You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
Counterpoint:次季全球PC出貨量按年跌15% 按季增長8%
市場調查機構Counterpoint報告顯示,第二季全球個人電腦(PC)出貨量按年下降15%,降幅為2022年首季以來有所緩和;按季增長8%,創2022年首季以來首次按季增長。期內,PC品牌廠商排名保持不變。 當中,聯想(00992.HK)在第二季維持出貨量第一的穩固地位,但由於部分市場的需求持續疲軟,該公司仍出現18%的按年下滑。其出貨量實現兩位數按季增長預示著需求正趨於正常,庫存水平更加健康。 惠普(HPQ.US)的市場份額為22%,達2021年第二季以來的最高水平,而在早期庫存調整和Chromebook訂單增加的綜合加持下,其出貨量數據較為強勁,按年僅跌1%。 戴爾(DELL.US)次季出貨量實現按季增長,但由於整體需求疲軟,其出貨量仍按年跌22%。 蘋果(AAPL.US)出貨量按年增長8%,主要是由於2022年第二季出貨量相對較低,同時部分得益於新產品發布。 Counterpoint重申對下半年出貨量表現的謹慎樂觀預期,因仍預計在PC產業最終恢復增長勢頭之前,未來幾個季度的按年出貨量將有所下降。另維持對全球PC今年出貨量按年下降雙位數的預測,估計下半年出貨量將恢復至疫情前水平。 此外,Counterpoint認為PC庫存水平在經過兩個季度的庫存調整後,將在2024年維持健康水平。換機需求、支援AI功能的機型以及Chromebook的更新可能會成為潛在的增長動力,同時還應密切關注企業的支出計劃。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account