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港股异动 | 联想集团涨逾12%，联手高通、微软推出新一代AI PC

Changes in Hong Kong stocks | Lenovo Group rose more than 12% and teamed up with Qualcomm and Microsoft to launch a new generation of AI PCs

Zhitong Finance ·  May 22 10:17

The Zhitong Finance App learned,$LENOVO GROUP (00992.HK)$It rose more than 12% to HK$11.42.

According to the news, on May 21, Lenovo Group launched the first next-generation Copilot+ PC equipped with Qualcomm Snapdragon XElite — Lenovo YogaSlim 7X and Lenovo ThinkPad T14SGen6. The Lenovo YogaSlim 7x is expected to start at $1199, and the Lenovo ThinkPad T14SGen6 is expected to start at $1,699. The two products will be launched in June 2024.

Morgan Stanley pointed out that the penetration rate of AI PCs in laptops is expected to increase from about 2% this year to around 85% in 2028, and the increase in sales volume is also expected to drive up the average sales price, thereby benefiting the supply chain. AI PCs are expected to initially drive an average sales price increase of 7.5%, and the price increase will weaken to 2-3% over time by 2027-2028. Upgraded the ratings of Lenovo and Asus from “Equal Match” to “Overrated.”

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