windows-on-Arm laptops. The chips are co-developed with Taiwan’s MediaTek and built using TSMC’s 3nm process. $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Arm(ARM.US) $Dell Tech(DELL.US) $Lenovo Group(LNVGY.US) #mediatek #lenovoSource: Dan Nystedt

MediaTek

PC giants Lenovo, Dell and HP all warned the AI boom is using up memory chips, leading to tight global supplies next year, media report, citing Lenovo’s CFO saying the cost surge is “unprecedented” and confirming Lenovo is stockpiling memory chips, while Dell’s COO said he’s never seen memory costs “escalate at this pace” and HP’s CEO said the 2nd half of next year will be “particularly challenging” and HP will raise PC prices if necessary. The three PC giants all held quarterly earnings conferences recently. $Lenovo Group(LNVGY.US) $Dell Tech(DELL.US) $HP(HPQ.US) $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung #SemiconductorsSource: Dan Nystedt

Today’s Key News Recap

1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

Morgan Stanley

CHINA MOBILE

Micron Tech

CATL

CTG DUTY-FREE

Charles Schwab

Pro Ultr Silver

iShares Silver Tr

Meta Platforms

Taiwan Semiconductor

Financial Select Sector SPDR Fund

China Mobile

CHINA MOBILE-R

CATL HK SDR 30to1

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

$XTALPI(02228.HK) The data is as boring as the order book. But the intraday rebounds for two consecutive days still make &#34;Lenovo&#34; start to flutter. Just wait and see.

XTALPI

SGLENOV@EP2611A(28956.HK)

Lenovo Group (SEHK:992) Valuation Check After Major WeRide Autonomous Vehicle Deployment Deal

Lenovo's New ThinkPad Headset Uses Ceva Spatial Audio to Make Entertainment Content More Immersive and Drive All-Day Use

ServiceNow and Lenovo help organizations reduce costs, accelerate productivity, and improve governance with AI-native operations | NOW Stock News

Lenovo 16" Pro 9i Aura Edition Laptop for Creatives, Announced; Learn More Info at B&H

The Moto Razr and Razr Plus are victims of shrinkflation