知名个人电脑制造商惠普(HPQ)27日盘中股价大跌10.2%，引发了市场广泛关注。根据相关新闻报道,这主要是因为惠普公布的2025财年第一季度业绩展望未能达到市场预期,引发了投资者对个人电脑市场复苏前景的疑虑。
具体来看,惠普第四财季业绩超出市场预期,收入同比增长1.7%至141亿美元。但公司预计2025财年第一季度每股收益仅为0.70-0.76美元,低于华尔街分析师预期的0.86美元。对于2025财年整体,惠普也给出每股收益预期3.45-3.75美元,平均值3.60美元,仅符合分析师预期。
分析人士指出,个人电脑市场自疫情高峰以来一直低迷,主要是因为在大流行期间消费者和企业囤积了大量科技产品。虽然被吹捧为利于人工智能工作负载,但新款人工智能个人电脑尚未拉动整体市场需求,因为消费者目前难以看到其明显优势。
由于利润增长承压,惠普表示正在采取定价和成本控制行动,并预计措施将在下半年产生更大影响。但公司疲软的第一季度利润前景令投资者失望,在盘中股价大幅下挫。因此,未来如何有效控制成本并应对外部环境变化,将是影响惠普盈利表现的关键。
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