惠普（HPQ）今日盘后股价大幅上涨5.56%，引起了市场的广泛关注。
消息面上，惠普于近期发布了第二财季业绩报告，调整后每股收益为0.86美元，显著超出市场一致预期的0.71美元。AI PC渗透率成为本次财报的核心看点，上季度惠普PC出货量中约三分之一为AI能力机型，显示出公司在人工智能个人电脑领域的强劲势头。
不过，惠普首席财务官也指出，不断上涨的投入成本（尤其是内存芯片价格）预计将对运营利润率带来压力，公司同时下调了财年利润上限。摩根士丹利认为本季业绩好于预期，但价格弹性等不确定性依然存在。
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