异动解读｜惠普盘中下跌5.01%，高盛看空叠加利润指引下调引发获利回吐

行情直击06-03

6月3日，惠普盘中下跌5.01%，报27.87美元/股，成交额4.49亿美元。消息面上，高盛近日发布报告，尽管惠普因AI PC概念股价连续走强，该行仍认为存在约35%的下行风险。此前惠普第二财季业绩虽超预期（调整后EPS 0.86美元 vs 预期0.71美元，销售额144亿美元同比增9.2%），但公司将全年调整后EPS上限从3.20美元下调至3.10美元，警告内存成本上涨将持续压制利润率。此外，约2%-3%商业PC收入因客户提前采购被拉入本季，需求前置恐透支第四季度增长，市场对前期连涨后估值可持续性产生疑虑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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