--- title: "Analyst: Lenovo Group's PC AI assistant may change the overall situation, maintaining a buy rating on the stock" description: "Dahua analysts pointed out in a research report that Lenovo Group's PC personal AI assistant could change the overall situation of the company and maintained a buy rating on the stock. The analysts me" type: "news" locale: "en" url: "https://longbridge.com/en/news/256056875.md" published_at: "2025-09-05T04:08:40.000Z" --- # Analyst: Lenovo Group's PC AI assistant may change the overall situation, maintaining a buy rating on the stock > Dahua analysts pointed out in a research report that Lenovo Group's PC personal AI assistant could change the overall situation of the company and maintained a buy rating on the stock. The analysts mentioned that Lenovo AI Now can run locally on PCs, access files, and perform operations. It is expected that the global usage rate will increase to 50% by 2026. The target price is HKD 12.70 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 ### Related Stocks - [LNVGY.US - Lenovo Group](https://longbridge.com/en/quote/LNVGY.US.md) - [00992.HK - LENOVO GROUP](https://longbridge.com/en/quote/00992.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 早盘趋势|联想集团区间盘整,平台突破信号要来了? | 联想集团(992.HK)近几个交易日维持区间盘整格局,昨日全天高低点波动有限,显示主力多空拉锯激烈,市场进入观望状态。近期联想聚焦新一代 AI PC 产品的发布,多项年度重磅产品陆续落地,刺激市场对公司大单收入预期上升,AI 算力主题板块受 | [Link](https://longbridge.com/en/news/272946756.md) | | CGS International 维持对联想集团 (LNVGF) 的买入评级 | CGS International 重申了对联想集团(LNVGF)的买入评级,目标价为 12.00 港元。此外,DBS 分析师 Jim Hin Kwong Au 也对联想集团发布了买入评级。相反,UOB Kay Hian 则维持了对该公司的 | [Link](https://longbridge.com/en/news/275885713.md) | | “AI 交易” 的关键变量:服务业敞口越高,AI 颠覆风险越大,“AI 基建” 最有利 | 大摩量化研究显示,“服务业敞口” 是 AI 投资的关键变量,与收益呈显著负相关。由于市场担忧 AI 颠覆,服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反,“AI 基础设施” 敞口仅 14%,受颠覆风险最小且受益于资本支出,在六 | [Link](https://longbridge.com/en/news/275977957.md) | | AI 圈内人士:比新冠更大的事情正在发生,人们还懵懂不知 | AI 技术的演进正在引发深刻的职业冲击,HyperWriteAI 首席执行官 Matt Shumer 指出,AI 已从辅助工具转变为独立执行者,能够自主完成复杂任务。随着技术突破的加速,AI 具备了构建下一代 AI 系统的能力,预示着技术进 | [Link](https://longbridge.com/en/news/276029817.md) | | 本轮 AI 大清洗,财富管理平台被错杀了? | 随着 AI 税务规划工具的推出,财富管理平台股价承压,市场情绪恐慌。美银美林的研报指出,这一抛售是情绪化的错杀,AI 是增强而非替代顾问的工具。高净值客户仍需人类顾问的专业建议,AI 的价值在于提升效率。报告认为,具备高净值客户基础、积极嵌 | [Link](https://longbridge.com/en/news/275890826.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.