Lenovo Well Placed to Benefit From Broader AI PC Adoption -- Market Talk

Dow Jones

2024/10/16

0919 GMT - Lenovo is well positioned to benefit from the inflection point in AI PC adoption expected next year, DBS analyst Jim Au says in a research note. Intel's x86 AI chips, likely to launch in November, could unlock AI PC purchases, particularly in the commercial segment, Au says. DBS thinks Lenovo has a strong pipeline to expand its AI PC offerings through 2024 and 2025, and its AI PC shipments could surge 126% and 154% in fiscal 2025 and 2026, respectively, representing 20% and 47% of its total PC shipments. DBS maintains a buy call on Lenovo and raises the target price to HK$13.60 from HK$12.40. Shares last closed at HK$11.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

October 16, 2024 05:19 ET (09:19 GMT)

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Intel's x86 AI chips, likely to launch in November, could unlock AI PC purchases, particularly in the commercial segment, Au says. DBS thinks Lenovo has a strong pipeline to expand its AI PC offerings through 2024 and 2025, and its AI PC shipments could surge 126% and 154% in fiscal 2025 and 2026, respectively, representing 20% and 47% of its total PC shipments. DBS maintains a buy call on Lenovo and raises the target price to HK$13.60 from HK$12.40. Shares last closed at HK$11.00. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2024 05:19 ET (09:19 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1282649067.USD","symbol_name":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2475695326","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2475695326","pubTimestamp":1729070340,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0919 GMT - Lenovo is well positioned to benefit from the inflection point in AI PC adoption expected next year, DBS analyst Jim Au says in a research note. 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Intel's x86 AI chips, likely to launch in November, could unlock AI PC purchases, particularly in the commercial segment, Au says. DBS thinks Lenovo has a strong pipeline to expand its AI PC offerings through 2024 and 2025, and its AI PC shipments could surge 126% and 154% in fiscal 2025 and 2026, respectively, representing 20% and 47% of its total PC shipments. DBS maintains a buy call on Lenovo and raises the target price to HK$13.60 from HK$12.40. Shares last closed at HK$11.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 16, 2024 05:19 ET (09:19 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}