花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗...
Source Link花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.