至暗时刻降临!高盛:内存供应短缺挤压,PC今年出货量恐下降12%,苹果逆势增长

华尔街见闻
Mar 10

全球PC市场正面临内存供应危机与价格双重冲击。高盛分析师发出警告,结构性内存短缺将压缩PC供应、推高终端售价,2026年全球PC出货量或大幅下滑。 高盛分析师Katherine Murphy在最新报告中指出,内存市场的"结构性供应短缺"将制约PC供货能力,并迫使厂商通过涨价来保护本已微薄的利润率。她预测,2026年全球PC出货量将同比下降约12%至2.45亿台,其中消费级PC同比下滑15%至...

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