港股異動丨聯想集團升超5%創歷史新高,受益於DeekSeek端側部署+上季業績被看好
聯想集團(0992.HK)持續走強,盤中升超5%,報12.8港元,股價創歷史新高,市值逼近1600億港元。華泰證券稱,DeepSeek的出現使端側部署算力的需求明顯增長,具有一定算力能力的超極本需求有望邊際向上,長期看利好下游AI應用繁榮和商業化落地,AI PC有望帶動PC消費者再次換機,聯想作為全球PC龍頭有望受益。維持“買入”評級。摩根大通發表報吿指出,聯想旗下業務表現出色,料帶動上季季績表現令市場有驚喜,刺激股價上週大升超30%。摩通估計,AIPC發展仍處初步階段,但DeepSeek成功有望推動更多小模型出來,估計5月台北國際電腦展(Computex)前,料對行業前景仍正面。因此,將聯想評級維持“增持”不變,基於盈利平穩向上,目標價由12港元上調16.7%至14港元。另外,國盛證券發研報指,DeepSeek引起全球關注,建議關注國產AI軟硬件機會。其中,消費電子盈利性改善、疊加AI創新,建議關注受益於新機迭代、成長性好或盈利性改善的消費電子鏈企業,如聯想集團等。國盛證券將聯想集團納入2025年2月海外金股組合。

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