惠普(HPQ.N)周五股价盘中大跌5.58%,引发了市场关注。主要原因包括:
一、惠普2025财年第一财季业绩未达预期: - 营收同比增长2.4%至135亿美元,超出预期,但净利润同比下降9%至5.65亿美元,调整后每股收益0.74美元,虽在预期范围内但未达到分析师平均预期的0.85美元。 - 个人电脑和打印业务均出现增长乏力,其中个人消费者PC出货量同比下降11%。
二、第二财季及全年业绩展望偏弱: - 惠普预计第二财季调整后每股收益中值为0.8美元,低于分析师平均预期的0.85美元。全年调整后每股收益中值也仅略高于预期。 - 叠加环境因素如关税等,公司业绩承压。
三、惠普宣布进一步裁员1000至2000人,总裁员人数最高可达9000人: - 虽旨在削减成本推动重组计划,但也凸显公司面临发展困境,加剧市场对其长期前景的担忧。
总的来说,惠普个人电脑及打印业务增长乏力,加之成本压力和不利的外部环境,导致其业绩和展望令市场失望。裁员等重组举措虽也获利润,但也反映公司面临较大发展瓶颈,令投资者对未来前景缺乏信心,从而引发大跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.