惠普今日盘中股价大跌5.01%，引起了市场关注。
消息面上，行业巨头联想集团发出警告，指出日益严重的内存芯片短缺问题正困扰整个个人电脑行业，导致出货量面临越来越大的压力。分析师指出，内存制造商正将产能优先分配给利润率更高的服务器级DRAM和人工智能所需的高带宽存储器，从而导致用于笔记本电脑和台式机的普通DDR内存产能不足。
这种短缺导致个人电脑内存及存储成本在近期大幅上涨，预计将推高制造商的物料成本，并可能迫使他们提高产品售价或降低配置规格，进而影响销售和盈利能力。市场研究机构IDC预测，2026年个人电脑出货量可能因此下降。
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