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美国PC市场被关税“绊住”,全球其他市场双位数增长
Di Yi Cai Jing Zi Xun· 2025-10-09 09:29
不同地区的市场情况存在显著差异。IDC数据显示,今年第二季度,美国PC市场出现零增长,世界其他 地区同比增长9%;到了第三季度,IDC统计口径有所调整,其中美洲地区PC市场仅增长1%。而在更早 的第一季度,PC产业链企业为应对关税政策调整曾加快对美国市场的出货节奏,随之带来的是渠道库 存大幅增加。与此同时,消费者支出减弱,这也导致接下来几个季度的增长放缓。 IDC 全球移动设备跟踪项目研究副总裁让・菲利普・布沙尔(Jean Philippe Bouchard)表示:"该市场持 续受到美国进口关税冲击与宏观经济不确定性的影响。尽管存在这些因素,但市场对适配Windows 11 的新款个人电脑的需求很可能会持续至2026年。"此前,另一家机构Canalys预计关税影响下2025年美国 PC市场出货量增幅仅约2%。 全球PC出货量持续增长,但美国PC市场被关税"绊住",需求持续放缓。 北京时间10月9日,国际数据公司(IDC)发布了《全球季度个人计算设备跟踪报告》初步数据,2025 年第三季度全球PC出货量同比增长9.4%,总出货量达 7580万台。 从各家PC厂商的市场份额看,联想集团、惠普、戴尔、苹果、华硕位列 ...
联想引领Q3全球PC市场加速增长:市占率达25.5% 领先优势继续扩大
Ge Long Hui· 2025-10-09 03:50
根据国际数据公司(IDC)《全球季度个人计算设备追踪报告》发布的初步结果显示,2025年第三季度, 全球传统个人电脑(包括台式机、笔记本电脑和工作站)市场显示出持续活力实现加速增长:出货总量达 到7590万台,相较于去年同期(6930万台)增长了9.4%。 在市场整体强劲反弹的背景下,联想集团的表现尤为突出,不仅蝉联全球PC市场份额第一,而且成功 扩大了其对竞争对手的领先优势。根据IDC的最新数据,2025年第三季度,联想的PC出货量达到1940万 台,市场份额高达25.5%。更值得注意的是,联想实现了17.3%的同比增长,这一增速显著高于市场平 均水平(9.4%),也高于所有前五名主要竞争对手。这一高增速证明,联想正在积极有效地从竞争对手手 中抢占市场份额,而非仅仅受益于市场的自然复苏。 | Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year | | | | | | | --- | --- | --- | --- | --- | --- | | Growth, Q3 2025 (Preli ...
联想集团涨超3% 机构料公司上半年业绩或胜于市场预期 欧美个人电脑市场份额扩张
Zhi Tong Cai Jing· 2025-08-04 03:25
Core Viewpoint - Lenovo Group (00992) is expected to outperform market expectations for its first fiscal quarter ending June 30, primarily due to a shift in capital expenditure from AI servers to general servers, leading to strong growth in server revenue [1] Group 1: Financial Performance - Lenovo's stock rose over 3%, currently at HKD 77.5, with a trading volume of HKD 235 million [1] - Nomura's report anticipates that Lenovo's performance will exceed market expectations for the first fiscal quarter [1] Group 2: Market Position - Lenovo is gaining market share in the personal computer sector from competitors like Dell and HP, which is expected to enhance overall sales and profitability for the quarter ending June 30 [1] - Despite earlier order lead times in the upstream supply chain for personal computers, the impact on downstream brand shipment forecasts is expected to be limited, allowing Lenovo to continue increasing its market share [1]
大摩北美IT硬件数据追踪:App Store 仍跑赢市场预期,甲骨文(ORCL.US)引爆云计算资本支出
智通财经网· 2025-06-19 09:22
Group 1 - The core viewpoint indicates that the App Store's net income has increased by 12.5% year-to-date, surpassing Morgan Stanley's second-quarter forecast by 150 basis points, and reflecting a 40 basis point outperformance in the services business [1] - Morgan Stanley has raised its global cloud capital expenditure forecast for 2025 to $406 billion, representing a 43% year-on-year growth, which is an increase of 4 percentage points from the previous month [1] - The growth in cloud capital expenditure is driven by upward revisions from Oracle and Alibaba, indicating ongoing expansion in the cloud computing sector and strategic investments by industry giants [1] Group 2 - In the personal computer sector, the latest order delivery data for notebook ODMs shows a slight upward trend in second-quarter shipments, but there is high uncertainty regarding demand in the second half of 2025, leading to a cautious outlook for the third quarter [2] - Specifically, third-quarter notebook shipments are projected to be 10% lower than expected, with ODM order delivery volumes below normal seasonal levels [2] - The report also highlights a positive trend in IBM's consulting job postings, which have increased by 33% since the end of the first quarter, with a rolling 90-day average up by 36% [2]
中金降联想集团目标价12%至13.78港元 评级“跑赢行业”
news flash· 2025-05-12 03:11
Group 1 - The core viewpoint of the article is that CICC has lowered Lenovo Group's target price by 12% to HKD 13.78 while maintaining an "outperform" rating due to the release of a new super intelligent agent that marks progress towards hybrid artificial intelligence [1] - CICC believes that the launch of the super intelligent agent, which covers all application scenarios, defines its core functions for the first time [1] - The adjustment in Lenovo's target price reflects a decrease in the average valuation of the personal computer industry due to trade tensions, with the new target price corresponding to a projected price-to-earnings ratio of 13 times for the fiscal year 2026 [1]
中国4月整体出口增8%,对美出口减21%
日经中文网· 2025-05-09 08:06
Core Viewpoint - China's exports in April increased by 8.1% year-on-year, reaching $315.6 billion, marking two consecutive months of growth [1] Group 1: Export Performance - Exports in April showed a slowdown compared to March's growth of 12.4% [1] - The trade surplus reached $96.1 billion due to significant export growth [1] Group 2: Import Trends - Imports decreased by 0.2% to $219.5 billion, marking two consecutive months of negative growth [1] Group 3: Export Categories - Automotive exports grew by 4%, while exports of toys, smartphones, and personal computers fell compared to the same month last year [2] Group 4: Regional Export Analysis - Exports to the United States decreased by 21% - Exports to ASEAN, the largest export destination, increased by 21% - Exports to the European Union and Japan both grew by 8% compared to the same month last year [2]
中美关税战是危险的消耗战
日经中文网· 2025-04-11 05:00
Group 1 - The core issue of the trade war is the significant impact on high-tech industries in the U.S., particularly the reliance on rare earth elements from China, which are essential for various technologies including electric vehicles and defense applications [1][2][3] - The U.S. retail sector is heavily dependent on Chinese imports, with companies like Best Buy indicating that approximately 60% of their sales costs come from China, leading to potential price increases for consumers [4][5] - The ongoing trade tensions have resulted in a drastic reduction in U.S. exports to China, particularly in the beef sector, where exports dropped by 92% in March, highlighting the severe repercussions of the tariffs [6] Group 2 - The semiconductor industry in the U.S. faces challenges due to its 50% reliance on imports of critical materials like germanium and gallium from China, which could jeopardize domestic manufacturing efforts [3][6] - Boeing is experiencing headwinds as the trade conflict affects its sales to Chinese airlines, which are significant customers, with potential delays in aircraft deliveries due to tariffs [7] - The energy sector's impact appears limited, as U.S. LNG exports to China are minimal, allowing for a shift in export destinations without significant disruption [7]