惠普(HPQ)今日盘中股价大跌5.05%,引起了市场的广泛关注。
消息面上,今日早间有媒体报道称,在全球内存芯片供应紧张的背景下,惠普等主要PC制造商正考虑首次从中国芯片制造商长鑫存储采购内存芯片,以拓展供应渠道、应对成本上升压力。
然而,随后有接近长鑫存储的人士向媒体表示,惠普等PC厂商目前并未开始针对长鑫存储的产品认证,长鑫存储在IPO申报文件中也未披露相关海外业务计划。这种前后矛盾的市场信息引发了投资者对惠普供应链状况和未来业务规划的不确定性担忧,可能是导致股价盘中大幅下跌的重要原因。
惠普(HPQ)今日盘中股价大跌5.05%,引起了市场的广泛关注。
消息面上,今日早间有媒体报道称,在全球内存芯片供应紧张的背景下,惠普等主要PC制造商正考虑首次从中国芯片制造商长鑫存储采购内存芯片,以拓展供应渠道、应对成本上升压力。
然而,随后有接近长鑫存储的人士向媒体表示,惠普等PC厂商目前并未开始针对长鑫存储的产品认证,长鑫存储在IPO申报文件中也未披露相关海外业务计划。这种前后矛盾的市场信息引发了投资者对惠普供应链状况和未来业务规划的不确定性担忧,可能是导致股价盘中大幅下跌的重要原因。
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