异动解读 | 行业周期性挑战加剧,惠普盘中大跌5.77%

异动解读
Dec 18

惠普(HPQ)今日盘中大跌5.77%,引发市场关注。

消息面上,摩根士丹利最新报告指出,IT硬件公司将在2026年面临日益严峻的周期性挑战,尤其是惠普等硬件原始设备制造商。分析师认为,内存芯片成本上升可能导致产品价格大幅上涨,需求弹性风险加剧,硬件采购预算面临下调压力。这一行业性利空直接拖累了惠普股价表现。

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