重发-美光预测引发成本担忧,戴尔和惠普下跌重新编辑以添加标题标签以及产品和主题代码
12月18日 - ** 戴尔科技DELL.N股价下跌3.2%,惠普HPQ.N股价下跌3.5%,未能赶上美光科技MU.O超预期盈利引发的科技股反弹。
** 尽管与人工智能有关的对美光内存芯片的强劲需求提振了许多科技股,并帮助标普500指数科技板块.SPLRCT上涨了1.5%,但这一预测加深了计算机和服务器制造商对成本上升和零部件稀缺的担忧。
** 惠普公司首席执行官恩里克-洛雷斯(Enrique Lores)上个月警告 (link),内存芯片价格上涨迫使该公司减少所售设备的内存配置,并提高产品价格。
** 与惠普和戴尔形成鲜明对比的是,希捷科技STX.O和西部数据WDC.O在MU发布财报后均大涨 (link) >6%,反映出其存储设备与人工智能相关的需求强劲。
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