DeepSeek以创_老虎社区_美港股上老虎 - 老虎社区

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股小道
02-19

DeepSeek以创新的技术路线吸引了全球科技巨头关注，也让本土科技企业的价值被重估。华泰证券就把小米、联想、比亚迪、中芯国际、阿里、腾讯、美团等作为中国科技核心资产，成为类比于美股“七巨头”的中国科技公司。对联想来说，PC市场回暖+大模型落地推动AI PC和服务器放量，营收利润双增逻辑明确，股价修复也才刚刚开始。 $联想集团(00992)$

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精准趋势
·02-19
我国科技股的整体偏低的估值会得到修正，看好我们自己的“七巨头”。
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黑悟空_神话
·02-19
七巨头里面联想的估值又是最低的，成长空间也最大
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