异动解读|惠普盘后上涨5.56%,第二财季业绩超预期但成本压力隐忧犹存

行情直击
May 29

5月29日,惠普盘后上涨5.56%,报26.34美元/股,成交额1238.24万美元。

消息面上,惠普于5月27日盘后发布第二财季业绩报告,调整后每股收益0.86美元,显著超出市场一致预期的0.71美元。AI PC渗透率为本次财报核心看点,上季度惠普PC出货量中约三分之一为AI能力机型。此前受联想强劲财报催化,惠普曾连续六个交易日上涨、累计涨幅超20%。

不过,惠普首席财务官指出不断上涨的投入成本(尤其是内存芯片价格)预计将对运营利润率带来压力,个人系统业务尤甚,公司同时下调了财年利润上限。摩根士丹利认为本季业绩好于预期,但价格弹性等不确定性依然存在。

(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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