Major U.S. indices closed mixed on Thursday, with the Dow Jones Industrial Average edging up 0.03% to 49,499.20, while the S&P 500 slipped 0.5% to 6,908.86 and the Nasdaq dropped 1.18% to 22,878.38.Investors were jittery as U.S. initial jobless claims rose by 4,000 to 212,000 in the third week of February, coming in below estimates of 215,000.These are the top stocks that gained the attention of retail traders and investors through the day.Netflix shares rose by 2.31%, closing at $84.61. The stock reached a ...

Core Viewpoint - The company, a maker of servers and PCs, is increasing its dividend by 20% [1] Group 1 - The company is enhancing shareholder returns through a significant dividend increase [1]

截至午间收盘，科创成长指数上涨1.5%，科创200指数上涨1.0%，科创100指数上涨0.9%，科创综指上涨0.6%，科创50指数上涨 0.1%。 | 科创50ETF易方达 低费率 | | | 588080 | | --- | --- | --- | --- | | 跟踪上证科创板50成份指数 | | | | | 该指数由科创板中市值大、流动性 | 截至午间收盘 | 该指数 | 该指数自2020年 | | 好的50只股票组成,"硬科技"龙 | 该指数涨跌 | 滚动市智率 | 发布以来估值分位 | | 头特征显著,半导体占比超65%, | | | | | 与医疗器械、软件开发、光伏设备 行业合计占比近80% | 0. 1% | 167. 3倍 | 95. 4% | | 【保要率 科创100ETF易方达 | | | 588210 | | 跟踪上证科创板100指数 | | | | | 该指数由科创板中市值中等且流动 性较好的100只股票组成,聚焦中 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数 | | 小科创企业,电子、电力设备、医 | | | | | 药生物、计算机行业合计占比超 | | | ...

Computer maker HP blamed the surge in memory chip prices as it forecast earnings for the year to come in at the low end of previously issued guidance. ...

Core Viewpoint - HP Inc. is under pressure as its stock has declined 17% year-to-date, trading near its 52-week low of $18.12, with significant concerns regarding memory cost inflation and the sustainability of the PC refresh cycle impacting its earnings outlook [1]. Group 1: Financial Performance - HP's fiscal Q4 2025 revenue was $14.64 billion, exceeding the consensus estimate of $14.49 billion and representing a 4% year-over-year growth [1]. - Non-GAAP EPS for Q4 2025 was $0.93, slightly above expectations of $0.92 [1]. - Personal Systems revenue grew by 8% due to increased average selling prices and a 7% increase in unit sales, while Printing revenue declined by 4% year-over-year [1]. Group 2: Earnings Guidance and Challenges - For fiscal Q1 2026, consensus estimates are a non-GAAP EPS of $0.77 and revenue of $13.925 billion [1]. - Management has indicated a 30-cent headwind to full-year earnings due to projected memory cost increases, which now account for 15% to 18% of the cost of a typical PC [1]. - The company is implementing strategies to mitigate memory cost impacts, including qualifying lower-cost suppliers and redesigning products for reduced memory configurations [1]. Group 3: Market Sentiment and Analyst Ratings - Wall Street analysts are cautious, with 10 out of 17 analysts rating the stock as a hold, 3 as a sell, and 1 as a strong sell, with an average price target of $23.21 [1]. - Major firms like Morgan Stanley and Bank of America have sell ratings with price targets set at $18 [1]. Group 4: Future Outlook - HP's Investor Day is scheduled for April 23, where management will discuss the impact of AI on the business, making the upcoming earnings results critical for setting the narrative [1]. - The demand for AI PCs (AIPCs) is expected to increase, with AIPCs representing over 30% of shipments in Q4 and projected to reach 40% to 50% in fiscal 2026 [1].

Växjö, Sweden, February 24, 2026* * * JLT Mobile Computers, a leading developer and supplier of reliable computers for demanding environments, today announced that the company’s major shareholders/shareholder groups, in accordance with the established principle for appointing the nomination committee of JLT Mobile Computers, have appointed a revised Nomination Committee with Josef Weidman as convener. The revision is prompted by significant changes in ownership during the interim period. The company shall h ...

Core Viewpoint - Lenovo Group has achieved a record high in global PC market share, with accelerated growth in AI business, leading to overall performance exceeding expectations [1] Group 1: Performance Highlights - Lenovo reported a revenue of $22.204 billion for Q3 FY26, representing an 18% year-on-year increase; Non-HKFRS net profit reached $589 million, up 36% year-on-year [2] - AI-related business grew by 72% year-on-year, contributing 32% to total revenue, making it a key growth driver for the company [2] - The company demonstrated effective cost control, resulting in an operating profit margin increase of 0.6 percentage points to 4.3%, indicating ongoing recovery in profitability [2] Group 2: Market Position and Supply Chain - According to IDC, Lenovo's global PC market share reached 24.9% in 2025, a historic high, with Q4 2025 alone achieving 25.3% [3] - Lenovo has outpaced industry average PC sales growth for ten consecutive quarters, attributed to its strong global supply chain management and product innovation capabilities [3] - The company has implemented long-term contracts and flexible pricing strategies to mitigate cost pressures from rising prices of key components, maintaining a stable operating profit margin of 7.3% in the IDG business [3] Group 3: AI Server Business - The Infrastructure Solutions Group (ISG) reported a revenue of $5.176 billion for the quarter, a 31% year-on-year increase, with AI server revenue showing high double-digit growth [4] - The project order backlog for AI servers reached $15.5 billion, indicating strong demand and future growth potential [4] - ISG is undergoing a one-time restructuring to enhance efficiency, with expectations of achieving profitability in Q4 FY26 [4] Group 4: Profit Forecast and Valuation - Based on the continuous increase in PC market share and effective cost management, the profit forecast for FY26 Non-HKFRS net profit has been raised by 6.5% to $1.801 billion, while FY27 profit estimates remain largely unchanged [5] - The current stock price corresponds to Non-HKFRS P/E ratios of 8.2x and 7.5x for FY26 and FY27, respectively, significantly lower than some comparable companies [5] - The company’s valuation is expected to have upside potential driven by AI-driven growth and improved profitability [5]

据交易所数据显示，截至2月24日午间收盘，大盘主力资金净流入122.98亿元。主力资金流出前十大板块分别为：计算机（-97.10亿元）、 传媒（-62.07亿 元）、IT服务Ⅱ（-48.08亿元）、IT服务Ⅲ（-48.08亿元）、 软件开发（-42.16亿元）、垂直 应用软件（-23.26亿元）、 影视院线（-21.46亿元）、横向通用 软件（-18.89亿元）、影视动漫制作（-18.73亿元）、 广告营销（-16.86亿元）。 | 影视院线 | -7.25 | -21.46亿元 | 华谊兄弟 | | --- | --- | --- | --- | | 横向通用软 件 | -4.26 | -18.89亿元 | 亚信安全 | | 影视动漫制 | -6.1 | -18.73亿元 | 华谊兄弟 | | 作 | | | | | 广告营销 | -1.57 | -16.86亿元 | 佳云科技 | | *数据仅供参考，不构成投资建议 | | | | | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流出最大 | | --- | --- | --- | --- | | 计算机 | -0.77 | -97.10亿元 | ...

Core Insights - HP Inc. (HPQ) is expected to report first-quarter fiscal 2026 results on February 25, with revenue estimates at $14.06 billion, reflecting a 4.1% year-over-year increase [1] - Non-GAAP earnings per share are projected to be between 73 cents and 81 cents, with a consensus estimate of 77 cents, indicating a 4.1% increase from the previous year [1] Financial Performance - In the last four quarters, HPQ's earnings have missed the Zacks Consensus Estimate twice, matched once, and surpassed once, with an average negative surprise of 2.6% [2] - The upcoming results are influenced by the strength in Personal Systems and a slight decline in the Printing division [3] Product and Market Dynamics - The performance is expected to benefit from the momentum in AI PC products, driven by new launches and the Windows 11 refresh cycle [3][4] - The introduction of various AI-based computing devices is likely to attract consumer interest and contribute to revenue growth [4] - Increased customer adoption of gaming products, including new gaming laptops and accessories, is anticipated to enhance sales in the quarter [5] Economic and Competitive Challenges - Macroeconomic factors such as high interest rates and inflation are expected to negatively impact demand for consumer PCs [6] - Enterprises are delaying IT spending due to economic uncertainties, which may affect commercial PC sales [6] - Rising memory prices are likely to pressure HP's profitability, as the shift in supply towards high-margin memory for AI applications has tightened availability for standard PC memory [7] Earnings Outlook - The current model does not predict a definitive earnings beat for HPQ, as it holds a Zacks Rank of 4 (Sell) and an Earnings ESP of -0.65% [8] - The results are contingent on the performance of Personal Systems and the impact of rising memory prices on profitability [9]

受益于AI工具OpenClaw在本地设备运行催生的"廉价主机"需求预期，英国低成本计算机制造商树莓派（Raspberry Pi）本周成为散户投资者的追捧 热点。截至周三，其股价在三个交易日内近乎翻倍，推动公司市值自去年5月IPO以来首次触及10亿英镑大关。 此番市场狂热主要源于市场对AI Agent 本地化部署的硬件需求预期。OpenClaw作为近期爆红的AI应用，被誉为首个成功的"AI Agent"案例，能够 在个人电脑本地运行，执行撰写电子邮件及回复即时通讯消息等任务。 其创始人Peter Steinberger于上周末被OpenAI纳入麾下，进一步点燃了市场情绪。社交媒体上的讨论显示，爱好者们正积极寻求利用树莓派这种成 本低廉的硬件，作为运行OpenClaw的物理载体。 然而，这轮受社交媒体驱动的"模因股"（Meme Stock）式涨势在周三午后出现急剧逆转。截至当日收盘，该公司股价回吐部分涨幅，市值回落至 略高于8亿英镑。 尽管如此，该股的大幅波动已引发市场对AI技术更深层次影响的关注。部分投资者开始担忧，随着AI Agent的成熟，其未来可能对商业软件、财 富管理乃至物流运输等行业的白领工作岗位产生 ...