智通财经APP获悉，高盛重新开始覆盖IT硬件与分销领域的多家公司。具体来看，该行予戴尔科技 (DELL.US)、慧与科技(HPE.US)、新聚思(SNX.US)、Penguin Solutions(PENG.US)"买入"评级，其中慧 与科技的目标价为31美元;予惠普(HPQ.US)、超微电脑(SMCI.US)"卖出"评级，目标价分别为21美元和26 美元;予英迈科技(INGM.US)"中性"评级——此前评级为"买入";首予美国网存(NTAP.US)"买入"评级，目 标价为128美元。 在个人电脑方面，分析师预计2026年的个人电脑需求将弱于市场目前的预期，原因是更新换代推动力减 弱以及价格上涨。分析师预计，投入成本上升对利润率和需求的影响将成为2026年的一个关键议题，尽 管现在评估价格上涨对需求弹性的影响还为时过早，但他们认为有机会选择性投资于那些运营模式和业 务结构更能应对这些阻力的公司。 分析师表示，IT硬件与分销行业在经历了2025年的平淡回报后(涨幅仅为4%，而标普500指数涨幅为 16%)，预计2026年的背景仍将波动，因为该行业将应对人工智能市场热情的起伏、对投入成本上升(例 如DRAM/NA ...

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，惠普发展公司,有限责任合伙企业取得一项名为"基于电池测量结果的用户简 档"的专利，授权公告号CN115136098B，申请日期为2020年1月。 ...

在2025年全年的PC市场，联想以7085.1万台的出货量（同比增长14.6%）、25.4%的市场份额继续位居 全球第一。紧随其后的前五厂商分别为惠普（20.6%）、戴尔（15.0%）、苹果（9.9%）、华硕 （7.2%）。如果从出货量的同比增速来看，苹果以16.4%的增速位居第一，戴尔的增速最低，只有 7.2%。 2025年PC市场整体表现良好，Omdia首席分析师Ben Yeh表示："2026年，由于设备更换需求尚未完全缓 解，供应侧压力将更加显著，供应将无法完全满足需求。实际出货量将取决于供应商的内存和存储采购 能力以及谈判筹码；除了规模之外，他们的过往业绩和与供应商的信誉将是决定其能否成功应对这一复 杂时期的关键因素。" Omdia于2025年11月对B2B渠道合作伙伴进行的一项调查显示，当被问及"您预计您的PC业务在2026年 的表现与2025年相比如何"时，57%的受访者预测2026年将实现增长，这表明，健康的需求环境将为那 些能够最好地管理供应的供应商带来强劲的机遇。 1月13日消息，根据市场研究机构Omdia的最新研究显示，2025年第四季度全球PC市场（包括台式机、 笔记本电脑和工作站）的总 ...

智通财经APP获悉，国际数据公司(IDC)最新发布的全球季度个人计算设备追踪(Worldwide Quarterly Personal Computing Device Tracker)初步数据显示， 2025年第四季度全球PC出货量同比增长9.6%，达到7,640万台，为动荡的2025年PC市场画上句号。 IDC全球移动设备追踪研究经理 Jitesh Ubrani补充表示，内存短缺正在影响整个行业，未来两年PC市场格局可能因此被重塑。大型消费电子品牌凭借规模 优势以及更有利的内存资源分配，有望从中小及区域性厂商手中进一步争夺市场份额。但与此同时，短缺的严重性也意味着部分小品牌可能难以维持运 营。对消费者而言，尤其是DIY 爱好者，可能会选择推迟购买，或将支出转向其他设备和体验。 除潜在的市场份额变化外，IDC预计2026年PC平均售价(ASP)将整体上行。为应对持续走高的组件成本，尤其是内存价格压力，厂商将优先保障中高端产 品供应。在此背景下，尽管整体出货量增长可能放缓，但随着组件供应商、PC制造商以及渠道伙伴陆续调整定价策略、以把握收入机会，PC整体市场销 售额有望实现提升，即便仍将面临供应趋紧的挑战。 ...

Omdia最新研究显示，2025年第四季度，台式机、笔记本电脑及工作站的总出货量达到7,500万台，同比增长10.1%。这使得 2025年全年PC出货量达到2.795亿台，较2024年增长9.2%。 尽管2025年整体PC市场表现良好，但从年中开始，存储与内存供应趋紧，并伴随价格上行压力。到2025年12月，PC厂商已 开始释放涨价预期，而供应不足也已经对 2026年的出货预期造成抑制。Omdia首席分析师叶茂盛（ Ben Yeh） 表示： "从 2025年第一季度到第四季度，主流PC内存与存储成本上涨了40%至70%，导致成本压力最终传导至客户。鉴于2026年供应 仍然紧张，行业正提升高端产品的比重，同时精简中低端配置以保护利润率。" 叶茂盛补充表示： "2026年设备更换需求尚未完全消退，供应端压力将更加突出，供应无法完全满足需求。实际出货表现将 取决于厂商在内存和存储上的采购能力与议价实力；除了规模之外，其在供应商体系中的履约记录与信誉，将成为能否在 复杂周期中突围的关键因素。" Omdia 在2025年11月对B2B渠道伙伴进行调研中询问： "相比 2025年，您预计2026年的PC业 务表现将如何？ ...

Omdia最新研究显示，2025年第四季度，台式机、笔记本电脑及工作站的总出货量达到7,500万台，同比增长10.1%。这使得2025年全年PC出货量达到 2.795亿台，较2024年增长9.2%。其中，笔记本(含移动工作站)在第四季度的出货量达到5,860万台，全年出货量达到2.204亿台，实现2025年同比8%的增 长。台式机(含台式工作站)在第四季度的出货量为1,620万台，全年出货量达到5,900万台，同比增长14.4%。 尽管2025年整体PC市场表现良好，但从年中开始，存储与内存供应趋紧，并伴随价格上行压力。到2025年12月，PC厂商已开始释放涨价预期，而供应不 足也已经对 2026年的出货预期造成抑制。Omdia首席分析师叶茂盛( Ben Yeh) 表示： "从2025年第一季度到第四季度，主流PC内存与存储成本上涨了40% 至70%，导致成本压力最终传导至客户。鉴于2026年供应仍然紧张，行业正提升高端产品的比重，同时精简中低端配置以保护利润率。" | 全球台式机和笔记本出货量(市场份额和年增长率) | | | | | | | --- | --- | --- | --- | --- | -- ...

Core Insights - Omdia's latest research indicates that the total shipment of desktops, laptops, and workstations will reach 75 million units in Q4 2025, representing a year-on-year growth of 10.1%. This will result in an annual PC shipment of 279.5 million units in 2025, a 9.2% increase from 2024 [1][2]. Shipment Performance - In Q4 2025, laptop shipments (including mobile workstations) will total 58.6 million units, with an annual total of 220.4 million units, achieving an 8% year-on-year growth for 2025 [2]. - Desktop shipments (including desktop workstations) will reach 16.2 million units in Q4, with an annual total of 59 million units, reflecting a 14.4% year-on-year increase [2]. Market Dynamics - Despite the positive outlook for the PC market in 2025, there will be tightening supply of memory and storage starting mid-year, leading to upward price pressures. By December 2025, PC manufacturers are expected to release price increase forecasts due to supply shortages impacting 2026 shipment expectations [4]. - The cost of mainstream PC memory and storage has risen by 40% to 70% from Q1 to Q4 2025, which will ultimately affect customer pricing. The industry is shifting towards higher-end products while streamlining mid to low-end configurations to protect profit margins [4]. Vendor Performance - Lenovo continues to lead the PC market, with Q4 2025 shipments reaching 7.1 million units, a year-on-year increase of 14.4%, and an annual total of 71 million units, up 14.6% [8]. - HP ranks second, with Q4 shipments of 1.54 million units, showing growth both quarter-on-quarter and year-on-year. Dell achieved a strong Q4 performance with a 26% year-on-year growth, totaling 4.2 million units for the year, a 7% increase from 2024 [8]. - Apple remains in fourth place and is the fastest-growing vendor for the year, with annual shipments of 28 million units, reflecting a 16.4% year-on-year growth. Asus ranks fifth, maintaining its position in both quarterly and annual rankings, with Q4 shipments of 530,000 units and an annual total of 20 million units, benefiting from a 7% growth in the holiday quarter [8]. Market Share Analysis - In Q4 2025, Lenovo holds a market share of 25.8%, HP at 20.6%, Dell at 16.7%, Apple at 9.4%, and Asus at 7.1%. The total shipment for the quarter is 74.8 million units, a 10.1% increase from Q4 2024 [9]. - For the entire year of 2025, Lenovo's market share is 25.4%, HP at 20.6%, Dell at 15.0%, Apple at 9.9%, and Asus at 7.2%, with total shipments reaching 279.5 million units, a 9.2% increase from 2024 [10].

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In the current market session, HP Inc. (NYSE:HPQ) price is at $21.56, after a 0.42% spike. However, over the past month, the stock decreased by 13.93%, and in the past year, by 34.59%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. HP P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the ...

Group 1 - The rapid development of AI has led to significant price increases in memory, hard drives, and graphics cards, with memory prices soaring to the extent that a box of 100 memory sticks was valued at 4 million yuan, comparable to the price of a house in Shanghai [1] - Many brands of laptops and smartphones have unexpectedly raised their prices since the beginning of the year, reflecting a broader trend in the consumer electronics market [2] - Major PC manufacturers, including HP, Acer, Asus, and Dell, have collectively announced price increases for their products due to rising memory costs, with Dell's commercial computer prices increasing by 10% to 30% [3] Group 2 - Xiaomi's new smartphone, the Xiaomi 17 Ultra, has seen a price increase of 500 yuan compared to its predecessor, primarily due to rising memory costs, with other brands like Redmi and OPPO also adjusting their prices, some by as much as 20% [4] - IDC predicts that the average selling price of smartphones will rise to $465 by 2026, with total market revenue reaching $578.9 billion, marking a historical high [4] - The cost of memory semiconductors in smartphones has increased from 10%-15% to over 20%, with mid-range phones seeing storage costs approaching 30%, leading some budget models into negative profit margins [4] Group 3 - In contrast to other consumer electronics, AI glasses have not experienced widespread price increases due to rising storage costs, with recent government policies including smart glasses in subsidy programs [5] - Some AI glasses, like the XREAL One AR glasses, have even seen price reductions, with the XREAL 1S priced $50 lower than its predecessor [6] - The storage requirements for AI glasses are not as high as for smartphones, which may influence pricing strategies and profit margins in this segment [6]