5月29日，戴尔盘前上涨39.39%，报440.03美元/股，成交额4503.16万美元。
消息面上，戴尔于5月28日盘后发布FY2027第一季度财报，业绩全面碾压市场预期。公司当季营收438.4亿美元，同比增长88%，远超市场预期的354.3亿美元；调整后每股收益4.86美元，同比增长214%，大幅超出预期的2.94美元。
核心亮点在于AI服务器业务爆发式增长，单季收入达161亿美元，同比暴增757%；AI订单预订额244亿美元，积压订单高达513亿美元。传统服务器同样表现强劲，同比增长92%。管理层大幅上调全年指引，FY27总营收指引中值上调至1670亿美元，AI服务器全年收入预期由500亿上调至600亿美元，全年调整后EPS指引上调至17.90美元。Q2收入指引440-450亿美元，亦远超市场预期的351亿美元。
（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。）
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