港股異動丨聯想集團逆勢漲近5%,再創歷史新高
聯想集團(0992.HK)今日逆勢上漲,盤中一度漲近5%,報13.18港元,再創歷史新高。公司近期獲多家投行齊看好。其中: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,長期看利好下遊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,聯想作爲全球PC龍頭有望受益。維持“買入”評級。大華繼顯稱,聯想集團將於5月20日公佈2025財年第三季業績,預期收入和淨利潤將高於市場預期和管理層的指引。另外,由DeepSeek推動的人工智能創新,將支持人工智能個人計算機的長期增長。維持對其“買入”評級,並將目標價由12港元上調至14.3港元。國泰君安證券稱,DeepSeek蒸餾小模型支持本地化部署,帶動AI PC滲透率提升,長期看模型降本將催生各類AI垂類應用,AI PC應用場景得以豐富。聯想作爲PC龍頭充分受益。看好AI PC加速滲透爲聯想帶來估值提升,給予聯想集團FY 2025目標價16港元,維持“增持”評級。星展指,在Windows 11遷移及強大的人工智能個人計算機(AI PC)管道推動下,聯想集團將受惠於今年的更換週期。ThinkPad、Yoga、IdeaPad等主力機型將於今年初上市,進一步增強聯想的競爭優勢。聯想已將DeepSeek人工智能融入其小天助手中,與DeepSeek的進一步合作將增強聯想的人工智能生態系統。預計聯想的AI PC出貨量在2025財年及2026財年將分別增長125.9%及153.8%,佔總PC出貨量20%及47%。維持予其“買入”評級,目標價由12.7港元大幅上調至18.4港元。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.