BUZZ-摩根士丹利下调评级并下调 PT 后，HPE 下跌

路透中文

Yesterday

BUZZ-<a href="https://laohu8.com/S/MS">摩根士丹利</a>下调评级并下调 PT 后，HPE 下跌

11月17日 - ** 人工智能服务器制造商惠普HPE.N股价盘前下跌2.4%至22.29美元，此前摩根士丹利将其评级从 "增持 "下调至 "等权重"。

** 投资银行还将惠普的预测价格从28美元下调至25美元。

** 摩根士丹利提到了 "前所未有的内存周期"，NAND 和 DRAM 的价格在过去六个月中分别上涨了 50%和四倍

** 投资银行称，内存 "超级周期 "对硬件原始设备制造商 2026 年的盈利构成越来越大的下行风险

** MS表示："我们认为，更强大的人工智能服务器组合带来的利润压力，加上内存成本上涨，将限制倍数扩张和积极的预期修正。

** MS 表示，投入成本上升与非 AI 硬件需求不振的趋势之间存在周期性错位

** MS 将 HPE 26 财年毛利率预期下调 260 个基点至 32.9

** 22家券商中有10家将该股评级为 "买入 "或更高，10家为 "持有"；其PT中值为26美元--LSEG数据

** 截至上次收盘，HPE年累计涨幅为6.93%，而标普500科技硬件、存储及外设.SPLRCTHSP年累计涨幅为13.22

(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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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2584625536"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2584625536\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2584625536?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-17 21:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584625536","market":"us","top_or_hot":-1,"title":"BUZZ-摩根士丹利下调评级并下调 PT 后，HPE 下跌","media":"路透中文","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>下调评级并下调 PT 后，HPE 下跌</title></head><body><p><span>11月17日</span><span> - </span>** 人工智能服务器制造商<a href=\"https://laohu8.com/S/HPQ\">惠普</a><span>HPE.N</span>股价盘前下跌2.4%至22.29美元，此前摩根士丹利将其评级从 \"增持 \"下调至 \"等权重\"。</p><p>** 投资银行还将惠普的预测价格从28美元下调至25美元。</p><p>** 摩根士丹利提到了 \"前所未有的内存周期\"，NAND 和 DRAM 的价格在过去六个月中分别上涨了 50%和四倍</p><p>** 投资银行称，内存 \"超级周期 \"对硬件原始设备制造商 2026 年的盈利构成越来越大的下行风险</p><p><span> ** MS表示：\"我们认为，更强大的人工智能服务器组合带来的利润压力，加上内存成本上涨，将限制倍数扩张和积极的预期修正。</span></p><p>** MS 表示，投入成本上升与非 AI 硬件需求不振的趋势之间存在周期性错位</p><p>** MS 将 HPE 26 财年毛利率预期下调 260 个基点至 32.9</p><p>** 22家券商中有10家将该股评级为 \"买入 \"或更高，10家为 \"持有\"；其PT中值为26美元<span>--LSEG数据</span></p><p>** 截至上次收盘，HPE年累计涨幅为6.93%，而标普500科技硬件、存储及外设<span>.SPLRCTHSP</span>年累计涨幅为13.22 </p><p>(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。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-摩根士丹利下调评级并下调 PT 后，HPE 下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2025-11-17 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>下调评级并下调 PT 后，HPE 下跌</title></head><body><p><span>11月17日</span><span> - </span>** 人工智能服务器制造商<a href=\"https://laohu8.com/S/HPQ\">惠普</a><span>HPE.N</span>股价盘前下跌2.4%至22.29美元，此前摩根士丹利将其评级从 \"增持 \"下调至 \"等权重\"。</p><p>** 投资银行还将惠普的预测价格从28美元下调至25美元。</p><p>** 摩根士丹利提到了 \"前所未有的内存周期\"，NAND 和 DRAM 的价格在过去六个月中分别上涨了 50%和四倍</p><p>** 投资银行称，内存 \"超级周期 \"对硬件原始设备制造商 2026 年的盈利构成越来越大的下行风险</p><p><span> ** MS表示：\"我们认为，更强大的人工智能服务器组合带来的利润压力，加上内存成本上涨，将限制倍数扩张和积极的预期修正。</span></p><p>** MS 表示，投入成本上升与非 AI 硬件需求不振的趋势之间存在周期性错位</p><p>** MS 将 HPE 26 财年毛利率预期下调 260 个基点至 32.9</p><p>** 22家券商中有10家将该股评级为 \"买入 \"或更高，10家为 \"持有\"；其PT中值为26美元<span>--LSEG数据</span></p><p>** 截至上次收盘，HPE年累计涨幅为6.93%，而标普500科技硬件、存储及外设<span>.SPLRCTHSP</span>年累计涨幅为13.22 </p><p>(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。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251117:nL4S3WT0VD:1","article_id":"2584625536","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2584625536","pubTimestamp":1763384488,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-摩根士丹利下调评级并下调 PT 后，HPE 下跌11月17日 - ** 人工智能服务器制造商惠普HPE.N股价盘前下跌2.4%至22.29美元，此前摩根士丹利将其评级从 \"增持 \"下调至 \"等权重\"。** 投资银行还将惠普的预测价格从28美元下调至25美元。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","HPE":"慧与科技","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","LU0225284248.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" ACC","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC"},"translate_title":"BUZZ-HPE falls after Morgan Stanley downgrades and downgrades PT","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HPE":0.9},"content_text":"BUZZ-摩根士丹利下调评级并下调 PT 后，HPE 下跌11月17日 - ** 人工智能服务器制造商惠普HPE.N股价盘前下跌2.4%至22.29美元，此前摩根士丹利将其评级从 \"增持 \"下调至 \"等权重\"。** 投资银行还将惠普的预测价格从28美元下调至25美元。** 摩根士丹利提到了 \"前所未有的内存周期\"，NAND 和 DRAM 的价格在过去六个月中分别上涨了 50%和四倍** 投资银行称，内存 \"超级周期 \"对硬件原始设备制造商 2026 年的盈利构成越来越大的下行风险 ** MS表示：\"我们认为，更强大的人工智能服务器组合带来的利润压力，加上内存成本上涨，将限制倍数扩张和积极的预期修正。** MS 表示，投入成本上升与非 AI 硬件需求不振的趋势之间存在周期性错位** MS 将 HPE 26 财年毛利率预期下调 260 个基点至 32.9** 22家券商中有10家将该股评级为 \"买入 \"或更高，10家为 \"持有\"；其PT中值为26美元--LSEG数据** 截至上次收盘，HPE年累计涨幅为6.93%，而标普500科技硬件、存储及外设.SPLRCTHSP年累计涨幅为13.22 (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。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}