Lenovo's AI PC Replacement Story Intact -- Market Talk

Dow Jones2025-02-25

0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. "We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle." Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 24, 2025 21:17 ET (02:17 GMT)

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Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 21:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lenovo's AI PC Replacement Story Intact -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLenovo's AI PC Replacement Story Intact -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-25 10:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 21:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2152927971.USD","symbol_name":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2514082019","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514082019","pubTimestamp":1740449820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0217 GMT - Lenovo's AI PC replacement story remains solid, UOB Kay Hian analysts say in a research note. 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Management expects its AI PC sales volume to accelerate in 2H as more affordable products become available, Windows 10 reaches end of support and highly capable AI models such as DeepSeek are likely launched, they say. \"We believe Lenovo remains one of the biggest beneficiaries of the rise in edge AI adoption and the upcoming PC replacement cycle.\" Meanwhile, the analysts expect Lenovo's infrastructure-solutions business to maintain a gradual recovery in 2025 after breaking even in the latest quarter as it expands its presence in the enterprise market. UOB maintains a buy call on Lenovo with an unchanged target price of HK$14.30. Shares are last at HK$12.78. 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