微软AI PC应对关税冲击：最轻薄Copilot+来了，Surface电脑新品价更低_老虎社区_美港股上老虎

微软AI PC应对关税冲击：最轻薄Copilot+来了，Surface电脑新品价更低

华尔街见闻2025-05-07

起售价799美元的Surface Pro 12英寸号称最轻薄的Copilot+PC，起售价899美元的Surface Laptop 13英寸被称为最轻薄的Surface笔记本，售价分别比较各自去年的上一代版本便宜200美元和100美元，屏幕比前代小，采用骁龙X Plus 8核处理器、而非前代的10核处理器，电池续航更长。虽然人工智能（AI）PC市场能否起飞还存疑，但面对关税的冲击，微软无疑想...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2533669549?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/b2b5845a20ed5966c08c5190c8893791","is_english":false,"pubTime":"2025-05-07 03:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2533669549","market":"hk","top_or_hot":-1,"title":"微软AI PC应对关税冲击：最轻薄Copilot+来了，Surface电脑新品价更低","media":"华尔街见闻","content":"<div>\n<p>起售价799美元的Surface Pro 12英寸号称最轻薄的Copilot+PC，起售价899美元的Surface Laptop 13英寸被称为最轻薄的Surface笔记本，售价分别比较各自去年的上一代版本便宜200美元和100美元，屏幕比前代小，采用骁龙X Plus 8核处理器、而非前代的10核处理器，电池续航更长。虽然人工智能（AI）PC市场能否起飞还存疑，但面对关税的冲击，微软无疑想...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746552\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软AI PC应对关税冲击：最轻薄Copilot+来了，Surface电脑新品价更低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软AI PC应对关税冲击：最轻薄Copilot+来了，Surface电脑新品价更低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-07 03:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3746552><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>起售价799美元的Surface Pro 12英寸号称最轻薄的Copilot+PC，起售价899美元的Surface Laptop 13英寸被称为最轻薄的Surface笔记本，售价分别比较各自去年的上一代版本便宜200美元和100美元，屏幕比前代小，采用骁龙X Plus 8核处理器、而非前代的10核处理器，电池续航更长。虽然人工智能（AI）PC市场能否起飞还存疑，但面对关税的冲击，微软无疑想...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746552\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2089284900.SGD","symbol_name":"Allianz Global Sustainability Cl AM Dis H2-SGD","start_time":0,"source_url":"https://wallstreetcn.com/articles/3746552","article_id":"2533669549","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/b2b5845a20ed5966c08c5190c8893791"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3746552","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2533669549","pubTimestamp":1746559872,"columns":[{"name":"产品发布","id":31,"label_key":"productRelease"}],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"起售价799美元的Surface Pro 12英寸号称最轻薄的Copilot+PC，起售价899美元的Surface Laptop 13英寸被称为最轻薄的Surface笔记本，售价分别比较各自去年的上一代版本便宜200美元和100美元，屏幕比前代小，采用骁龙X Plus 8核处理器、而非前代的10核处理器，电池续航更长。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4538":"云计算","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","MSFT":"微软","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4548":"巴美列捷福持仓","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC"},"translate_title":"Microsoft AI PC responds to the impact of tariffs: the thinnest Copilot + is here, and the new Surface computer price is lower","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b265ebfddadcfaa87befda40dafe9b50","symbols_score_info":{"MSFT":1},"content_text":"起售价799美元的Surface Pro 12英寸号称最轻薄的Copilot+PC，起售价899美元的Surface Laptop 13英寸被称为最轻薄的Surface笔记本，售价分别比较各自去年的上一代版本便宜200美元和100美元，屏幕比前代小，采用骁龙X Plus 8核处理器、而非前代的10核处理器，电池续航更长。虽然人工智能（AI）PC市场能否起飞还存疑，但面对关税的冲击，微软无疑想抓住机会抢夺市场份额，最新推出的Surface电脑既有AI模型加持，又悄然降价。美东时间5月6日周二，微软发布了Surface系列的两款新Copilot+ PC，售价较去年推出的前代更低、电池续航更长，但核心配置有所缩水。媒体认为，微软在特朗普宣布新征关税后推出新品，显示微软正试图通过降低价格吸引消费者。Raymond James的分析师Andrew Marok指出，市场对AI PC的需求仍然有限，因为其增值价值尚不明确。尽管如此，随着Windows 10支持将于10月结束，微软的设备更新有望搭上企业升级的顺风车。新设备：更小更轻薄，价格更亲民本周二微软公布的两款Surface系列新品——起售价799美元的Surface Pro 12英寸和起售价899美元的Surface Laptop 13英寸均将于5月20日正式发售，它们的售价分别比较各自去年的上一代版本便宜200美元和100美元。两款设备均采用高通的骁龙X Plus 8核处理器，而非去年的10核处理器，屏幕尺寸较前代缩小，但微软承诺提供更长的电池续航时间。其中，Surface Laptop 13英寸电脑被微软称为迄今为止最轻薄的Surface笔记本。它采用高级阳极氧化铝外壳，有海洋蓝、紫罗兰和铂金三种颜色可选。微软企业副总裁Brett Ostrum在博客中表示，新Surface笔记本的性能超过了苹果2024年搭载M3芯片的MacBook Air。Surface Pro 12英寸则被微软称为迄今为止最轻薄的Copilot+PC。它保持了二合一设备的标志性多功能性，可作为笔记本电脑使用，也可作为平板电脑使用，内置可调节支架和可拆卸键盘。Surface Slim Pen现在可以磁性附着在平板电脑背部进行充电和安全存储。AI功能成卖点 市场接受度仍是问题这两款设备都被归类为Copilot+ PC，配备能够执行每秒45万亿次操作、即45 TOPS的NPU（神经网络处理单元），能够在不依赖互联网的情况下运行AI模型。用户可以使用有争议的Recall功能记住屏幕上之前显示的内容、增强的文件搜索和其他基于AI的功能。参与Windows Insider计划的用户将能够尝试设置应用中的AI代理，该代理可以响应简单的指令进行系统设置更改。截图工具也正在更新中，将能够只显示最突出的信息，减少后期编辑工作。然而，媒体报道称，Copilot+ PC并未真正热卖。Raymond James分析师Andrew Marok指出：\"市场调查显示，由于对增值价值缺乏清晰认识，以及随着新业务案例和工具的发展，投资AI PC的需求有限。\"战略意义：Windows生态与设备升级微软的电脑在各大品牌销售排名中并不靠前，但Surface产品线能帮助公司实现多元化，并展示运行其Windows操作系统的PC功能。在Windows 10支持将于今年10月结束的背景下，微软推出更新的设备显得尤为重要。届时，微软将停止发布软件更新、安全修复和支持，不过公司已承诺为那些尚未准备好升级的用户提供价格为30美元的一年期延长安全更新计划。微软CEO纳德拉在上周的财报电话会议上告诉分析师：“随着Windows 10支持临近结束，我们继续看到商业吸引力增加。Windows 11的商业部署同比增长了近75%。”这些新设备的降价策略，加上更长的电池续航和AI功能，能否吸引足够的消费者和企业用户，仍有待市场检验。但随着Windows 10支持的结束，微软显然正准备抓住这一机会，推动其AI PC战略向前发展。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}