传联想发涨价函！部分电脑涨超千元，苹果电脑涨价约10%

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点击↑上方蓝字关注我们！即时获取显示行业最新动态！综合港媒及中媒报导，据知情人士指出，随着近期存储器涨价潮，联想已向其分销商发布价格调整函，决定对旗下部分计算机产品进行调涨。知情人士透露，此次涨价讯号在网络渠道早已显现，网上自3月前就已开始调整，包括售价上调或取消优惠活动；本次发出的调价函主要针对部分线下门市体系，对比去年，部分计算机型号的终端零售价涨幅最高超过1,000人民币。针对学生的购机补贴...

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Some computers rose over 1,000 yuan, and the price of Apple computers rose by about 10%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPD":0.6,"AAPU":0.6,"00992":1.95,"MACW.SI":0.6,"AAPB":0.6,"AAPX":0.6,"AAPW":0.6,"APLY":0.6,"LNVGY":1.95,"AAPY":0.6,"AAPL":1.93},"content_text":"点击↑上方蓝字关注我们！即时获取显示行业最新动态！综合港媒及中媒报导，据知情人士指出，随着近期存储器涨价潮，联想已向其分销商发布价格调整函，决定对旗下部分计算机产品进行调涨。知情人士透露，此次涨价讯号在网络渠道早已显现，网上自3月前就已开始调整，包括售价上调或取消优惠活动；本次发出的调价函主要针对部分线下门市体系，对比去年，部分计算机型号的终端零售价涨幅最高超过1,000人民币。针对学生的购机补贴政策则仍执行中，因此学生群体的购机价格目前暂未受到此次涨价潮影响。联想上调价格主因在全球储存芯片市场高度动荡下，其面临前所未有挑战，预计未来3至4季都将持续面临显著的价格上升风险。除了联想涨价外，苹果也悄悄涨价一成，苹果更新MacBook Air与MacBook Pro两大笔电产品线，并同步涨价，平均涨幅约一成，高阶MacBook Pro系列涨势更大于MacBookAir，透露存储器持续缺货涨价，就连握有强大议价权的苹果也无法置身事外，只能透过调升产品价格反映新增成本。苹果13吋MacBook Air起售价由999美元上调至1,099美元，涨幅约10%；15吋版本由1,199美元上调至1,299美元，涨幅约8.34%。作为配套调整，Air系列基础储存容量首度翻倍至512GB，最高可选配4TB。新款MacBook Pro系列方面，搭载M5 Pro处理器的14吋与16吋版本起售价分别由1,999美元与2,499美元，调高至2,199美元与2,699美元，涨幅分别为10%、8%。搭载M5 Max芯片的14吋与16吋版本则分别由3,199美元与3,499美元，上调至3,599美元与3,899美元，涨幅分别为12.5%、11.43%。苹果亦提高Pro系列产品的起售存储容量，M5 Pro机型从1TB起跳，M5 Max机型则从2TB起跳。此外，苹果教育商店仍提供数百美元折扣，以缓和终端价格上升压力。存储器缺货涨价潮自去年下旬开始延烧，为此，目前包含联想、惠普、戴尔及宏碁、华硕等品牌厂皆已宣布涨价，以因应持续高涨的存储器成本。惠普首席财务官Karen Parkhill表示：“我们在上个季度已经分享过，内存和存储成本约占我们PC物料清单的15%到18%，而现在我们估计今年这一比例约为35%”。其还表示，面对这一局面，公司不得不通过涨价来应对成本压力。事实上三星等存储巨头此前也已预警，由于AI引发的内存短缺，可能面临价格上涨。临时首席执行官Bruce Broussard称，公司正加速引入新供应商，并拓展低成本采购渠道，以期缓解成本压力。他同时表示，相信市场终将回归理性。华泰证券预计，存储持续涨价会使安卓手机/PC等消费终端产业承压。一方面，安卓手机等产业链出货量或出现同比下滑，同时品牌商竞争格局可能发生变化，手机厂商如苹果、三星受到存储涨价影响或更小，而部分厂商或需要在硬件利润与市占率间做权衡；另一方面，产业链零部件环节利润率或受挤压，建议关注生产稼动率下降幅度和个别行业是否可能发生价格战。（来源：新浪网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618010646","isCrawlerRequest":true}