智通财经APP获悉，里昂发布研究报告称，近期DeepSeek模型崛起再次印证该行认为今年是人工智能(AI)应用的突破之年。随着模型规模缩小及推理成本下降，AI应用的普及正在加速。
该行认为，AI应用领域集中在边缘AI设备、AI自动驾驶和AI手机方面。在港股中，该行推荐股份包括比亚迪电子(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)及小米集团-W(01810)(AI边缘设备)。
当中，该行更改对比亚迪电子、舜宇光学(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)及商汤(00020)的目标价和预测，并将华虹半导体的评级由“持有”上调至“跑赢大市”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.