智通财经APP获悉，联想集团(00992)涨超3%，截至发稿，涨3.39%，报8.83港元，成交额2.09亿港元。
消息面上，据Counterpoint Research报告显示，2025年Q1全球PC出货量同比增长6.7%，达到6140万台。增长主要由PC厂商为应对美国关税而加快出货，以及随着Windows 10支持结束，AI PC日益普及所驱动。
其中，在本季度，联想和苹果表现强劲。联想出货量同比增长了11%，得益于其AI PC和多样化产品组合方面的扩展，继续保持最大的市场份额，达25%。惠普和戴尔分别受益于本季度美国市场的拉动，同比增长6%和4%，在第一季度分别保持第二和第三的位置。苹果的出货量同比增长了17%，主要由其搭载M4芯片的具备AI功能的MacBook系列推动。其他主要品牌在关税不确定性之前也出现了拉动，导致市场份额进一步集中在主要品牌。
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