惠普:已暫停對俄國出口 本季EPS預計少3美分
格隆匯3月1日丨個人電腦製造大廠惠普(HPQ.US)執行長Enrique Lores説,該公司已加入全球制裁俄羅斯的行列,暫停對俄出口,本季獲利將受打擊,每股盈餘(EPS)最多減少3美分。公司預估,即使如此,本季仍能獲利,扣除部分項目後,截至4月的本季每股盈餘最多可達1.08美元,優於華爾街預期。根據研調機構IDC,惠普在2020年第4季是俄國最大PC供應商,市佔率為18%。目前無法取得較新的數據,但Sanford C. Bernstein分析師團隊在2月28日發佈的報吿指出,俄國如今仍只佔全球PC市場的一小部分,僅佔去年整體出貨量的2%。Sanford公司稱,我們認為,對俄國實施的制裁措施和出口管制,不會對許多終端市場帶來任何實質性衝擊;這些終端市場是半導體需求的主要驅力。
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