Analyst: Lenovo Group's PC AI assistant may change the overall situation, maintaining a buy rating on the stock

Zhitong
2025.09.05 04:08

Daiwa analysts stated in a research report that Lenovo Group's PC personal AI assistant could change the company's overall situation. These analysts mentioned after attending an analyst tour event that Lenovo AI Now runs locally on PCs, allowing access to local files and performing operations. They also noted that Lenovo Group's tablets and smartphones could provide advantages for the company, as all products will be integrated into the AI database after the AI assistant expands to mobile devices in January. They cited Lenovo Group's management as saying that the sales momentum for the company's AI PCs has exceeded expectations, with a projected global usage rate of 50% by 2026. Daiwa maintains a buy rating on the stock with a target price of HKD 12.70

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