惠普发布盈利预警，内存芯片波动或持续至明年

Core Viewpoint - HP has issued a profit warning, indicating that the volatility in memory chip prices will persist into next year, leading to a projected double-digit decline in PC shipments, which caused its stock to drop approximately 6% in after-hours trading [1][3]. Group 1: Financial Forecast - For the fiscal year ending October 31, 2026, HP expects adjusted earnings per share to be at the lower end of the previously forecasted range of $2.90 to $3.20 [3]. - The company acknowledged that the weakness in the PC market has exceeded prior expectations, with shipment declines aligning with overall industry trends [3]. Group 2: Profitability and Cost Pressures - HP's adjusted operating profit margin for the first fiscal quarter of 2026 was reported at 6.9%, below the market average expectation of 7.4%, indicating ongoing cost pressures affecting profitability [3]. Group 3: Strategic Responses - To mitigate the impact of rising memory chip prices, HP has implemented several self-help measures, including price increases to pass on some costs, expanding its supplier network to reduce dependency, and optimizing product designs to decrease memory chip usage [3]. - The company announced that these strategic initiatives have made progress, including the completion of the certification process for new suppliers [3].