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.

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