戴尔（DELL）今日夜盘股价大幅上涨42.16%，引起了市场的广泛关注。
消息面上，戴尔盘后公布的2027财年第一季度业绩报告远超市场预期，成为推动股价飙升的核心动力。财报显示，公司当季营收同比激增88%至438.4亿美元，调整后每股收益达4.86美元，均显著高于分析师预估。更为亮眼的是，其AI服务器业务呈现爆炸式增长，营收同比飙升757%至161亿美元。
与此同时，公司大幅上调了全年业绩指引，将年度营收预期从1380-1420亿美元区间提升至1650-1690亿美元，并将AI服务器营收预期从约500亿美元上调至约600亿美元。此外，戴尔旗下公司近期赢得了美国国防部一份为期五年、价值约97亿美元的大型软件合同，进一步增强了投资者对公司未来增长潜力的信心。管理层在财报电话会议中透露，公司AI相关积压订单已达到创纪录的513亿美元，反映了市场对戴尔AI解决方案的强劲需求。
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