格隆汇1月23日|高盛表示,鉴于内存价格上涨、Windows 10终止支持后换机周期趋平,以及需求在2025年第四季度提前释放,我们下调了2026至2028年的全球PC出货量预期。我们预计全球PC出货量在2026年/2027年将同比变化-5%/+3%(此前预期为同比均增长3%)。
Source Link格隆汇1月23日|高盛表示,鉴于内存价格上涨、Windows 10终止支持后换机周期趋平,以及需求在2025年第四季度提前释放,我们下调了2026至2028年的全球PC出货量预期。我们预计全球PC出货量在2026年/2027年将同比变化-5%/+3%(此前预期为同比均增长3%)。
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