The Zhitong Finance App learned that Bernstein recently released an in-depth report on Lanqi Technology (06809.HK), maintaining the “outperforming the market” rating and raising the target price for A shares to 400 yuan and the target price for H shares to HK$520. According to the report, as AI applications move from a single round of question and answer to an intelligent model that continuously performs tasks, demand for server CPUs, memory configurations, and high-speed interface chips will increase simultaneously, and Lanqi Technology is expected to benefit from the two main lines of MRDIMM upgrade and CXL memory expansion.

The Zhitong Finance App learned that Bernstein recently released an in-depth report on Lanqi Technology (06809.HK), maintaining the “outperforming the market” rating and raising the target price for A shares to 400 yuan and the target price for H shares to HK$520. According to the report, as AI applications move from a single round of question and answer to an intelligent model that continuously performs tasks, demand for server CPUs, memory configurations, and high-speed interface chips will increase simultaneously, and Lanqi Technology is expected to benefit from the two main lines of MRDIMM upgrade and CXL memory expansion.