Preliminary IDC data show global PC shipments were 62.7 mln units in Q3 2026, down 20.1% YoY and 9.1% QoQ. This is the second consecutive quarterly decline and a sharper YoY drop versus Q2's 3.8% contraction. IDC cites persistent supply-side constraints and earlier-year vendor and channel stockpiling ahead of price hikes that front‑loaded demand, leaving little releasable demand in Q3.

2026-10-09

Preliminary IDC data show global PC shipments were 62.7 mln units in Q3 2026, down 20.1% YoY and 9.1% QoQ. This is the second consecutive quarterly decline and a sharper YoY drop versus Q2's 3.8% contraction. IDC cites persistent supply-side constraints and earlier-year vendor and channel stockpiling ahead of price hikes that front‑loaded demand, leaving little releasable demand in Q3.

其他消息
2026-10-09

People familiar with the matter said OpenAI's most senior public policy executive for the Asia-Pacific region will depart after six months in the role.

2026-10-09

10月9日,巴菲特指數(滬深300市值/GDP)再度轉跌至88.77%;股債性價比指標——滬深300指數股權風險溢價(ERP)微幅升至5.93%,接近25年8月以來高位;從大週期來看,股票相對於國債的潛在收益補償進一步提高,股債性價比正向股票端傾斜。 -------- 注:1、巴菲特指數是通過將股市總市值和GDP來比較,判斷目前股市是否高估,通常70-100%爲正常估值,低於該區間爲低估,高於該區間爲高估。 2、滬深300指數風險溢價(ERP)主要對比滬深300收益和國債收益率,統計近10年數據可以發現該指標和股指有明顯反向關係,每次股市都處於底部區域時,風險溢價均超過6%,也就是當ERP≥6%,股市有投資性價比,而當ERP≤4%時,則股市往往接近或處於階段性高點,投資性價比低甚至要小心回調風險。