惠普(HPQ)今日盘中股价大涨5.07%，引发市场关注。
消息面上，据多家媒体报道，在AI基础设施需求引发的空前内存短缺背景下，惠普、华硕和宏碁等主要PC制造商已开始小批量采用中国长鑫存储(CXMT)生产的DRAM芯片。多家大型PC制造商已于今年年中前后完成了长鑫存储DRAM芯片的认证流程，并已开始在笔记本电脑中有限度地使用这些芯片。这一举措表明惠普正在积极应对内存短缺问题，通过供应链多元化来保障生产，市场对此反应积极。
据悉，自2025年底以来，PC和智能手机行业一直深受内存芯片短缺之苦。市场研究机构IDC预计，受空前内存短缺影响，今年全球PC产业将萎缩超过11%。在此背景下，惠普等厂商将长鑫存储纳入供应多元化考量，尽管目前采用规模有限，但市场认为这是一个积极的信号，有助于缓解供应链压力，从而推动股价盘中走高。
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