金吾财讯 | 美股计算机硬件股普跌，截至发稿，昆腾（QMCO）跌11.17%，嘉楠科技（CAN）跌10.93%，惠普（HPQ）跌9.00%，戴尔科技（DELL）跌8.56%，希捷科技（STX）跌4.82%，超微电脑（SMCI）跌4.27%，罗技（LOGI）跌3.77%。消息面上，英特尔方面表示，个人电脑市场消费低迷，其主要客户笔记本电脑和台式机制造商正面临存储芯片短缺和零部件价格飙升的问题，导致PC出货量下降、用户需求减弱。英特尔预计，PC市场低迷至少将持续到2027年上半年，明年市场将萎缩10%，而2026年已经下滑12%。另一消息面上，Omdia最新研究显示，2026年第三季度，全球台式机、笔记本电脑和工作站的出货量大幅下滑，同比下降21.2%，至5810万台。台式机出货量（包括台式工作站）下降23.5%，至1170万台；笔记本电脑出货量（包括移动工作站）下降20.6%，至4640万台。Omdia预测，2026年第四季度PC市场将同比下滑24%，2027年全年预计还将进一步下滑7%。
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