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台股異動丨華碩電腦大升近7%創歷史新高,微軟推最強AI PC將其列為首波合作伙伴
台股華碩電腦(2357.TW)盤中大升近7%至523元新台幣,股價創歷史新高,市值達3877億元新台幣。消息面上,微軟推最強AI PC採用高通的Arm架構處理器,將宏碁(2353.TW)、華碩(2357.TW)等品牌廠列為首波合作伙伴。微軟推出新世代AI PC,內建更強大的AI助理Copilot及全新功能,並且設立新一代AI PC架構新標準“Copilot+PC”,首發產品全部都搭載高通以Arm架構設計的“驍龍X Elite”處理器,打造“地表最強AI PC”。微軟新品採用高通的Arm架構處理器,翻轉Wintel世代,相關新品AI功能更強大,產品單價(ASP)也拉高;微軟推出最強AI PC新品不僅助攻宏碁、華碩搶攻新一波AI PC商機,更打破過往重大軟體平台都以支援英特爾、超微(AMD)兩大CPU廠為主軸的慣例,改從Arm架構CPU着手。另外,摩根士丹利在一份報吿中指出,預計AI PC在筆記本電腦中的滲透率將從今年的約2%提高到2028年的85%左右,而其銷量增長也有望推動平均銷售價格的提升,從而使供應鏈受益。預計AI PC最初將推動平均銷售價格提升7.5%,隨着時間的推移,到2027-2028年的提價效應將減弱至2-3%。將聯想集團和華碩的評級從平配上調至超配。
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