美国关税政策引爆涨价潮 PC跟进调涨迟早的事

Group 1 - The article highlights that the U.S. tariff policy has triggered a price increase for technology products, with Nintendo raising the price of the Switch in the U.S. market, followed by potential price hikes for Apple's iPhone 17 series [1] - Counterpoint Research warns that due to uncertainties surrounding U.S. tariff policies, the growth rate of PC shipments may slow down starting in the second half of 2025 compared to the same period last year, which could negatively impact brands like Acer and ASUS in the latter half of the year [1] - Despite the current exemption from tariffs on laptops, the ongoing uncertainty regarding policies poses significant challenges for the global PC manufacturing industry, which is highly concentrated in mainland China [1] Group 2 - ASUS has seen a notable increase in PC shipments in the second quarter due to the launch of new products based on NVIDIA's RTX50 platform and early shipments to the North American market [1] - ASUS's co-CEO has expressed uncertainty about the market conditions for the second half of the year, primarily due to fluctuating exchange rates and tariff issues [1]