惠普（HPQ）今日盘中股价大涨5.12%，引起了投资者的广泛关注。
这一股价上涨主要受到市场调研机构Canalys最新发布的2025年第一季度全球PC市场报告的推动。报告显示，全球PC市场在2025年第一季度实现了9.4%的同比增长，总出货量达到6270万台。其中，惠普作为全球第二大PC厂商，表现亮眼，出货量同比增长6%，达到1280万台。
值得注意的是，惠普在美国市场的表现尤为突出，第一季度出货量增长约13%。这主要得益于厂商为应对首轮关税政策，提前向美国加速出货。此外，惠普首席执行官Enrique Lores透露，到今年底，惠普在美国销售的产品中将有90%在中国以外生产，显示出公司在供应链多元化方面的积极布局。这些因素共同推动了投资者对惠普未来业绩的乐观预期，从而带动股价上涨。
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