HULENOV@EC2606A

Lenovo Unveils Latest AI Hardware Products at MWC2026

Lenovo Launches Adaptive AI Devices at the 2026 Mobile World Congress

Lenovo Group Sees Significant Decline in Short Positions in February

Fitch Maintains Lenovo Rating Outlook Stable

Lenovo Launches Advanced Support Service for Servers

Guohai Securities Adjusts Lenovo's FY2026-FY2028 Earnings Forecast

Lenovo's China Infrastructure Business Experiences Significant Growth

Lenovo Launches New AI-Driven Edge Computing Solutions

Lenovo Reports Record 2025/26 Q3 Earnings, AI Sales Soar

Guosheng Securities Reiterates Buy Rating on Lenovo Group

Lenovo to Increase Prices on Commercial Products Due to Chip Shortage

Lenovo Expands Global R&D Layout, Establishes Multiple AI Innovation Centers

Goldman Sachs Raises Lenovo Group Target Price to HKD12.53

CLSA Raises Forecast and Target Price for Lenovo Group

CICC Reiterates Buy Rating on Lenovo Group with Target Price at HKD14.80

CGS International and Jim Hin Kwong Au Reiterate Buy Rating on Lenovo Group, UOB Kay Hian Maintains Hold Rating

BOA Securities upgrades Lenovo 2026 fiscal year earnings forecast but downgrades 2027-28 fiscal year forecasts

Morgan Stanley Releases Q3 CY2026 Performance Report for Lenovo Group

UOB Kay Hian Raises Lenovo's FY2026-2028 Adjusted Net Profit Forecast

JPMorgan Downgrades Lenovo's FY2027 Earnings Forecast

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On March 2nd, the Hong Kong stock market was affected by profit-taking, with the three major indices experiencing significant declines during the session. The Hang Seng Tech Index fell by 2.86%, leading the decline. The internet, hardware, and retail sectors generally weakened, with Xiaomi Group down 4.93% and Baidu down 4.04%. Despite the market adjustment, individual stocks like D&G TECH surged against the trend due to speculative factors. Market sentiment is cautious, and investors are closely monitoring the Hong Kong manufacturing PMI and liquidity changes

- On March 2, the Hong Kong stock market experienced significant declines across major indices, with the Hang Seng Index falling 2.57% to 25,945.88 points due to profit-taking pressures.  
- Key sectors such as retail and internet content suffered, with notable declines in Alibaba and Tencent shares, while macroeconomic factors like PMI and CPI data are closely monitored by investors for insights on local economic recovery.  
- Speculative trading was highlighted by sharp increases in stocks like Deji Technology and Sinopec, suggesting volatility amid broader liquidity concerns and geopolitical factors.

Market Heartbeat

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Hong Kong stocks intraday | Three major indices fell, technology stocks led the decline, Xiaomi Group dropped 4.93%, Baidu fell 4.04%

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Lenovo has introduced the Legion Go Fold Concept, a Windows gaming handheld featuring a foldable POLED display and detachable controllers. The device can be used as a standard handheld with a 7.7-inch screen or unfolded for a larger display. The controllers can be repositioned for vertical or horizontal gameplay, enhancing the gaming experience.

The Verge

Guotai CSI Animation Game ETF

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AXA SPDB CSI Hugangshen Game and Culture Media ETF

Wedbush ETFMG Video Game Tech ETF

VanEck Video Gaming and eSport ETF

This Windows gaming handheld has a screen that folds in half

Lenovo has unveiled new Yoga laptops at MWC 2026, including the Yoga 9i 2-in-1, which features a 2880 x 1800, 120Hz OLED touchscreen and a Yoga Pen Gen 2 stylus. The pen case attaches to the laptop's lid, allowing the screen to be positioned at an ergonomic angle for easier note-taking and drawing. The design includes rounded edges for a comfortable grip, enhancing usability for creative tasks.

The new Yoga 9i 2-in-1 from Lenovo has an angled ‘canvas mode’ for easier note-taking

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Lenovo has announced five new ThinkPads and a ThinkBook laptop at MWC 2026, including the X13 Detachable, which is a significant update from the X12 Detachable. The new models include the ThinkPad T14S Gen 7 ($1,899), T14S 2-in-1 Gen 2 ($1,849), T16 Gen 5 ($1,799), T14 Gen 7 ($1,799), X13 Detachable ($1,999), and ThinkBook 14 2-in-1 Gen 6 ($1,754).

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Invesco S&P 500 Equal Weight Tech ETF

Lenovo’s redesigned ThinkPad Detachable tablet has a bigger screen and legit keyboard

Lenovo has unveiled new AI-based productivity concepts at MWC, including the AI Workmate Concept, a robotic arm designed to assist office workers. This device features a swiveling base and a screen displaying expressive eyes, aiming to enhance productivity while providing companionship. It operates as a smart assistant through local AI processing, although it may not replicate the engagement of a human co-worker.

A robot arm with puppy dog eyes is just one of Lenovo’s new desktop AI concepts

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Lenovo unveiled its ThinkBook Modular AI PC concept at Mobile World Congress, showcasing a laptop with removable components like the keyboard, screen, and ports. The device features a 14-inch 4K OLED touch panel, a secondary display that can be attached or used independently, and removable port blocks. It is powered by an Intel Core Ultra 7 processor, with 32 GB RAM and a 1 TB SSD. While pricing is unknown, the modular design may influence future ThinkBook models. Additionally, Lenovo's ThinkPad T-series will see a refresh with new color options and CPU choices.

- Lenovo's ThinkBook Modular AI PC concept showcases a customizable laptop design, allowing users to interchange components like screens, keyboards, and port blocks.  
- Featuring a 14-inch 4K OLED display, it incorporates magnetic connections for a secondary screen and supports Bluetooth keyboards, enhancing versatility in productivity.  
- Lenovo also announced upcoming ThinkPad models with improved repairability and the new X13 Detachable, aimed at competing with the Surface Pro, set for release later this year.

The Register

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Lenovo shows off snap-together laptop with removable keyboard, screen, and ports

Lenovo has unveiled innovative prototypes, including a modular laptop with dual displays and detachable ports, aimed at enhancing user flexibility. Additionally, a portable gaming device featuring a folding display was introduced, catering to mobile gaming demands. These developments reflect Lenovo's commitment to technological advancement and user experience, potentially revolutionizing laptop usage and providing immersive gaming solutions.

CoinLive

Lenovo Unveils Innovative Prototypes Including Modular Laptop and Gaming Device

At MWC 2026, Lenovo unveiled a range of adaptive AI devices, including a modular PC architecture, a glasses-free 3D laptop, and a foldable gaming handheld. The Lenovo Qira, a Personal Ambient Intelligence system, will roll out across over 20 devices, enhancing user experience across PCs, tablets, and smartphones. Lenovo's new concepts focus on modularity and adaptability, aiming to support evolving workflows. The updated commercial portfolio emphasizes AI readiness and sustainability, while consumer devices cater to creators and gamers with intelligent features.

StockTitan

Lenovo Unveils Adaptive AI PCs, Modular Concepts, and Lenovo Qira Rollout at MWC 2026 | LNVGY Stock News

Lenovo Group Ltd. (OTCMKTS:LNVGY) experienced a significant decline in short interest in February, with a total of 69,523 shares shorted, down 30.8% from January's 100,506 shares. The short-interest ratio is currently 0.4 days based on an average trading volume of 191,841 shares. Analysts have mixed ratings, with Zacks upgrading the stock to "hold" and JPMorgan downgrading it to "neutral." Lenovo reported $0.84 EPS for the last quarter, exceeding estimates, and had a revenue of $22.20 billion, surpassing expectations of $20.65 billion.

Market Beat

Lenovo Group Ltd. (OTCMKTS:LNVGY) Sees Significant Decline in Short Interest

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Legend Holdings Corporation announced that its subsidiary Lenovo has received board approval to increase the annual cap on a manufacturing agreement with Fujitsu-linked FCCL due to rising printer orders. This change reflects stronger demand in Lenovo's printer business and higher expected transaction volumes. Additionally, FCCL has renewed key connected transaction agreements with Fujitsu Group members, extending them beyond May 2026. The board confirmed these agreements are on normal commercial terms and in shareholders' interests. The latest analyst rating for Legend Holdings stock is a Hold with a price target of HK$8.50.

Tip Ranks

Fujitsu Limited

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Fujitsu

Legend Holdings Raises Lenovo-Fujitsu Deal Cap and Renews Connected Transactions

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Lenovo is reportedly developing a foldable gaming laptop called the Legion Go Fold, which can function as both a handheld gaming device and a traditional laptop. The device features a POLED display that can expand from 7.7 inches to 11.6 inches and offers four different form factors, including a vertical split screen mode and attachment options for controllers and a keyboard. Leaked images showcase its versatile design.

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Lenovo leak reveals a foldable gaming handheld that’s also a Windows laptop

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

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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...

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

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

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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

HULENOV@EC2606A(26449.HK)

Hong Kong stocks intraday | Three major indices fell, technology stocks led the decline, Xiaomi Group dropped 4.93%, Baidu fell 4.04%

This Windows gaming handheld has a screen that folds in half

The new Yoga 9i 2-in-1 from Lenovo has an angled ‘canvas mode’ for easier note-taking

Lenovo’s redesigned ThinkPad Detachable tablet has a bigger screen and legit keyboard

A robot arm with puppy dog eyes is just one of Lenovo’s new desktop AI concepts