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<Research>CLSA Envisions DeepSeek's Positive Impact on Consumer Electronics Supply Chain Benefiting BYD ELECTRONIC/ AAC TECH/ LENOVO GROUP/ XIAOMI-W/ SENSETIME-W/ COWELL
Recommend 122 Positive 204 Negative 96 |
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CLSA wrote in its report that DeepSeek will have a positive impact on the consumer electronics supply chain, which can speed up hardware specification upgrades and the replacement of AI devices. Among the stocks under CLSA's coverage, DeepSeek's main beneficiaries are believed to include BYD ELECTRONIC (00285.HK), AAC TECH (02018.HK), LENOVO GROUP (00992.HK), XIAOMI-W (01810.HK), SENSETIME-W (00020.HK), COWELL (01415.HK), GoerTek (002241.SZ), and Luxshare (002475.SZ). CLSA's investment ratings and target prices for these stocks are listed as follows: Stock | Investment Rating | Target Price BYD ELECTRONIC (00285.HK) | Outperform | $60 AAC TECH (02018.HK) | High-Conviction Outperform | $54.6 COWELL (01415.HK) | Outperform | $30.5 XIAOMI-W (01810.HK) | High-Conviction Outperform | $56.5 SENSETIME-W (00020.HK) | Outperform | $2.14 GoerTek (002241.SZ) | Outperform | RMB33.1 Luxshare (002475.SZ) | Outperform | RMB50 AAStocks Financial News |
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