惠普(HPQ)今日盘中大涨5.02%，引发市场广泛关注。
消息面上，多重利好因素共同推动股价走强。惠普宣布将于8月26日公布第三财季业绩，市场对其AI PC业务放量预期持续升温。供应链方面，英力股份已确认获得惠普AI PC结构件正式订单并筹备生产，显示出惠普在AI PC领域的布局正在加速落地。同时，惠普已将长鑫存储纳入内存供应多元化布局，以应对行业芯片短缺风险，进一步强化了供应链韧性。
此外，惠普在AI领域的战略合作持续推进，包括与英伟达RTX Spark超级芯片新品的首发合作，以及与OpenAI Frontier平台的战略合作，均为公司在AI PC赛道的发展提供了有力支撑。多重利好共振，推动惠普股价在日内交易时段延续强势表现。
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