根据洛图科技的数据，2026年开年1-2月，中国大陆笔记本电脑线上市场（不含抖音、快手）表现非常疲软，出现了罕见的双重暴跌： 销量暴跌：统计期内销量仅为 94.7万台，同比跌幅高达 40.5%。 销售额重挫：销售额为 59.9亿元，降幅同样超过 40%。 品牌格局方面，联想系以约35%的份额稳居榜首，惠普约14%位列第二，华硕系约12%紧随其后，机械革命和苹果分别以约8%、7%的份额占据第四、第五位。 一般情况下，消费电子销量每年上下波动10%-20%是正常的，比如去年买得多、今年买得少一点，或者反过来。但一旦跌幅超过40%，这就不是普通波动了，通常 意味着两种可能： 要么是去年基数太高，比如2025年国家有补贴、大家疯狂换新，把未来的需求提前透支了，导致2026年自然"断崖式"下滑；要么是市场本身出了问题，比如成本暴 涨 （内存、硬盘变贵等） 、产品没吸引力、消费者没钱或不愿换机，导致真实需求萎缩。 而这次笔记本市场销量暴跌40.5%，可谓是两者叠加，即存储芯片涨价与需求透支的双重冲击。 存储芯片价格暴涨是直接导火索。 据TrendForce集邦咨询估算，当存储芯片和CPU价格同时上涨时，两者在BOM中的合 ...

The generative artificial intelligence (AI) arms race is entering a far more disruptive phase, and Anthropic’s latest advances with Claude are sending fresh shockwaves across the technology sector. What was once viewed as a productivity enhancer is increasingly being seen as a direct replacement for traditional software workflows, raising existential questions about long-standing business models. That shift was evident this week amid a broader selloff in software stocks. The weakness followed Anthropic’s ...

It has been about a month since the last earnings report for HP (HPQ) . Shares have added about 6.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is HP due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for HP Inc. before we dive into how investors and analysts have reacted as of late.HPQ's Q1 Earnings Beat Estimates, Revenues In ...

HP laptop and printer on a modern desk, representing AI-powered office hardware and workplace upgrade trend. Key Points HP Inc. is strategically pivoting to meet the massive demand for AI-powered workplace devices and secure enterprise hardware. Shares present a compelling value opportunity, trading at a significant discount compared to the broader market. The company provides a robust and growing income stream for shareholders through its consistent dividend payments and share buyback programs. Inter ...

HP says workplace inefficiencies are still a real problem. Its internal data suggests only about 20% of workers feel they have a healthy relationship with work, while regular tech issues continue to disrupt productivity. The company is betting that tighter integration of AI into devices and workflows can help fix some of that.One of the key announcements is HP IQ, a new layer of on-device AI designed to sit across its ecosystem of PCs and workplace tools. The idea here is to handle tasks locally instead of ...

News Highlights: Introduces HP IQ, a new intelligence layer designed to orchestrate work across HP AI PCs, workplace devices, and meeting spaces through local AI and proximity-based connectivity.Enhances AI development at the edge with next-generation HP Z workstations, hybrid AI infrastructure, and high-performance compute built for advanced local workflows.Strengthens security leadership with HP TPM Guard — the world’s first hardware solution to stop physical BitLocker bypass attacks.Unveils new LaserJet ...

HP announces a raft of new security capabilities – doubling down on its commitment to deliver the world’s most secure PCs and Printers.News Highlights: Launches the world’s first hardware solution to stop physical TPM bus attacksi, closing a known BitLocker security gapAdvances PC security with new HP Wolf Security capabilitiesIntroduces new LaserJet portfolio with quantum-resistant security NEW YORK, March 24, 2026 (GLOBE NEWSWIRE) -- Today, at HP Imagine 2026, the company launched HP TPM Guard – the first ...

As 78% of SMBs struggle with printer management1 and 54% of organizations push for faster digitization, the new HP LaserJet portfolio offers 50% faster document processing,2 enhanced security, and AI-powered tools designed for hybrid work. News Highlights Introduces the HP LaserJet Pro 4000/4100 Series, delivering the fastest two‑sided printing in class, lower ongoing print costs, and the world’s first SMB printer with quantum‑resistant security3Unveils the HP LaserJet Enterprise 5000/6000 Series, providing ...

New HyperX OMEN desktops, expanded OMEN AI game support and enhanced OMEN Gaming Hub capabilities deliver intelligent performance, personalization and creative controlNews Highlights: Debuts the new HyperX OMEN MAX 45L, HP’s most powerful Intel-powered gaming desktopi to date, engineered for extreme performance, advanced cooling, and long-term upgradabilityIntroduces the new HyperX OMEN 35L, a customizable high-performance gaming desktop designed for flexibility and personalizationBroadens support on OMEN A ...

News Highlights: HP and Google collaborate to expand D2DI and set a new foundation for universal device interoperabilityHP NearSense will be the first connectivity experience built on the extended D2DI technology that allows for cross-platform interoperabilityHP NearSense is designed to help employees move work across nearby devices seamlessly, simplifying transitions between tasks, spaces, and teamsHP NearSense capabilities will debut on select AI PCs in Spring 2026 and interoperability between HP devices ...