中国科技巨头联想集团近日发布预警，指出全球内存供应紧张正对个人电脑出货量构成压力。这一消息迅速波及大洋彼岸，戴尔、惠普等美国电脑制造商的股价在盘前交易中应声下跌。
市场分析指出，作为全球PC市场的重要风向标，联想的业绩预警折射出整个行业面临的供应链挑战。内存芯片的持续短缺不仅可能延缓交货周期，还将推高生产成本，进而压缩厂商的利润空间。
行业观察人士表示，此次供应链波动凸显出全球电子产业相互依存度加深。一家主要厂商的运营压力会通过产业链迅速传导，引发资本市场对行业整体前景的重新评估。
中国科技巨头联想集团近日发布预警，指出全球内存供应紧张正对个人电脑出货量构成压力。这一消息迅速波及大洋彼岸，戴尔、惠普等美国电脑制造商的股价在盘前交易中应声下跌。
市场分析指出，作为全球PC市场的重要风向标，联想的业绩预警折射出整个行业面临的供应链挑战。内存芯片的持续短缺不仅可能延缓交货周期，还将推高生产成本，进而压缩厂商的利润空间。
行业观察人士表示，此次供应链波动凸显出全球电子产业相互依存度加深。一家主要厂商的运营压力会通过产业链迅速传导，引发资本市场对行业整体前景的重新评估。
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