异动解读 | 惠普第三财季业绩超预期,AI PC需求强劲推动股价大涨5.39%

异动解读
Aug 28, 2025

周四盘中,惠普(HPQ)股价大涨5.39%,主要受益于公司发布的强劲财报以及对人工智能PC的乐观展望。

惠普公布的2025财年第三季度业绩超出市场预期。期内调整后每股收益为0.75美元,虽同比下滑但略高于分析师预期的0.74美元。营收139亿美元,同比增长3.1%,高于市场预期的136.9亿美元。其中,个人系统业务营收同比增长6%至99亿美元,个人电脑(PC)的销量增长6%。

除了强劲的财报数据外,惠普对人工智能PC的乐观展望也提振了投资者信心。公司首席执行官Enrique Lores表示:"AI PC仍有巨大的增长机会。"他指出,随着微软Windows 10操作系统即将在10月结束支持,加上AI PC的推出,有助于维持商业需求。惠普预计第四财季调整后每股收益将介于0.87至0.97美元之间,显示出对未来业绩的信心。这些因素共同推动了惠普股价的大幅上涨。

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