Google硬体副总裁Rick Osterloh在日前的高通骁龙峰会上证实，正研发以Android为基础的PC电脑专 案。他提到，过去Google旗下的手机与PC采用不同系统，但目前正有一个专案将两者结合。 法人看好，随着Google明年推出Android PC，台湾品牌双A宏碁、华硕，以及在Chromebook领域深耕已 久的广达、仁宝等代工厂有望受惠。 Google指出，新PC能运行Google的AI技术、整合旗下Gemini模型与Google助理，并将Google的应用程 式与开发者生态带入PC领域。言下之意，暗示Android PC即将问世。 高通高层指出，已见过这项技术，暗示新产品将在2026年登场；换言之，高通可能于明年推出基于 Android PC的芯片，进一步扩大其PC产品线系统阵容。 Google高层暗示正研发以Android为基础的PC电脑专案，扩大导入AI功能，在既有Chromebook产品线之 外，开设新产品线，新品有望2026年登场。业界看好，Google冲刺PC领域，有助壮大其生态圈，宏碁 （2353）、华硕（2357）等品牌厂，以及广达（2382）、仁宝（2324）等代工厂，有望 ...

成都海关16日发布统计数据显示，今年1至8月，四川货物贸易进出口6832亿元，规模位列全国第八，同 比（下同）增长2.5%。其中，出口4100.5亿元，增长5.3%；进口2731.5亿元。 1至8月，成都继续发挥核心作用，进出口5669.8亿元，增长4.9%，拉动同期四川外贸增长4个百分点。 同期，绵阳、内江等7个市州均实现两位数或以上增长。 外贸新动能不断涌现。前8个月，四川集成电路、电脑及零部件等外贸传统优势持续巩固，进出口规模 分别超过2000亿元、1200亿元。同时，四川外贸新动能不断蓄势聚力，出口方面，"新三样"产品出口 201.1亿元，增长77.6%，其中光伏产品、锂离子蓄电池出口分别增长277.8%、1170.9%；进口方面，消 费品进口128.1亿元，增长7.8%，其中鲜虾、冰鲜三文鱼进口分别增长175.9%、17%。 今年以来，面对复杂的外部环境，四川外贸彰显韧性，活力不断释放，进出口规模创下历史同期新高， 出口规模在历史同期首次突破4000亿元，贡献了超过200亿元的外贸增量。 外贸主体队伍持续壮大。前8个月，四川有进出口实绩的企业数量超8500家，增加9.2%。其中，高级认 证企业进出口 ...

Core Viewpoint - Dell Technologies is undergoing significant challenges, including layoffs and a decline in market share, particularly in the PC sector, as it struggles to adapt to changing market dynamics and competition [4][14][16]. Group 1: Layoffs and Restructuring - Dell has initiated a layoff plan affecting employees in China, particularly in the EMC storage division and Client Solutions Group, marking the third round of layoffs in recent months [4][5]. - As of January 31, 2025, Dell's global workforce decreased from 120,000 to approximately 108,000, representing a 10% reduction [15]. Group 2: Market Position and Performance - According to CounterPoint Research, Dell's global PC market share fell to 14.5% in Q2 2025, a 3 percentage point decline year-over-year, with shipments reaching 9.8 million units [14]. - In the Chinese PC market, Dell's share has dropped out of the top five, categorized under "others," despite holding an 8% share with shipments of 3.148 million units in 2023 [14]. Group 3: Strategic Challenges - Dell faces multiple challenges, including weak global PC demand, geopolitical tariff pressures, and intensified market competition, which have contributed to its declining market position [16]. - The rise of smartphones and tablets has diverted traditional computing demand, and Dell has struggled to innovate and respond effectively to these changes, leading to a decrease in consumer market appeal [16]. Group 4: Internal Issues and Legal Disputes - Dell's traditional direct sales model has faced difficulties, exemplified by a lawsuit from TCL Technology's subsidiary seeking 388 million yuan in unpaid debts, highlighting the model's inadequacy in adapting to consumer market needs [17]. Group 5: Future Directions and AI Focus - Dell views artificial intelligence as a core growth engine and has established an AI Solutions Center in Shenzhen to focus on AI infrastructure upgrades and AI PC development [18]. - The company faces the challenge of integrating its existing hardware and services with new AI technologies while ensuring compatibility and support for its extensive customer base [18].