研究机构Counte_老虎社区_美港股上老虎 - 老虎社区

黑悟空_神话

研究机构Counterpoint近期分析认为，市场还在寻找AIPC的杀手级应用，为用户的日常任务提供附加值，并推动AIPC出货量增长。Counterpoint还预测，2027年PC出货量中AIPC将占到3/4，其中出货量最大增幅将出现在2025年至2026年。这个时期也会有win11停更和换机潮出现，作为PC龙头，联想未来两年的营收增长是挺稳的。 $联想集团(00992)$

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陈巧燕
01-03
陈巧燕
联想已经2次引领PC的代际升级，这次的AIPC升级还是看好他
六神战鼓
01-03
六神战鼓
高性能AIPC未来五年的复合增长率都高达49%了

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