异动解读05-29
戴尔（DELL）在今日夜盘交易时段股价大幅上涨39.01%，这一强劲表现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，大幅超越分析师预期的354亿美元；调整后每股收益达4.86美元，同样远超2.94美元的预期。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AI服务器营收预期从500亿美元上调至600亿美元，并将全年总营收预期从1380-1420亿美元区间提升至1650-1690亿美元。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收入稳定性的信心。
戴尔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，AI工厂客户数量突破5000家，涵盖了新云、主权云及企业客户等多个领域。这些数据充分反映了市场对戴尔AI解决方案的强劲需求，以及公司在快速增长的AI基础设施领域的领先地位和巨大增长潜力。
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.
