4月3日周四，惠普股价盘中大跌9.25%，引发市场关注。此次股价暴跌主要源于美国前总统特朗普宣布的新关税政策，该政策将对个人电脑制造商造成重大影响。
据报道，特朗普政府计划对中国、越南和马来西亚等主要电子产品生产国征收高达34%至46%的对等关税。这一政策将直接影响到以惠普为代表的PC制造商，预计将导致其生产成本大幅上升。摩根大通分析师预计，为抵消关税影响，硬件价格可能平均上涨5%，其中PC制造商受影响最大。
业内专家指出，新关税政策可能使惠普面临10%至25%的成本增长，每台设备成本或增加200至500美元。这将迫使公司要么提高产品价格，要么接受利润下降。此外，显示器、内存和外围元件成本的上升可能导致中端个人电脑市场功能缩减和定价压力增加。投资者担忧这些因素将显著影响惠普的盈利能力，从而引发了此轮股价大跌。
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