智通财经APP获悉，周四，电脑硬件股下跌，惠普(HPQ.US)跌逾5%，戴尔科技(DELL.US)跌近4%。摩根士丹利在周三的一份报告中表示，IT硬件公司将在2026年面临日益严峻的周期性挑战。分析师对戴尔科技和惠普等硬件原始设备制造商最为谨慎，原因是对内存芯片的风险敞口较大。分析师指出，2026年内存芯片成本上升可能导致企业级与消费级市场产品价格大幅上涨，需求弹性风险加剧，硬件采购预算面临下调压力。
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