金吾财讯 | 中信里昂在报告中支持，随着DeepSeek模型的崛起，该行此前认为2025年是人工智能(AI)应用突破年这一观点得到了进一步验证。模型规模的缩小以及推理成本的降低，正在加速推动AI应用的普及。
该行指出，AI应用的主要领域集中在边缘AI设备、AI自动驾驶以及AI手机。在港股市场中，中信里昂推荐的个股包括比亚迪电子(00285，智能驾驶)、瑞声科技(02018，AI iPhone)、金蝶国际(00268，AI软件)、高伟电子(01415，AI手机)以及小米(01810，AI边缘设备)。
此外，中信里昂对比亚迪电子、舜宇(02382)、金蝶国际、华虹半导体(01347)、中芯国际(00981)、丘钛科技(01478)、中国软件国际(00354)和商汤(00020)的目标价和盈利预测进行了调整，并将华虹半导体的评级从“持有”上调至“跑赢大市”。
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