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Unavoidable AIPC! Before CES, chip giants rush to release new products, and Terminal Manufacturers are actively warming up.
① AIPC is seen as a new benchmark for Consumer Electronics in the AI era. Over the past year, major manufacturers globally have continually explored AI empowerment, product forms, user experience, and other aspects. ② Institutions expect that in 2024, the AIPC shipment volume will account for approximately 20% of the total PC shipment volume under a broad definition.
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
"A horse that never dies" has been born in the Technology circle!
Recently, the overseas professional technology media Laptopmag reviewed laptops for 2024. Among them, battery life became a key focus, leading to the emergence of the "new deity." Laptopmag stated that most Copilot+PCs lasted 13 hours or longer in their battery life tests. For example, the Dell XPS 13 lasted an impressive 19 hours! However, even more impressive is that the Qualcomm version of the Lenovo ThinkPad T14s Gen 6 has broken Laptopmag's battery life record.
【Brokerage Focus】Goldman Sachs raised the Target Price for LENOVO GROUP (00992) by 4.6% and expects the group's revenue to grow by 18% year-on-year in 2025.
Jingu Finance News | Goldman Sachs released a report indicating that it expects LENOVO GROUP (00992) to achieve an 18% year-on-year revenue growth by 2025, with a gross margin of 16.6%, which is sustainable and significantly benefited by AI PCs, AI Servers, and supportive product cycles. The group's net profit margin is expected to gradually recover to 2.7-2.8% in the 2027-2028 fiscal year, similar to the levels of the 2022-2023 fiscal year. Goldman Sachs has lowered its net profit forecast for the company for the fiscal years 2025-2027 by 16%/13%/6%, and has introduced forecasts for the fiscal year 2028. LENOVO's current market price is equivalent to 10 in 2025.
Recent Uptick Might Appease Lenovo Group Limited (HKG:992) Institutional Owners After Losing 2.8% Over the Past Year
Capital trends | Northbound capital heavily purchased Hong Kong stocks for nearly 8.5 billion Hong Kong dollars, significantly increasing positions in Semiconductor Manufacturing International Corporation by nearly 1.4 billion Hong Kong dollars.
Track the latest dynamics of southbound capital.
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