根据研调机构Canalys最新数据,第1季苹果在美国PC市场出货年增幅冠居各大厂,出货量年增28.7%,市占率也从14.2%攀升至16%。随着苹果PC需求畅旺,法人点名,Mac系列主力代工厂鸿海(2317)、广达等营运受惠。Canalys数据显示,首季美国桌上型电脑与笔电出货量年增15%,达到1,690万台。但品牌厂因应关税提前拉货,导致库存大幅升高,未来几季需去化库存,加上消费者支出趋缓,...
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