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Asustek Computer
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PCモニター:ASUSの決算発表は今後の減速を警告、PCの次なるエッジAIへの移行
Equity Bottom-Up
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18 May 2025 18:24
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ASUSは2025年第1四半期の予想を上回りましたが、価格の不確実性により関税リスクと2025年後半のPC需要低下の可能性を警告しています。PCセグメントは、商用PCとAI対応システムが牽引し、堅調に成長しています。
フルインサイトの内容:
Asus 2025年第1四半期業績概要
PCセグメントの成長と将来の見通し
PC でのオンデバイス AI 実行
リスク:為替と関税に関する懸念
結論:長期展望
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