华泰证券最新研报认为_老虎社区_美港股上老虎

每日复盘
02-13

华泰证券最新研报认为，联想集团将受益于DeepSeek端侧部署，维持“买入”评级并给予目标价13.85港币。短期看，DeepSeek的出现使端侧部署算力的需求明显增长，具有一定算力能力的超极本需求有望边际向上，长期看利好下游AI应用繁荣和商业化落地，AI PC有望带动PC消费者再次换机，联想作为全球PC龙头有望受益。其实从联想AI PC产品直接使用DeepSeek、联想小天接入DeepSeek，更多深入合作已经证明双方在落地应用上的高度契合，后市值得长期看好。 $联想集团(00992)$

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聊城老鹅
·02-13
把DeepSeek引入联想小天，联想不仅能为用户提供更智能、便捷的交互体验，也给AI PC发展注入了新的动力。
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五级大师兄
·02-13
联想AI PC本身就有迎来换机潮的预期，这次DeepSeek本地部署引发的换机需求让这个预期更强
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