Core Viewpoint - The U.S. must prioritize funding for quantum research to maintain its competitive edge over China in quantum computing technology [1][2][3] Group 1: U.S. Quantum Research Funding - Microsoft President Brad Smith emphasizes the need for the Trump administration to increase funding for quantum research and renew the National Quantum Initiative Act [3] - Smith advocates for expanding educational programs to develop a workforce skilled in quantum computing and fast-tracking immigration for Ph.D. holders in this field [3] Group 2: National Security Concerns - The potential for China to surpass the U.S. in quantum computing poses risks to national security, particularly regarding encryption and data privacy [4][5] - NSA officials have warned that a "black swan" event, where an adversary develops a quantum computer first, could compromise sensitive information, including financial transactions and national defense secrets [5] Group 3: Quantum Computing Developments - Microsoft recently announced its quantum chip, Majorana, which utilizes eight qubits, with a long-term goal of developing a commercially viable chip with at least 1 million qubits [6][8] - Current quantum computers are still in early stages, and experts predict it may take decades for them to reach their full potential [8]

Investment Plans - IBM announced plans to invest $150 billion in the United States over the next five years, with $30 billion specifically allocated for research and development to enhance manufacturing of mainframe and quantum computers [1][2][4] Strategic Positioning - The investment aims to solidify IBM's position as a leader in advanced computing and AI capabilities, as stated by IBM chairman and CEO Arvind Krishna [2][4] Industry Context - Other corporate giants like Apple, Nvidia, and Hyundai have also revealed significant spending plans in the U.S. since the return of President Trump to the White House, indicating a broader trend among major companies to invest domestically [3] - The investment comes amid a backdrop of tariff hikes aimed at encouraging U.S. companies to bring manufacturing back home, although many tariffs have been put on hold due to concerns about their impact on the economy [3]

智通财经APP获悉，IBM(IBM.US)计划在未来五年内在美国投资1500亿美元。在唐纳德·特朗普总统当 选并发出关税威胁后，众多公司纷纷宣布投资计划，IBM也加入了这一行列。 IBM在周一发布的一份声明中表示，这项计划中的投资包括300多亿美元用于大型主机和量子计算机的 研发。作为美国最大的科技雇主之一，IBM称其目标是推动经济发展，并"巩固其作为全球计算领域领 导者的地位"。 自特朗普当选以来，从苹果公司(AAPL.US)到礼来公司(LLY.US)等众多企业都制定了投资计划，准备投 入数十亿美元扩大在美国的制造业规模。不过，其中许多计划在特朗普就职前就已在筹备之中，或者与 此前的支出趋势紧密相关。 IBM首席执行官阿尔温德·克里希纳在声明中表示："自114年前创立以来，我们一直专注于美国的就业 和制造业。通过这项投资和制造承诺，我们将确保IBM始终处于全球最先进的计算和人工智能能力的核 心地位。" 在过去五年里，IBM全球研发支出约为336亿美元，同期总运营支出为1418亿美元。 IBM称，其大型机系统(构成许多大型企业后端基础设施的服务器)在美国纽约州北部制造。本月早些时 候，IBM推出了其最新款大型 ...

Investment Plans - IBM plans to invest $150 billion in the U.S. over the next five years to boost the economy and enhance its position as a global leader in computing [1] - The investment reflects IBM's long-standing commitment to American jobs and manufacturing, as stated by CEO Arvind Krishna [2] Company Background - IBM was founded in 1911 and has a history of innovations that have significantly impacted various sectors, including the U.S. social security system and the Apollo Program [3] - The company manufactures high-performance mainframe computers in Poughkeepsie, New York, which are crucial for global economic transactions, with over 70% of the world's transactions by value processed through IBM mainframes [3] Financial Performance - IBM reported first-quarter 2025 earnings with revenue of $14.5 billion [6] - The company's shares have increased by 12% this year, outperforming the S&P 500 index, which has declined nearly 9% [8] - IBM forecasts June-quarter revenue between $16.40 billion and $16.75 billion, exceeding analysts' average estimate of $16.33 billion [8] Future Outlook - The company maintains a positive outlook on long-term growth opportunities in technology and the global economy, despite a fluid macroeconomic environment [11]

Core Insights - IBM plans to invest $150 billion in America over the next five years to enhance its role in global computing and stimulate the economy [1] - The investment includes over $30 billion dedicated to research and development for mainframe and quantum computer manufacturing in the U.S. [1] - IBM emphasizes its commitment to American jobs and manufacturing, aiming to maintain its leadership in advanced computing and AI capabilities [1] Investment and Economic Impact - The investment is expected to create new economic opportunities in the U.S. and globally, reinforcing IBM's commitment to innovation [4] - IBM's mainframes, manufactured in Poughkeepsie, New York, handle over 70% of the world's transactions by value, highlighting their critical role in the economy [2] Quantum Computing Initiatives - IBM operates the world's largest fleet of quantum computer systems, with plans to continue designing and assembling these systems in America [3] - Quantum computing is identified as a significant technological shift that will address problems beyond the capabilities of conventional computers, enhancing American competitiveness and national security [3] - IBM's Quantum Network provides access to quantum systems for nearly 300 Fortune 500 companies and has over 600,000 active users [3]

根据Counterpoint Research初步数据，2025年Q1全球PC出货量同比增长6.7%，达6140万台。增长主要受 PC厂商赶在美国加征关税前加速出货，以及Windows 10终止支持背景下AI PC加速普及的推动。但这一 增长可能难以持续，预计库存水平将在未来数周趋于稳定。美国关税政策或将抑制2025年的增长势头。 ...

以下文章来源于TrendForce集邦 ，作者TrendForce 美国为全球最大笔电单一市场，约占总需求30%，即便短期内关税暂缓有助品牌出货，但 TrendForce集邦咨询预期终端价格上调的可能性非常高，恐将抑制消费与商用换机需求。 目前品牌厂正密切关注美国与各国家间的关税协商进展，若美国最终对东南亚地区征收的关税能 控制在10%至20%之间，或有助缓解厂商成本压力和稳定市场信心。但若后续谈判未达成一致，下 半年笔电售价调涨与需求疲弱恐将无法避免，届时2025年笔电品牌出货年增率恐将反转，下探 至-2.1%。 TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 【TrendForce】 根据TrendForce集邦咨询最新调查，尽管美国暂缓推迟征收对等关税90天，为笔 电品牌提供短暂的喘息空间，但整体市场仍受制不确定性因素的影响。 品牌自2024年底开始提前扩大备货规模，推升2024 ...

一、事件：COMPUTEX 2025 大会设立的主要展区如下： 据平安证券，2024年全球AI PC占PC总出货量比例达17%，其中，苹果以54%的市场份额处于全球市场首位，其次为联想和惠普，市场份额各占12%。分季 度来看，2024年第四季度全球AI PC出货量达1540万台，环比增长18%，占总货量23%。 根据联想和IDC共同发布的《AI PC产业（中国）白皮书》，AI PC市场预计将在未来几年快速增长，2024年被视为AI PC的市场元年，并在2027年达到全球 PC市场渗透率85%的高峰。销售额也将从2023年的141亿元增长至2027年的1312亿元，增长超过8倍。 二、历史龙头表现 2024 COMPUTEX开幕前夕，2024年5月31日，AI PC板块爆发大面积涨停行情，涨停个股包括光大同创、春秋电子、超频三、信音电子、万祥科技等等。 2025年COMPUTEX（台北国际电脑展）将于5月20日至5月23日举行。 作为全球科技产业的年度盛事，本届COMPUTEX将聚焦"智算&机器人"、"次世代科技"及"未来移动设备"三大主题，展示尖端技术与创新解决方案。 展会特色活动包括前瞻科技洞察、全新产品发 ...

Group 1 - The introduction of Intel Core Ultra processors in laptops from Dell, HP, and Lenovo is aimed at enhancing performance with advanced AI capabilities and built-in Intel Arc GPU [1] - Personal computer shipments increased by over 9% according to Canalys, while IDC reported nearly 5% growth, translating to approximately 63 million units shipped [2] - Companies are preparing for the impact of US tariffs, which are expected to affect demand for computers and electronics heavily reliant on Asian manufacturing [2][3] Group 2 - Concerns about a slowing economy and reduced discretionary spending have led consumers to stock up on products affected by tariffs, impacting the PC market [4] - The PC market has experienced stagnation after a surge during the pandemic, with a slight increase of 1% in shipments in 2024 following two years of decline [4] - The latest tariffs include a significant 104% on goods imported from China, which is a major hub for PC manufacturing, while other countries like Vietnam, Thailand, and India are also facing import tariffs [5]

Core Viewpoint - The launch of Harmony OS computers by Huawei marks a significant step towards establishing a domestic operating system ecosystem, addressing long-standing issues in China's electronic information industry, particularly the reliance on foreign operating systems [1][2]. Group 1: Product Launch and Market Impact - Huawei announced that Harmony OS computers will be released in May, indicating a full transition to the Harmony era for Huawei terminals, which presents new opportunities for the domestic computer industry [1]. - The Harmony OS represents a major breakthrough in operating systems, being fully self-developed from the kernel to applications, which allows for greater innovation and collaboration within the ecosystem [2]. Group 2: Technological Advancements - The distributed soft bus technology of Harmony OS enhances connectivity between computers and other smart devices, improving resource sharing and interaction, which is particularly beneficial in office settings [3]. - The operating system is designed with a focus on security, providing a more autonomous and controllable security experience for users [3]. Group 3: Market Dynamics and Consumer Trends - The Chinese computer market is undergoing a transformation, with strong demand in niche markets and high-performance computers despite overall market growth slowing [3]. - The integration of artificial intelligence with computers is opening new growth opportunities, indicating that the market is far from saturated, and the introduction of Harmony OS computers will inject new vitality into the market [3].