港股异动 | 联想集团(00992)涨超6% 第三财季纯利同比翻倍增长 将在AI PC本地部署DeepSeek大模型

智通财经
Feb 21, 2025

智通财经APP获悉,联想集团(00992)涨超6%,截至发稿,涨6.45%,报12.54港元,成交额11.43亿港元。

消息面上,联想集团日前发布2024年第三财季业绩,该集团取得收入187.96亿美元,同比增长19.56%;公司权益持有人应占溢利6.93亿美元,同比增长105.64%;每股基本盈利5.66美仙。此外,联想集团宣布,将在AI PC端侧本地部署DeepSeek大模型,使其成为全球首家端侧部署该大模型的AI PC品牌。同时,联想发布了多款可预装DeepSeek、Qwen大模型AI工作站和一体机。

国泰君安发布研究报告称,DeepSeek蒸馏小模型支持本地化部署,对硬件要求较高,高性能的AI PC具备硬件优势,AI PC长期渗透是必然趋势。长期看,高性能、低成本的模型将催化AI应用,解决AI PC应用场景匮乏的问题。联想作为AI PC龙头充分受益,积极接入DeepSeek。

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