HP Inc. delivered what investors love to see: another dividend hike. But buried in the announcement was a warning that's getting lost in the celebration. The tech hardware giant recently raised its quarterly dividend to $0.30 per share, extending a streak that dates back to the company's 2015 separation. That's 10 straight years of increases, which sounds impressive until you read the fine print. While the dividend is safe for now, headwinds are mounting. Notably, rising memory costs and softness in the c ...

点击蓝字，关注我们 今日上午港股 1 . 石油股早盘普跌，截至发稿， 中石化(00386)跌3.89%，中石油(00857)跌3.17%，中海油服(02883)跌 3.17%，中海油(00883)跌2.79% 。 消息面上，周四，WTI原油期货收跌2.77%，报62.84美元/桶。布伦 特原油期货收跌2.71%，报67.52美元/桶。 3 . 老铺黄金(06181)现跌近5% 。美银证券发布研报称，老铺黄金受惠于金价上涨与品牌持续渗透，预 计公司去年下半年收入增长强劲，同比升165%；经调整纯利同比增169%。全年经调整纯利预测则下 调5%至48亿元人民币，即同比增长218%。 4. 再鼎医药(09688)再涨7% 。消息面上，2月9日，再鼎医药的注射用ZL-1310拟纳入突破性疗法，拟 用于一线含铂治疗期间或治疗后出现疾病进展的广泛期小细胞肺癌(ES-SCLC)患者。ZL-1310在早期 临床研究中展现出的疗效数据非常突出，尤其是在二线及以上治疗和脑转移患者中均显示出高缓解 率，使其有潜力成为SCLC治疗领域的突破性疗法。 7 . 先声药业(02096)涨超4.4% 。消息面上，近日，先声药业发布公告，内容 ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday's key moments. 1. Wall Street is lower Thursday, with declines picking up steam after the conclusion of the Morning Meeting. The market rotation into cyclicals from technology stocks, especially software, continues to play out. Industrials, a classic cyclical sector, are among the strongest groups in the market and are doing a lot of the heavy lifting in the portfolio, as J ...

Market Overview - The U.S. stock market showed mixed results with the Dow Jones up by 0.46%, while the Nasdaq fell by 0.31% and the S&P 500 increased by 0.09% [1] - Major tech stocks experienced varied performance, with Nvidia rising by 0.7% and Amazon and Apple both declining by over 1% [3] Semiconductor Sector - Storage concept stocks continued to perform well, with Seagate Technology rising by 11%, Western Digital by over 8%, SanDisk by over 8%, and Micron Technology by over 3% [3] - Micron Technology announced that its new NAND flash wafer plant is on track to begin shipments in the second half of 2028, with HBM4 customer shipments expected to increase in the first quarter of 2028, one quarter ahead of schedule. The CFO indicated that market demand exceeds supply, and this tight supply situation is expected to persist until after 2026 [3] Retail Sector - Major U.S. retailers saw collective gains, with Walmart rising over 2% to reach a historical high, Macy's up nearly 4%, Kohl's up nearly 3%, and Ross Stores up over 2% [4] - McDonald's reported a 9.5% year-over-year revenue increase to $7 billion for the fourth quarter, with adjusted earnings per share of $3.12, exceeding expectations [4] Software Sector - Software stocks faced significant sell-offs, with Cisco's stock plummeting over 9%, marking its largest drop in 2023. Despite an increase in AI demand leading to an upward revision of annual guidance, the gross margin guidance for the current quarter fell short of expectations [4] - Other software stocks showed mixed results post-earnings, with Fastly surging over 60%, HubSpot up over 10%, and Applovin dropping over 14% [4][5] Chinese Stocks - Chinese stocks listed in the U.S. experienced a collective decline, with the Nasdaq Golden Dragon China Index falling by 1.4%. Tencent Music dropped nearly 6%, while other companies like Huya, Boss Zhipin, and Beike fell over 4% [6] Commodity Market - Precious metals saw a decline, with spot gold down by 0.37% at $5065 per ounce and spot silver down by 1.43% at $83 per ounce [8] - International oil prices also fell, with Brent crude futures down about 1% to $68.75 per barrel and WTI crude futures down about 1% to $63.99 per barrel [8] Cryptocurrency Market - The majority of cryptocurrencies saw an increase, with Bitcoin rising by 0.96%, remaining below $68,000. In the last 24 hours, 118,000 individuals experienced liquidations [10][11]

来源：滚动播报 戴尔股价下跌3.2%，惠普公司股价下跌3.4%。 ...

周四，电脑硬件股盘前下跌，戴尔科技(DELL.US)跌逾4%，惠普(HPQ.US)跌逾3%。 有分析师称，2025年第一季度至第四季度期间，主流个人电脑内存及存储成本上涨了约40%至70%，而 这部分涨幅已转嫁至消费者身上。核心问题在于产能分配：内存制造商正全力追逐利润率更高的服务器 级DRAM和人工智能基础设施所需的HBM(高带宽存储器)，导致用于笔记本电脑和台式机的普通DDR 内存产能不足。 个人电脑制造商警告称，2026年可能会让消费者倍感棘手：问题并非出在CPU(中央处理器)或GPU(图形 处理器)缺货，而是行业正遭遇内存短缺危机——这一状况将推高物料清单成本，并迫使厂商做出尴尬 的配置选择。对于戴尔、联想等大型原始设备制造商(OEM)而言，要么选择支付更高成本并上调产品售 价，要么选择维持售价不变，但降低产品配置规格。 IDC研究经理吉特什.乌布拉尼(Jitesh Ubrani)表示，若2026年PC出货量下降9%，总出货量将降至约2.6亿 台，略低于2024年的约2.633亿台，并接近2023年的水平——"那是PC历史上最糟糕的年份之一"。 ...

有分析师称，2025年第一季度至第四季度期间，主流个人电脑内存及存储成本上涨了约40%至70%，而 这部分涨幅已转嫁至消费者身上。核心问题在于产能分配：内存制造商正全力追逐利润率更高的服务器 级DRAM和人工智能基础设施所需的HBM(高带宽存储器)，导致用于笔记本电脑和台式机的普通DDR 内存产能不足。 智通财经APP获悉，周四，电脑硬件股盘前下跌，戴尔科技(DELL.US)跌逾4%，惠普(HPQ.US)跌逾 3%。 个人电脑制造商警告称，2026 年可能会让消费者倍感棘手：问题并非出在 CPU(中央处理器)或 GPU(图 形处理器)缺货，而是行业正遭遇内存短缺危机 —— 这一状况将推高物料清单成本，并迫使厂商做出尴 尬的配置选择。对于戴尔、联想等大型原始设备制造商(OEM)而言，要么选择支付更高成本并上调产品 售价，要么选择维持售价不变，但降低产品配置规格。 IDC研究经理吉特什·乌布拉尼(Jitesh Ubrani)表示，若2026年PC出货量下降9%，总出货量将降至约2.6亿 台，略低于2024年的约2.633亿台，并接近2023年的水平——"那是PC历史上最糟糕的年份之一"。 ...

戴尔盘前股价下跌2.7%，惠普公司股价下跌2.4%。 来源：滚动播报 ...

The MOU outlines a partnership and a path toward a commercial 1,000 Tonne Per Year fumed silica plantMONTREAL, Feb. 12, 2026 (GLOBE NEWSWIRE) -- HPQ Silicon Inc. (“HPQ” or the “Company”) (“HPQ” or the “Company”) (TSX-V: HPQ, OTCQB: HPQFF, FRA: O08), a technology company driving innovation in advanced materials and critical process development, announced that its wholly owned subsidiary, HPQ Silica Polvere Inc. (“HSPI”) [1], has signed a non-binding memorandum of understanding (the “MOU”) with a strategic in ...

Core Insights - The semiconductor industry is undergoing significant changes, with a price surge starting from storage chips and spreading to non-storage sectors like power chips and MCUs [1][3] - Major PC manufacturers, including Lenovo, HP, Dell, Asus, and Acer, have initiated price adjustments due to rising upstream costs, leading to price increases of up to 20% for laptops and smartphones [1][3] - The price of components such as solid-state drives has seen dramatic increases, with prices for 1TB SSDs rising from 600-900 CNY to 950-1100 CNY within a short period [1][3] Price Surge in the Semiconductor Market - The price increase in the semiconductor market began in Q3 2025, with DRAM and NAND flash prices rising over 300% [3] - Predictions indicate that NAND flash prices will increase by 33%-38% and DRAM prices by 55%-60% in Q1 2026, driven by the explosive demand from AI servers [3][4] - The shift in production capacity towards higher-margin storage products is squeezing the supply of traditional products like analog chips and MCUs, leading to price increases in these areas [3][5] Impact on Consumer Electronics - The price adjustments have made it increasingly difficult for consumers to purchase computers within their budgets, with some configurations exceeding initial estimates by 1000 CNY [2][5] - The rising costs have led to a perception among consumers that computers are becoming luxury items, affecting purchasing enthusiasm [5][6] - Market analysts have downgraded the shipment forecasts for laptops and smartphones for 2026 due to the significant price increases and reduced consumer demand [6] Industry Response - Several non-storage chip manufacturers have announced price hikes in response to rising raw material costs and production constraints, with increases ranging from 15% to 80% [4][5] - The overall cost increase across the supply chain, including raw materials and manufacturing processes, is significantly impacting profitability for companies in the semiconductor sector [5] - Some consumers are opting to sell high-value components in the second-hand market to mitigate the impact of rising prices, a strategy referred to as "downward replacement" [6]