里昂发表报告，DeepSeek对消费电子供应链产生正面影响，促使硬件规格加速升级，并加速AI装置置换。同时认为图像处理器(GPU)短期需求稳健，而长期而言，预期特殊应用芯片的渗透率将会提升。该行相信，DeepSeek将有助加速普及成本较低且性能良好的人工智能应用。
在该行覆盖股票中，认为DeepSeek主要受惠者包括比亚迪电子(00285.HK) 、瑞声(02018.HK) 、联想集团(00992.HK) 、小米-W(01810.HK) 、商汤-W(00020.HK) 、高伟电子(01415.HK) 、歌尔(002241.SZ) 及立讯精密(002475.SZ) 。
里昂对该等股份投资评级及目标价表列如下：
股份｜投资评级｜目标价(港元)
比亚迪电子(00285.HK) ｜跑赢大市｜60元
瑞声(02018.HK) ｜高度确信跑赢大市｜54.6元
高伟(01415.HK) ｜跑赢大市｜30.5元
小米-W(01810.HK) ｜高度确信跑赢大市｜56.5元
商汤-W(00020.HK) ｜跑赢大市｜2.14元
歌尔(002241.SZ) ｜跑赢大市｜33.1元人民币
立讯精密(002475.SZ) ｜跑赢大市｜50元人民币
(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-19 16:25。) (A股报价延迟最少十五分钟。)
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