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《大行報告》國泰君安:聯想集團(00992.HK)AI PC爆發在即 引領產業新變革
國泰君安發表評級報告指,聯想集團在(00992.HK)CES 2024重磅新品集體亮相,AI PC規模化落地。集團攜40多款AI設備與解決方案亮相,其中聯想推出十餘款AI PC;聯想集團董事長楊元慶完整定義AI PC五大核心特質,包括壓縮和優化的個人大模型、更強大的算力和儲存、更順暢的自然語言交互、更可靠的安全和隱私保護以及豐富的AI應用生態,AI PC正式開啟AI Ready階段。 該行指,聯想集團在CES 2024開啟AI PC規模化落地,個人電腦(PC)景氣度回升與AI PC變革共驅增長。該行指,維持其盈利預測,並預計在2024至26年淨利潤分別為9.6億美元、14.3億美元及18.2億美元,以及維持其評級為「增持」。(ca/w) ~
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