大行評級|里昂:DeepSeek對消費電子供應鏈產生正面影響 主要受惠者包括瑞聲、聯想等
里昂發表報告,DeepSeek對消費電子供應鏈產生正面影響,促使硬件規格加速升級,並加速AI裝置置換。同時認爲圖像處理器(GPU)短期需求穩健,而長期而言,預期特殊應用芯片的滲透率將會提升。該行相信,DeepSeek將有助加速普及成本較低且性能良好的人工智能應用。
在該行覆蓋股票中,認爲DeepSeek主要受惠者包括比亞迪電子、瑞聲科技、聯想集團、小米、商湯、高偉電子、歌爾股份及立訊精密。
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