惠普股票討論區

The F135 Engine Core Upgrade funding is a positive development for Pratt & Whitney and RTX, enabling them to deliver advanced propulsion capabilities to keep the US and its allies at the forefront of fighter engine technology.

NVIDIA CEO Jen-Hsun Huang said the company's next-generation artificial intelligence graphics processor, called Blackwell, will sell for between $30,000 and $40,000 per unit.
Holding up a Blackwell chip, Jen-Hsun Huang said, "We had to invent some new technology to make this happen." He estimated that NVIDIA spent about $10 billion on R&D costs.
The price suggests that the chip, which is likely to be i...

As you start reading the news, you will notice that some media channels and news outlets are saying the latest CPI data is quite in line with expectations or it isn’t so bad. Thus, the market rallied.
This simply shows that news are hindsight stuff. Whichever way the market goes, various news outlets will have a way to tag a reason to it, or spin it in such a way that it fits their narrative.
Trade the price action if you’re a short term trader. Ignore the short term noise and news if you’...

HPE's investor relations head Jeff Kvaal expressed satisfaction with the company's AI server business, noting that the order pipeline is larger than the reported backlog and continues to grow. The long-term view for the company is very positive.

Analysts are less optimistic about HP after recent earnings report, with lowered revenue predictions and a slight downgrade in earnings per share. Despite these, analysts believe HP's intrinsic value isn't significantly affected. However, HP's expected slower revenue growth compared to the industry raises concerns.

HP's subscription service could mitigate recent challenges as consumers and businesses limit major purchases. The company views declining revenue as market stabilization, predicting PC market growth in 2024.

Analysts predict AI-enabled PCs and return-to-office trends could boost HP's sales. Despite Q1 softness, HP's FY24 guidance reiteration and impressive Print side margins are encouraging. Strong FY24 free cash flow could uplift buybacks. If the PC market recovers and HP maintains cost discipline, a stock re-rating could occur.