微軟AI PC應對關稅衝擊：最輕薄Copilot+來了，Surface電腦新品價更低

華爾街見聞

2025/05/07

起售價799美元的Surface Pro 12英寸號稱最輕薄的Copilot+PC，起售價899美元的Surface Laptop 13英寸被稱為最輕薄的Surface筆記本，售價分別比較各自去年的上一代版本便宜200美元和100美元，螢幕比前代小，採用驍龍X Plus 8核處理器、而非前代的10核處理器，電池續航更長。雖然人工智能（AI）PC市場能否起飛還存疑，但面對關稅的衝擊，微軟無疑想...

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12英寸號稱最輕薄的Copilot+PC，起售價899美元的Surface Laptop 13英寸被稱為最輕薄的Surface筆記本，售價分別比較各自去年的上一代版本便宜200美元和100美元，螢幕比前代小，採用驍龍X Plus 8核處理器、而非前代的10核處理器，電池續航更長。雖然人工智能（AI）PC市場能否起飛還存疑，但面對關稅的衝擊，微軟無疑想...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746552\">網頁鏈接</a>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BDCRKT87.USD","symbol_name":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) 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PC的需求仍然有限，因為其增值價值尚不明確。儘管如此，隨着Windows 10支持將於10月結束，微軟的設備更新有望搭上企業升級的順風車。新設備：更小更輕薄，價格更親民本周二微軟公布的兩款Surface系列新品——起售價799美元的Surface Pro 12英寸和起售價899美元的Surface Laptop 13英寸均將於5月20日正式發售，它們的售價分別比較各自去年的上一代版本便宜200美元和100美元。兩款設備均採用高通的驍龍X Plus 8核處理器，而非去年的10核處理器，螢幕尺寸較前代縮小，但微軟承諾提供更長的電池續航時間。其中，Surface Laptop 13英寸電腦被微軟稱為迄今為止最輕薄的Surface筆記本。它採用高級陽極氧化鋁外殼，有海洋藍、紫羅蘭和鉑金三種顏色可選。微軟企業副總裁Brett Ostrum在博客中表示，新Surface筆記本的性能超過了蘋果2024年搭載M3芯片的MacBook Air。Surface Pro 12英寸則被微軟稱為迄今為止最輕薄的Copilot+PC。它保持了二合一設備的標誌性多功能性，可作為筆記本電腦使用，也可作為平板電腦使用，內置可調節支架和可拆卸鍵盤。Surface Slim Pen現在可以磁性附着在平板電腦背部進行充電和安全存儲。AI功能成賣點 市場接受度仍是問題這兩款設備都被歸類為Copilot+ PC，配備能夠執行每秒45萬億次操作、即45 TOPS的NPU（神經網絡處理單元），能夠在不依賴互聯網的情況下運行AI模型。用户可以使用有爭議的Recall功能記住螢幕上之前顯示的內容、增強的文件搜索和其他基於AI的功能。參與Windows Insider計劃的用户將能夠嘗試設定應用中的AI代理，該代理可以響應簡單的指令進行系統設定更改。截圖工具也正在更新中，將能夠只顯示最突出的信息，減少後期編輯工作。然而，媒體報道稱，Copilot+ PC並未真正熱賣。Raymond James分析師Andrew Marok指出：\"市場調查顯示，由於對增值價值缺乏清晰認識，以及隨着新業務案例和工具的發展，投資AI PC的需求有限。\"戰略意義：Windows生態與設備升級微軟的電腦在各大品牌銷售排名中並不靠前，但Surface產品線能幫助公司實現多元化，並展示運行其Windows操作系統的PC功能。在Windows 10支持將於今年10月結束的背景下，微軟推出更新的設備顯得尤為重要。屆時，微軟將停止發布軟件更新、安全修復和支持，不過公司已承諾為那些尚未準備好升級的用户提供價格為30美元的一年期延長安全更新計劃。微軟CEO納德拉在上周的財報電話會議上告訴分析師：「隨着Windows 10支持臨近結束，我們繼續看到商業吸引力增加。Windows 11的商業部署按年增長了近75%。」這些新設備的降價策略，加上更長的電池續航和AI功能，能否吸引足夠的消費者和企業用户，仍有待市場檢驗。但隨着Windows 10支持的結束，微軟顯然正準備抓住這一機會，推動其AI PC戰略向前發展。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}