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聯想：零部件成本高企或抑PC及手機需求

Future Wealths
Future Wealths
12 2 月, 2026
One Min Read
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聯想集團（0992）主席楊元慶於業績會上表示，當前供應短缺及成本上升情況前所未有，且仍未結束。記憶體上季價格增加約五成，而目前季度合約價亦較上季幾乎翻倍，反映供需結構失衡並非短期波動，料將在今年持續對行業造成影響。集團正密切監察形勢，並採取靈活應對措施。

原文: https://finance.mingpao.com/fin/instantf/20260212/1770889474760/%E8%81%AF%E6%83%B3-%E9%9B%B6%E9%83%A8%E4%BB%B6%E6%88%90%E6%9C%AC%E9%AB%98%E4%BC%81%E6%88%96%E6%8A%91pc%E5%8F%8A%E6%89%8B%E6%A9%9F%E9%9C%80%E6%B1%82%22%20target=%22blank

Last Update: 12 2 月, 2026

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