8月4日美股交易时段，惠普盘中上涨5.2%，报28.535美元/股，成交额1.47亿美元。
消息面上，多家媒体报道称惠普、华硕、宏碁等主要PC厂商已于年中前后完成长鑫存储DRAM芯片认证，并开始在部分笔记本电脑中小规模搭载，以应对AI基础设施需求引发的空前内存芯片短缺。同日，供应链企业英力股份确认惠普AIPC结构件正式订单已落地并积极筹备生产，进一步印证惠普AI PC产品线加速推进。此前惠普已宣布搭载英伟达RTX Spark超级芯片的新品、与OpenAI的Frontier平台战略合作等多项AI布局。
惠普所在的电脑硬件行业整体表现强势，闪迪涨11.18%，戴尔涨10.76%，西部数据涨4.9%，希捷科技涨4.17%，苹果涨1.96%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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