惠普(HPQ)今日盘前股价大跌5.49%，引发了市场的广泛关注。
消息面上，惠普此前公布了2026财年第一财季财报，尽管营收与调整后每股收益均超出市场预期，但公司对未来业绩的展望却令投资者感到失望。公司预计第二财季调整后每股收益区间为0.70至0.76美元，其中值低于市场共识预期。同时，管理层表示，由于面临存储芯片（DRAM和NAND）成本持续飙升以及美国贸易监管带来的不确定性，预计全年业绩将更接近此前给出的盈利指引区间的低端。
分析指出，存储芯片价格的周期性上涨正显著侵蚀公司的利润率，而相关成本压力预计将贯穿整个2026财年甚至更久。此外，为应对美国关税影响而进行的供应链调整也带来了额外的复杂性和成本。这些因素共同导致了市场对惠普短期盈利能力的担忧，从而引发股价在盘前时段大幅下挫。
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