Lenovo Likely Key Beneficiary of DeepSeek's Breakthrough -- Market Talk

WSJFeb 13 22:52 ET

Lenovo Group Target Price Raised to HK$14.30 From HK$12.00 by UOB Kay Hian >0992.HK

Dow JonesFeb 13 22:47 ET · Ratings

DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.

Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.

wallstreetcnFeb 13 22:47 ET

BOCOM INTL: Hong Kong stocks/Chinese concept stocks will continue to benefit from the value reassessment brought about by technological innovation.

BOCOM INTL expects stable growth in performance for sub-industries including OTA/gaming/e-commerce, while the performance of advertising/lifestyle services/entertainment companies is varied.

Zhitong FinanceFeb 13 21:16 ET

Lenovo's mobile phones have entered the top five in the Global overseas market, and multiple AI edge products will be launched at MWC.

On February 11, according to the latest data from the International Data Corporation (IDC), Lenovo's Motorola performed strongly in overseas markets, achieving a position in the Global top five for both revenue and shipment volume, demonstrating the strong competitiveness and brand influence of Lenovo Smart Phone in the Global market. IDC data shows that in the fourth quarter of 2024, despite challenges in the Global Smart Phone market, Lenovo Smart Phone still maintained a steady growth trend in overseas markets. In terms of revenue, Lenovo Smart Phone experienced a year-on-year growth of 10.6%, ranking fifth, and in terms of shipment volume, it also ranked fifth with a year-on-year growth of 15%. With its excellent product capabilities and innovative technology applications.

Gelonghui FinanceFeb 13 20:40 ET

Earnings Preview: LENOVO GROUP to Report Financial Results on February 20

Moomoo NewsFeb 13 20:00 ET