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微软(MSFT.US)终止支持Windows 10,或成百思买(BBY.US)增长推力
智通财经网· 2025-10-09 13:45
针对PC更新周期,杰富瑞分析师乔纳森·马图谢夫斯基(Jonathan Matuszewski)指出,截至上月底,61% 的美国Windows用户运行Windows 11系统,35%仍在使用Windows 10,另有4%使用其他版本的Windows 操作系统。他强调,当前使用这款即将停止支持的操作系统(Windows 10)的设备占比,较过去几次系统 更新周期处于历史高位。 由此可得出结论:台式机与笔记本电脑的更新需求可能比预期更强劲。马图谢夫斯基分析称:"我们预 计,未来几个季度,Windows 10设备的持续更新需求将为百思买的电脑销售提供支撑。" 微软(MSFT.US)将于10月14日停止对Windows 10系统的支持。在此日期之后,Windows 10将不再接收微 软提供的安全更新、软件更新及技术支持。分析师指出,这一变动或将推动百思买(BBY.US)的电脑销 售增长。 据了解,若用户在该日期后仍继续使用Windows 10,随着安全威胁被发现却无法修复,设备面临的安 全风险将日益加剧。尽管部分设备符合付费安全更新计划的条件,但这也仅是临时解决方案。 值得关注的是,分析师表示,近期商用笔记本电脑与台式 ...
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 ...
戴尔(DELL.US)翻倍上调未来两年业绩预期,强劲AI需求为核心驱动力
智通财经网· 2025-10-07 13:40
智通财经APP获悉,戴尔科技(DELL.US)将未来两年的营收与利润增长预期近乎翻倍,并表示人工智能 (AI)产品需求将推动这一高增长预期至少延续至2030财年。受此消息影响,公司股价上涨。截至发稿, 戴尔股价上涨约6%。 克拉克于今年7月开始负责PC部门的运营,他还将在投资者活动中阐述公司为扭转疫情后PC市场份额流 失所采取的举措——此前戴尔的市场份额被惠普(HP Inc.)、联想(Lenovo Group Ltd.)等竞争对手抢占。 克拉克表示,尽管戴尔在面向消费者与企业客户的高端PC市场(约占整体市场的四分之一)表现不俗,但 在中低端设备领域,公司未能针对买家需求精准调整产品与定价策略。 戴尔此次发布"长期财务框架",预计未来四年营收年均增长率将达7%至9%,剔除部分项目后的每股收 益(EPS)年均增幅则不低于15%。回溯2023年,该公司曾预计营收增长率为3%至4%,调整后每股收益增 幅不低于8%。戴尔首席运营官杰夫·克拉克(Jeff Clarke)在活动前的采访中透露,公司将于周二在纽约举 行的投资者活动上公布这组更新后的数据,其适用周期将覆盖至2030财年。 克拉克表示:"两年前,我们所有人都低估 ...
PC市场回暖提振下惠普(HPQ.US)Q3业绩超预期 预计贸易相关成本将尽快完全抵消
Zhi Tong Cai Jing· 2025-08-27 23:19
Core Viewpoint - HP reported better-than-expected Q3 results but faces investor concerns over economic uncertainty and increased costs related to trade policies [1] Financial Performance - HP's revenue for Q3 of fiscal year 2025 increased by 3.1% year-over-year to $13.9 billion, surpassing analyst expectations of $13.7 billion [1] - Adjusted earnings per share were $0.75, exceeding the average analyst forecast of $0.74 [1] Business Segments - The personal systems segment saw a revenue increase of 6% year-over-year to $9.9 billion, with PC sales also rising by 6% [1] - The printing segment experienced a revenue decline of 4% year-over-year to $4 billion, which negatively impacted overall profitability [1] Market Trends - There are signs of recovery in the long-depressed PC market, with Gartner reporting a 4.4% increase in global PC shipments in Q2 2025, driven by enterprise upgrades to Windows 11 [2] - Consumer demand remains sluggish, with buyers delaying purchases, while enterprises have built up PC inventories to avoid tariffs [2] Company Strategy - HP's CEO stated that the company has shifted nearly all products sold in North America to manufacturing facilities outside of China to mitigate tariff impacts [1] - The company is focusing on higher-priced, higher-margin printer products to improve profitability in the printing segment [1]
小摩:予联想集团目标价13港元 料首财季毛利率15.8%
Zhi Tong Cai Jing· 2025-08-04 05:56
小摩将PC盈利的强势归因于市场份额增长以及供应链管理灵活。联想在PC方面跑赢同行,主要原因是 行业领导力。此外,联想在服务器业务方面也持续增长,也获得许多新订单。尽管由于业务重组持续推 进,联想基础设施方案业务集团(ISG)净利润可能维持在盈亏平衡水平左右,但小摩预计,由于重组成 本的影响较小,联想2026年的盈利将有望上升。中长期看,联想也可能进军人工智能(AI)领域,届时将 迎重新估值机会。 摩根大通发布研报称,予联想集团(00992)目标价13港元,重申"增持"评级。小摩上调对该集团 2026/2027财年(3月31日止)盈利预测2-3%,主要考虑个人电脑(PC)强势。小摩指,针对本月13日公布的 联想2026财年首财季业绩,预计由于PC的优势,集团也将好于预期。预测季度销售额为182.66亿元、毛 利为28.21亿美元,毛利率15.4%。 ...
戴尔科技重组领导层,运营主管Jeff Clarke将负责个人电脑(PC)业务部门。原来的PC业务主管Sam Burd将被调遣至企业战略部门。
news flash· 2025-07-22 16:49
Core Viewpoint - Dell Technologies is restructuring its leadership, with Jeff Clarke taking over the personal computer (PC) business unit, while former PC head Sam Burd is reassigned to the corporate strategy department [1] Group 1 - Jeff Clarke will now be responsible for the PC business unit [1] - Sam Burd, the previous head of the PC business, will move to the corporate strategy department [1]
英特尔财报在即 战略前景比业绩更关键
Jin Shi Shu Ju· 2025-07-22 08:29
Group 1 - Intel is set to release its Q2 earnings report, but analysts believe investors are more focused on the company's future strategy rather than specific financial data [2] - The company appointed a new CEO, Lip-Bu Tan, in March, amid challenges in the AI competition and significant layoffs, necessitating tough decisions regarding business development [2] - Analysts from Bernstein noted that Intel's PC business appears stable due to tariff factors, but the growth in PC demand is seen as a result of "pulling forward" orders to avoid potential future tariff adjustments [2] Group 2 - Investors are questioning Intel's 18A chip manufacturing process, with reports suggesting the company may not offer this process to external customers, which could lead to significant asset impairment [3] - Bernstein's team slightly adjusted Intel's Q2 revenue forecast from $11.8 billion to $11.9 billion, still below the FactSet consensus of $12 billion, while lowering the Q3 forecast from $12.6 billion to $12.5 billion [3] - The stock is viewed as event-driven, making it difficult to short, as it can experience sudden spikes due to news [3]
惠普下调本年度营收预期 部分产能或撤出中国
Xi Niu Cai Jing· 2025-06-06 08:55
Group 1 - HP has lowered its revenue forecast for the year due to rising tariff costs and a slowdown in hardware demand during a recent fiscal quarter [2] - In the second fiscal quarter ending April 30, HP reported revenue of $13.2 billion, a year-on-year increase of 3.1%, but earnings per share were 71 cents, below the market expectation of 81 cents [2] - To alleviate cost pressures, HP plans to raise prices on certain products and accelerate the relocation of production capacity, aiming to move nearly all products for the North American market out of China by the end of June [2] Group 2 - HP has been planning for capacity relocation, with reports from August 2024 indicating intentions to move over 50% of PC production out of China and establish a "backup" design center in Singapore [3] - HP has set an internal goal to ultimately produce 70% of its laptops outside of China, with at least five suppliers already building new manufacturing plants or warehouses in Thailand [3] - The Chief Supply Chain Officer of HP stated that the company will continue to invest in existing long-term operational factories while also relocating some production to create flexibility and reduce customer risk [3]
DRAM价格2月下跌3%,受中国优待本国产品影响
日经中文网· 2025-03-21 06:03
Core Viewpoint - The price of DRAM products has been declining for six consecutive months, reaching the lowest level since December 2023, primarily due to weak demand from PCs and smartphones, as well as China's preference for domestic products [1][2]. Group 1: Price Trends - In February, the bulk trading price of benchmark DRAM products fell by 3% compared to the previous month, with the price of 8GB DDR4 around $1.70 and 4GB products at approximately $1.30 [1]. - The continuous price decline has been attributed to a decrease in demand for personal computers and smartphones, which account for about 50% and 35% of DRAM usage, respectively [1]. Group 2: Market Dynamics - China's subsidy policy favoring domestic products has accelerated the price drop, with local companies like CXMT focusing on producing DDR4 and developing next-generation DDR5 [2]. - Many industry experts believe that there is no alternative market to replace China, and the influence of low-priced Chinese products is contributing to the ongoing price decline [2]. - The consensus among interviewed companies suggests that DRAM prices may not recover until the second half of the year [2].