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QQQ/Tech要跌一阵了,原因是

(2023-04-11 07:46:17) 下一个

?电子产品销售雪崩了
https://www.zacks.com/stock/news/2076982/pc-shipments-plunge-in-q1-on-weak-demand-excess-inventory

PC Shipments Plunge in Q1 on Weak Demand & Excess Inventory
April 11, 2023

PC shipments in the January-March 2023 quarter plunged 29% year over year to 56.9 million units. In the first, second, third and fourth quarter of 2022, PC volumes declined 5.1%, 15.3%, 15% and 28.1%, respectively.

IDC revealed that all vendors registered steep year-over-year declines in their PC sales volumes. AAPL registered the highest fall of 40.5% to 4.1 million units, followed by DELL 31% to $9.5 million PCs.

PC volumes of Lenovo and ASUS each fell 30.3% to 12.7 million and 3.9 million units, respectively. HPQ shipments contracted 24.2% to 12 million units.

Why Are PC Sales Falling? IDC opines that the year-over-year decline was mainly due to weakening consumer demand for PCs, high inventory levels and a bleak economic outlook. Softening IT spending amid the ongoing economic and geopolitical uncertainties resulted in a decline in demand for PCs. It's an end to the industry's demand boom.

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