摩根士丹利：PC&NB-趋于保守

April 23, 2025 09:12 AM GMT Greater China Technology Hardware | Asia Pacific PC/NB: Turning conservative We lower PC unit assumptions 3% each for 2025-26 for our Greater China Tech Hardware coverage and flow that through our models. We stay OW on Lenovo, downgrade Asustek to EW and downgrade Acer, Compal and Foxconn to UW. We turn more cautious on PCs: Given the increased policy uncertainties and recession concerns, we see risks on DT/NB budgets, supported by results from our recent US CIO survey. We lower ...