华泰证券表示，闪迪、美光、三星等海外存储原厂陆续发布涨价函，奠定2025Q4存储价格持续上涨趋 势。AI数据中心建设持续加码、AI应用进一步深化对存储需求的显著拉动，且短期存储产能供给释放 有限，看好2026年存储周期持续上行。国内存储模组、存储芯片以及主控/配套芯片等产业链上各个环 节厂商均有望受益于周期上行带来的量价齐升。 截至收盘，上证科创板100指数强势上涨1.93%，成分股源杰科技上涨11.54%，东芯股份上涨9.70%，国 盾量子上涨9.48%，盛科通信，经纬恒润等个股跟涨。科创100ETF华夏（588800）上涨1.96%，最新报 价1.3元。 流动性方面，科创100ETF华夏（588800）盘中换手11.72%，成交3.13亿元，市场交投活跃。拉长时间 看，截至12月5日，科创100ETF华夏（588800）近1周日均成交2.82亿元，领先同类。 截至收盘，上证科创板半导体材料设备主题指数强势上涨1.43%，成分股神工股份上涨8.71%，晶升股 份上涨7.04%，新益昌上涨6.67%，和林微纳，华海诚科等个股跟涨。科创半导体ETF（588170）上涨 1.43%，最新报价1.42元。 据悉，联 ...

来源丨凤凰网财经《公司研究院》 作者丨WD 12月8日，市场有消息称，随着存储涨价潮持续发酵，联想、戴尔、惠普等都计划涨价，涨幅最高达到20%。 据科创板日报报道，联想已通知客户，当前所有服务器和电脑报价将于2026年1月1日到期，届时新报价将大幅上涨。另有业内人士表示，戴尔正考 虑对PC和服务器产品涨价，预计涨幅至少15%–20%，涨价最快可能在12月中旬生效。 对此，凤凰网财经《公司研究院》致电联想、戴尔、华硕、惠普及苹果官方客服，各大厂商回应不一。 戴尔、惠普官方客服承认成本压力。 一位戴尔官方客服对凤凰网财经《公司研究院》表示："是有听到这样的消息，但是具体什么时间涨价及涨价幅度，我们也不清楚。因为目前配件全 部都在涨价，电脑肯定也会涨价。" "电脑主要配件无非是硬盘、内存、处理器这些。目前上游供应商涨价，成本增加，电脑肯定也会涨。后续要看具体的供需情况。"上述客服指出， 现在购买惠普产品比较合适，因为目前还没有大幅涨价，具体涨价情况要看配件的供需情况。 | (Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and ...

Core Viewpoint - The article highlights the impact of the AI boom on the semiconductor supply chain, leading to a shortage and price surge in memory chips, with major companies like Lenovo, Dell, and HP planning price increases for servers and PCs by up to 20% by 2026 [1][3]. Group 1: Price Increases and Supply Chain Issues - Lenovo has begun notifying customers of upcoming price adjustments, with new pricing set to take effect on January 1, 2026, due to rising memory costs and increased demand for high-performance systems driven by AI applications [3]. - Dell is also considering price hikes for PCs and servers, with expected increases of at least 15% to 20%, potentially effective as early as mid-December [3]. - HP's CEO warned that the second half of 2026 could be particularly challenging, indicating that memory chips account for approximately 15% to 18% of a PC's cost [3]. Group 2: Industry Response and Future Planning - Due to rising memory prices, PC manufacturers are facing increasing profit pressure, prompting companies like Lenovo, HP, Dell, Samsung, and LG to reassess their product plans for 2026, including AI PCs and tablets [3].

Group 1 - Baidu is evaluating the proposed spin-off and independent listing of its subsidiary Kunlun Chip, which has become a key foundation for Baidu's AI capabilities [1] - The news of the potential spin-off has led to a rise in Baidu's stock price, indicating market optimism regarding the value of its AI computing assets [1] - The current environment is critical for domestic AI chip companies, with several firms like Moore Threads and Muxi preparing for IPOs [1] Group 2 - Major PC manufacturers including Lenovo, Dell, and HP are planning price increases due to rising storage costs, with increases expected to reach up to 20% [2] - Lenovo has notified customers that all server and computer prices will significantly increase starting January 1, 2026, while Dell is considering price hikes of at least 15% to 20% [2] - HP's CEO has warned that the second half of 2026 may be particularly challenging, indicating potential price adjustments if necessary [2] Group 3 - TrendForce has predicted a price adjustment for certain laptop panel sizes in December, with some prices expected to decrease by $0.1 to $0.2 [3] - Despite stable demand for laptop panels, some brand clients are pushing for more price concessions from panel manufacturers, indicating a shift in negotiation dynamics [3] - The pressure on panel manufacturers to adjust prices publicly may impact their profit margins and long-term investment in technology upgrades [3]

随着存储涨价潮持续发酵，手机厂商之后，PC和笔电厂商也开始感受到压力。综合多家媒体消息，联 想、戴尔、惠普等都计划涨价，涨幅最高达到20%。其中，联想已开始通知客户即将进行涨价调整。当 前所有的服务器和电脑的报价将于2026年1月1日到期，届时新的报价将会大幅涨价。（科创板日报） ...

以下文章来源于科创板日报 ，作者科创板日报 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 惠普CEO Enrique Lores则警告称， 2026年下半年"可能尤其艰难"，必要时将上调价格。 他指出， 内存芯片约占一台PC成本的15%– 18%。 据悉，由于内存价格上涨，PC 厂商正面临不断上升的利润压力。 联想、惠普、戴尔、三星电子与LG电子等正重新评估2026年产品规划， 包括AI PC与平板电脑。 值得一提的是，几天前美光宣布终止运营消费品牌Crucial，专注于满足来自于数据中心相关客户需求，因为这类客户的利润率明显更高。 TrendForce最新报告指出，内存价格上涨已显著推升消费电子产品的物料成本（BOM），迫使品牌提高零售价格，从而抑制市场需求。受 此影响， TrendForce将2026年笔电出货量预测从原先同比增长1.7%下调至同比下降2.4%。 "存储芯片短缺已经从组件级问题升级为宏观经济风险。" 科技咨询公司Greyhound Research CEO Sanchit Vir Gogia警告，AI基础设施 建设"正在与无法满足其实际需求的供应链发生碰撞" ...

随着存储涨价潮持续发酵，手机厂商之后，PC和笔电厂商也开始感受到压力。综合多家媒体消息，联 想、戴尔、惠普等都计划涨价，涨幅最高达到20%。 其中，联想已开始通知客户即将进行涨价调整。当前所有的服务器和电脑的报价将于2026年1月1日到 期，届时新的报价将会大幅涨价。 联想表示，一方面，全球供应链压力推高内存成本，连带推动整体硬件价格上涨；另一方面，企业竞相 部署AI应用，高性能系统需求激增，进一步加剧供应紧张，推动价格继续走高。因此，联想建议客户 尽早下单，以当前价格锁定采购，避免因未来价格调整而增加额外成本。 戴尔同样向客户发出了涨价预警。业内人士表示，戴尔正考虑对PC和服务器产品涨价，预计涨幅至少 15%–20%，涨价最快可能在12月中旬生效。此前戴尔首席运营官Jeff Clarke曾警告，他"从未见过内存 芯片成本涨得这么快"，各产品线的开支都在攀升。 惠普CEO Enrique Lores则警告称，2026年下半年"可能尤其艰难"，必要时将上调价格。他指出，内存芯 片约占一台PC成本的15%–18%。 据悉，由于内存价格上涨，PC 厂商正面临不断上升的利润压力。联想、惠普、戴尔、三星电子与LG电 子 ...

戴尔同样向客户发出了涨价预警。业内人士表示，戴尔正考虑对PC和服务器产品涨价，预计涨幅至少 15%–20%，涨价最快可能在12月中旬生效。此前戴尔首席运营官Jeff Clarke曾警告，他"从未见过内存 芯片成本涨得这么快"，各产品线的开支都在攀升。 惠普CEO Enrique Lores则警告称，2026年下半年"可能尤其艰难"，必要时将上调价格。他指出，内存芯 片约占一台PC成本的15%–18%。 据悉，由于内存价格上涨，PC 厂商正面临不断上升的利润压力。联想、惠普、戴尔、三星电子与LG电 子等正重新评估2026年产品规划，包括AI PC与平板电脑。 随着存储涨价潮持续发酵，手机厂商之后，PC和笔电厂商也开始感受到压力。综合多家媒体消息，联 想(00992)、戴尔(DELL.US)、惠普(HPQ.US)等都计划涨价，涨幅最高达到20%。 其中，联想已开始通知客户即将进行涨价调整。当前所有的服务器和电脑的报价将于2026年1月1日到 期，届时新的报价将会大幅涨价。 联想表示，一方面，全球供应链压力推高内存成本，连带推动整体硬件价格上涨；另一方面，企业竞相 部署AI应用，高性能系统需求激增，进一步加剧供应紧 ...

Core Insights - The article discusses the significant impact of memory shortages on server and PC prices, with manufacturers facing rising component costs due to a shift in production focus towards AI servers [3][4]. Group 1: Price Increases - DRAM prices are projected to rise by 8% to 13%, with some forecasts suggesting even higher increases [3]. - Major OEMs, including Dell, Lenovo, HP, and HPE, plan to raise server prices by approximately 15%, while PC prices are expected to increase by about 5% [4][5]. - Samsung has reportedly raised memory prices by up to 60% as wafer production capacity shifts towards AI workloads [4]. Group 2: Industry Response - Manufacturers are reevaluating their product lines, with some brands halting consumer-oriented memory production to meet enterprise demands [4]. - The COO of Dell described the current memory shortage as "unprecedented," indicating that supply is struggling to keep pace with growing demand [4]. - Lenovo's COO highlighted the immense cost pressure from memory and solid-state drives, complicating mitigation efforts [5]. Group 3: Market Dynamics - The shift towards AI-centric production is affecting the supply and cost of general hardware components [4][6]. - IDC analysts noted that the current market volatility is unusually high compared to past fluctuations, driven by increasing demand for servers, CPUs, and GPUs [5].

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"打印流体再循环系统和方 法"的专利，授权公告号CN116507500B，申请日期为2020年10月。 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 ...