美洲科技_硬件_CES 2026 投资者会议（戴尔、惠普、鹏博士）核心要点-Americas Technology_ Hardware_ CES 2026 investor meetings (DELL_HPQ_PENG) key takeaways

+1(212)902-8618 | michael.ng@gs.com Goldman Sachs & Co. LLC Katherine Murphy +1(212)902-1151 | katherine.a.campagna@gs.com Goldman Sachs & Co. LLC 8 January 2026 | 7:00PM EST Equity Research Americas Technology: Hardware: CES 2026 investor meetings (DELL/HPQ/PENG) key takeaways We attended CES 2026 in Las Vegas and hosted investor meetings on January 7-8 with DELL, HPQ, and PENG. Key takeaways include: (1) While industry PC demand may be challenged from higher pricing, DELL expects it will be able to delive ...