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“黑五”來襲 哪家科技公司有望成大贏家?

美東時間週五,“黑色星期五”狂歡購物節拉開帷幕。而對於消費者將會關注哪些電子產品的促銷活動,花旗分析師Asiya Merchant和Jim Suva進行了調查。花旗分析師表示,一項對逾2200名美國消費者的調查發現,儘管不同電子產品類別的購買意願仍有差異,但消費者整體預算“普遍較低”,這在很大程度上是因爲與一年前相比,多數產品有了更大優惠。

Merchant和Suva表示,在一些主要電子產品類別中,智能手機、個人電腦和平板電腦的消費意願有所上升,而購買電視的計劃較去年略有下降。

在智能手機方面,Merchant和Suva表示,“與去年相比,更高端的iPhone Pro系列更受青睞。”個人電腦和平板電腦的消費意願有所上升,這與最近有關消費者個人電腦市場持續疲軟的報道相悖。這種情況“可能預示着2023年(市場)觸底的一些早期跡象”。

另外,該行分析師表示,預計消費者將增加支出的其他產品領域包括電子遊戲機和配件、無線耳機和數碼相機。但調查顯示,消費者對健身和智能手錶、電腦配件以及智能音箱等智能家居設備的購買意願有所下降。

Merchant和Suva表示,總體而言,由於對通脹的持續擔憂以及經濟衰退對消費者信心的影響,消費者設備需求“不太可能在短期內恢復”。

儘管如此,該行分析師表示,消費者對蘋果(AAPL.US)產品的偏好“仍具彈性”,對戴爾(DELL.US)、羅技(LOGI.US)和三星電子(SSNLF.US)等公司的前景仍持樂觀態度。對索尼(SONY.US)、康寧(GLW.US)和惠普(HPQ.US)等公司則持保留態度。

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