调研员麻永涛
2023-06-15
联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。
$联想集团(00992)$
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":187464076046512,"tweetId":"187464076046512","gmtCreate":1686793590343,"gmtModify":1686793591803,"author":{"id":3545135044421955,"idStr":"3545135044421955","authorId":3545135044421955,"authorIdStr":"3545135044421955","name":"调研员麻永涛","avatar":"https://static.tigerbbs.com/f744fc7e5e30a588fcbe95fdbd03882b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>\n<br></body></html>","htmlText":"<html><head></head><body>联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>\n<br></body></html>","text":"联想集团的PC库存现在约为8周,目标是到季度末恢复接近6周水平,现在激活率继续呈高于出货量的趋势,这意味着一旦库存消化结束,出货量就会回升。6月是库存消化的最后一个阶段,需求应会在下半年恢复按年增长,并在明年加速。$联想集团(00992)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/187464076046512","repostId":0,"isVote":1,"tweetType":1,"viewCount":735,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00992"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":218,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/187464076046512"}
精彩评论