Ge Long Hui·2025-09-13 07:57Group 1 - Lenovo Group's stock price has risen to HKD 11.83, with a weekly increase of nearly 10%, resulting in a total market capitalization of HKD 146.7 billion [1] - BlackRock increased its stake in Lenovo Group from 4.97% to 5.07% as of September 5, 2025, marking the second increase in a month [1] - BlackRock purchased 2.99 million shares at an average price of HKD 10.9411, totaling approximately HKD 32.71 million [1] Group 2 - Huatai Securities expects Lenovo Group to benefit from strong demand driven by the development of global hybrid artificial intelligence, maintaining a buy rating with a target price of HKD 16 [2] - Lenovo's global PC market share reached a record high of 24.6% in Q2 CY25, with expectations for continued market share expansion [2] - The penetration rate of AI PCs has reached approximately 30%, with user engagement for AI applications at around 40%, indicating strong growth potential [2] Group 3 - Cathay Securities noted that Lenovo has successfully captured growth opportunities in AI infrastructure, with ISG business revenue increasing by 36% year-on-year in FY2026 Q1 [2] - Lenovo's AI infrastructure business experienced explosive growth, with revenue increasing by 155% year-on-year [2] - Lenovo's leading position in the PC market is further solidified, with AI PC shipments accounting for over 30%, establishing it as a market leader [2]