智通财经APP获悉，联想集团(00992)涨超12%，盘中高见13.3港元创下历史新高，截至发稿，涨12.05%，报13.2港元，成交额22.52亿港元。
消息面上，联想集团发布2024年第三财季业绩，营收及净利润都取得了大幅增长。同时，联想正在个人AI与企业AI两大领域与DeepSeek开展更全面、深入的合作。此外，联想集团宣布，2月25日开始AI PC端侧DeepSeek模型灰度测试。联想将对天禧AS做大的升级，将在天禧AS里部署DeepSeek 7B的大模型，这是端侧部署这样规模大模型的首家AI PC厂商。
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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