BUZZ-惠普因摩根士丹利将其评级下调至 "减持 "而下跌

路透中文
Nov 17, 2025
BUZZ-<a href="https://laohu8.com/S/HPQ">惠普</a>因<a href="https://laohu8.com/S/MS">摩根士丹利</a>将其评级下调至 "减持 "而下跌

11月17日 - ** 个人电脑制造商惠普公司< HPQ.N (link) >股价盘前下跌3.8%,报23.60美元

** 摩根士丹利将惠普股票评级从 "增持 "下调至 "减持",目标价24美元

** 券商称内存市场正经历前所未有的周期,硬件设备的关键部件 NAND 和 DRAM 的现货价格在过去六个月分别飙升了 50%和 300

** 称惠普是美国个人电脑制造商中 "最脆弱 "的企业之一,因为它更依赖于 DRAM(一种计算机内存);最近的渠道检查显示需求疲软,其利润率低于竞争对手

** 补充说,惠普打印业务继续面临压力,加上内存成本上升,给利润率带来了更大压力

** 18家券商中有2家将股票评级定为 "买入 "或更高,14家为 "持有",2家为 "卖出";PT中值为28美元--数据由LSEG编制

** 截至上次收盘,该股今年累计下跌约 25

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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