【星展：联想集团将受惠于2025年的升级周期 予买入评级】金十数据2月24日讯，星展发表研究报告指，联想集团(00992.HK)截至去年12月底止2025财年第三季收入按年升20%至188亿美元，纯利按年升105.6%至6.93亿美元。该行预料，将DeepSeek融合于联想个人计算机AI助理小天，能有助提高公司在AI个人计算机市场的普及率，向客户提供更好AI功能。该行相信，DeepSeek将通过降低专有AI模型开发的进入门槛和加速企业AI的采用来推动长期AI服务器需求。该行将集团2025财年盈利预测上调8.4%，反映一次性递延税收抵免。该行认为联想将受惠于2025年的升级周期，服务增长及PC复苏将驱动估值重评，目标价为17.2港元，评级买入。
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