Lenovo's AI PC Replacement Story Intact -- Market Talk

Dow Jones

02-25

0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. "We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle." Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 24, 2025 21:17 ET (02:17 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。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2514082019"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2514082019\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2514082019?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-25 10:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2514082019","market":"hk","top_or_hot":-1,"title":"Lenovo's AI PC Replacement Story Intact -- Market Talk","media":"Dow Jones","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 21:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Lenovo's AI PC Replacement Story Intact -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLenovo's AI PC Replacement Story Intact -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-25 10:17</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 21:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0577902611.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2514082019","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514082019","pubTimestamp":1740449820,"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":"0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"80992":"联想集团-R","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","PC":"Premium Catering (Holdings) Ltd.","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1193":"电脑硬件、储存设备及电脑周边","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999002406.SGD":"利安新加坡信托基金","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0048573645.USD":"富达东盟基金","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","BK6516":"银行与投资服务概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","00992":"联想集团","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","BK1607":"新IT概念","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LNVGY":"联想集团ADR","LU0918141887.USD":"安联亚洲实际收益股票基金","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC"},"translate_title":"联想AI PC替代故事完好无损——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"PC":1,"00992":0.9,"LNVGY":0.9},"content_text":"0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 24, 2025 21:17 ET (02:17 GMT)\n\n\n  Copyright (c) 2025 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}