报告行业投资评级 报告给出了"Greater China Technology Hardware"行业的"In-Line"投资评级。[4] 报告的核心观点 行业PC出货情况 - 2024年第三季度全球PC出货量为67百万台,同比下降2%,符合分析师预期。[1] - 联想、华硕和宏碁的PC出货量超出分析师预期。[1][2] - 联想第三季度出货1610万台,同比增长3%,市场份额达24%,保持行业第一。[1] - 华硕第三季度出货550万台,同比增长10%,市场份额达7.9%。[2] - 宏碁第三季度出货450万台,同比增长4%,市场份额达6.6%。[2] 笔记本电脑ODM出货情况 - 前五大笔记本电脑ODM企业9月出货1230万台,环比增长7%,同比下降1%,超出分析师预期。[3] - 第三季度前五大笔记本电脑ODM企业出货3380万台,环比增长4%,同比下降4%,略低于历史季节性增长6%。[3] 人工智能PC市场情况 - 根据调查,84%的CIO正在评估或计划评估人工智能PC,较去年同期的40%有大幅提升。[5][6][7] - 42%的硬件专家认为人工智能PC可带来生产力和效率提升,35%的硬件专家提到微软CoPilot。[7] - 48%的硬件专家表示架构类型不是购买人工智能PC的决定因素,35%的人更倾向于x86架构。[8]

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