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GTJA: The acceleration of AI PC penetration brings valuation enhancement, maintaining LENOVO GROUP "Shareholding" rating with a Target Price of 16 Hong Kong dollars.
GTJA released a research report stating that the DeepSeek distilled small model supports localized deployment and has high hardware requirements. High-performance AI PCs have hardware advantages, and the long-term penetration of AI PCs is an inevitable trend. In the long run, high-performance, low-cost models will catalyze AI applications and solve the problem of the scarcity of AI PC application scenarios. LENOVO (00992), as the leader in AIPC, will fully benefit and actively integrate DeepSeek. GTJA is bullish on the accelerated penetration of AI PCs bringing valuation increases to LENOVO GROUP, giving it a Target Price of 16.0 HKD for FY 2025.
GTJA: In Q4 2024, the proportion of public active investment continues to decline, favoring Technology and Hong Kong stocks.
GTJA stated in the analysis of public actively managed equity Fund allocation for the fourth quarter of 2024 that equity positions slightly decreased by 0.03%, and the Market Cap and shares of the Fund continued to decline.
Shanghai Bourse Accepts Haitong Securities' Delisting Application
Market Chatter: Chinese Financial Firms Accelerate DeepSeek Integration Into Systems
Express News | Guotai Junan Securities Says Company's a-Shares to Resume Trading on Feb 10
Hong Kong stock Concept Tracking | The Hang Seng TECH Index enters a "technical bull market" with the Brokerage Sector gradually gaining momentum (including Concept stocks).
The Hang Seng TECH Index rose by 2.8% at midday, up more than 20% from the January low.
Jimmy w : Does this mean Futu will take off?
bullrider_21 OP Jimmy w : I think after a consolidation, it will rise again.