5月29日，戴尔科技夜盘上涨39.03%，报440.8美元/股。消息面上，公司发布FY2027第一财季业绩，营收438.4亿美元，同比增长88%，远超市场预期的357.4亿美元；调整后每股收益4.86美元，较预期的2.94美元高出65%。
核心驱动来自AI服务器业务爆发：当季AI优化服务器收入达161亿美元，同比暴增757%；AI订单录得244亿美元，积压订单攀升至创纪录的513亿美元。公司同步大幅上调全年指引，营收中值上调至1670亿美元，较此前指引上调约270亿美元；AI服务器全年收入预期上调至约600亿美元。Q2营收指引440亿至450亿美元，亦远超市场预期的351亿美元。管理层表示销售渠道增速超历史水平，剔除AI混合影响后毛利率前景持续改善。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments