摩根士丹利发表研究报告指,联想集团(00992.HK) 第三季PC出货1,490万部,按季跌10%,按年降23%。撇除工作站(workstations)电脑后,桌上型及笔记型电脑出货1,440万部,分别较该行及市场预期低5%及7%。大摩认为,表现逊于预期主要是由于下半年需求放缓,上半年则受提前拉货带动而胜于预期。该行对下半年个人电脑的终端需求持审慎态度,指出内存超级周期令OEM在供应短缺下提价。...
Source Link摩根士丹利发表研究报告指,联想集团(00992.HK) 第三季PC出货1,490万部,按季跌10%,按年降23%。撇除工作站(workstations)电脑后,桌上型及笔记型电脑出货1,440万部,分别较该行及市场预期低5%及7%。大摩认为,表现逊于预期主要是由于下半年需求放缓,上半年则受提前拉货带动而胜于预期。该行对下半年个人电脑的终端需求持审慎态度,指出内存超级周期令OEM在供应短缺下提价。...
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