0352 GMT - Lenovo Group could be a key beneficiary of DeepSeek's breakthrough, UOB Kay Hian analysts Johnny Yum and Colin Lee say in a research note. The cheaper and more accessible AI features introduced by DeepSeek could encourage more enterprises, especially small- and mid-sized ones, to start investing in AI equipment, the analysts say. This could accelerate replacement demand for both PCs and servers, they add. Lenovo recently incorporated DeepSeek's AI model into its in-house AI assistant and is reportedly having more collaboration with the AI startup. UOB maintains a buy call on Lenovo and raises its target price to HK$14.30 from HK$12.00 on better visibility of the AI PC replacement cycle thanks to DeepSeek. Shares are 2.8% higher at HK$12.50. (sherry.qin@wsj.com)
(END) Dow Jones Newswires
February 13, 2025 22:52 ET (03:52 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。