AI and Windows 11 drive sustained recovery in global PC market
Man indexes mixed; S&P 500, Nasdaq modestly higher, Dow dips
Comm Svcs leads S&P 500 sector gainers; Materials weakest group
Euro STOXX 600 index down ~1.0%
Dollar gains; crude turns red; bitcoin up >1%; gold slips
U.S. 10-Year Treasury yield rises to ~4.33%
Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com
AI AND WINDOWS 11 DRIVE SUSTAINED RECOVERY IN GLOBAL PC MARKET
The global personal computer (PC) market is experiencing a sustained recovery, driven by the transition to Windows 11 and the increasing integration of artificial intelligence (AI) technologies, according to market research firm Canalys.
After a two-year downturn caused by economic pressures and budget constraints, the PC market is rebounding. This revival coincides with exciting advancements in AI-powered PCs, as vendors and chipset manufacturers bring their ambitious roadmaps to fruition.
An AI PC is designed to efficiently handle AI tasks and host AI assistants powered by large language models. The inability of many older computers to upgrade to Windows 11 is also motivating consumers to replace their devices with newer, more powerful models.
Microsoft's announcement in May about some Copilot+ PCs, featuring chips from Qualcomm and manufactured by Dell DELL.N, HP HPQ.N, Asus 2357.TW, and others, has further fueled the market's momentum.
Lenovo, the global PC market leader, maintained its market share in the second quarter, while Asus saw the most significant growth, expanding its share from 6.4% in the second quarter of 2023 to 7.2% in the April-June period this year.
(Akash Sriram)
*****
FOR TUESDAY'S EARLIER LIVE MARKET POSTS:
THE SUN'LL COME OUT: SMALL BUSINESS OPTIMISM, CONSUMER CREDIT - CLICK HERE
U.S. STOCKS MIXED AS POWELL BEGINS CONGRESSIONAL TESTIMONY - CLICK HERE
FRENCH GRIDLOCK A RESPITE FOR EUROPEAN MARKETS AMID ELECTION TURMOIL - CLICK HERE
CRUSHED CORRELATIONS A CONCERN FOR STOCKS? - CLICK HERE
STRONG JULY, WEAK SEPTEMBER, THE Q3 POST-PANDEMIC PATTERN - CLICK HERE
SMALL CAPS: DOOMED TO LAG FOR THE REST OF ETERNITY? - CLICK HERE
FRENCH POLITICAL UNCERTAINTY PUTS A FLOOR UNDER STOCKS, WHO KNOWS ABOUT BONDS? - CLICK HERE
THREE RISKS FOR AUTOS: CHINA, DESTOCKING AND TARIFFS - CLICK HERE
AFTER ELECTION DE-RISKING, THE BATON PASSES TO EARNINGS - CLICK HERE
BUSY BEGINNING IN BRITAIN - CLICK HERE
PROFIT WARNINGS AND TAKE PRIVATES - CLICK HERE
MORNING BID: WITH FRANCE IN LIMBO, SPOTLIGHT SHIFTS TO WASHINGTON - CLICK HERE
Consumer health dashboard https://reut.rs/4bvMzzC
免責聲明: XM Group提供線上交易平台的登入和執行服務，允許個人查看和/或使用網站所提供的內容，但不進行任何更改或擴展其服務和訪問權限，並受以下條款與條例約束：（i）條款與條例；（ii）風險提示；（iii）完全免責聲明。網站內部所提供的所有資訊，僅限於一般資訊用途。請注意，我們所有的線上交易平台內容並不構成，也不被視為進入金融市場交易的邀約或邀請 。金融市場交易會對您的投資帶來重大風險。
所有缐上交易平台所發佈的資料，僅適用於教育/資訊類用途，不包含也不應被視爲適用於金融、投資稅或交易相關諮詢和建議，或是交易價格紀錄，或是任何金融商品或非應邀途徑的金融相關優惠的交易邀約或邀請。
本網站的所有XM和第三方所提供的内容，包括意見、新聞、研究、分析、價格其他資訊和第三方網站鏈接，皆爲‘按原狀’，並作爲一般市場評論所提供，而非投資建議。請理解和接受，所有被歸類為投資研究範圍的相關内容，並非爲了促進投資研究獨立性，而根據法律要求所編寫，而是被視爲符合營銷傳播相關法律與法規所編寫的内容。請確保您已詳讀並完全理解我們的非獨立投資研究提示和風險提示資訊，相關詳情請點擊 這裡查看。
