惠普今日盘中股价大涨5.27%，表现显著优于同行业其他个股。
消息面上，惠普近期在AI PC领域持续发力，多线催化推动股价走强。三星代号“GAIA”的AI加速芯片已向惠普送样验证，该芯片采用4纳米制程并融合下一代PIM内存技术，有望明年量产。同时，惠普近日接连发布搭载RTX 5060显卡的高配笔记本及新配置台式机，进一步丰富AI PC产品矩阵。此外，惠普与OpenAI达成战略合作全面部署Frontier平台，并作为英伟达RTX Spark超级芯片首批搭载厂商，生态优势凸显。这些因素共同为股价提供支撑。
在同行业个股普遍大跌的背景下，惠普逆势走强，戴尔跌超11%，希捷跌超10%，惠普的突出表现引发市场关注。
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