英文Gary Black发布 2026/09/01 20:32· 入库 2026/9/2 00:00:40· Gary Black (@garyblack00)
戴尔财报超预期，AI服务器需求强劲，盘后大涨10%
原标题：$DELL +10% AH after significantly beating 2Q ests and boosting FY’27 Rev guidanc…
精华摘要
戴尔公布第二季度财报，营收和利润远超预期，AI服务器收入达164亿美元，同比增长58%。公司上调了2027财年营收和每股收益指引，分别上调15%和42%。盘后股价大涨10%。
戴尔作为AI服务器主要供应商，其强劲业绩表明AI算力需求旺盛，这间接反映智能驾驶对算力的依赖，利好EV智能化进程。投资者可关注AI服务器供应链对EV相关芯片和硬件的影响。
原文摘要
$DELL +10% AH after significantly beating 2Q ests and boosting FY’27 Rev guidance by +15% and FY’27 EPS guidance by +42% behind the strength of AI servers demand. 2Q actuals: - Net revs $46.97B vs $44.95B est - AI servers rev $16.4B vs $16.0B est - Adj Gross margin 21.1% vs 17.4% est - Adj EPS $7.04 vs $4.90 est - Net revs +58% YoY vs +50% est 3Q guidance: - Net revs $49B vs $41.9B est - Adj EPS $6.40-$6.60 vs $4.55 est FY’27 guidance: - Net revs $192B vs $165-169B prior (+15%) and vs $173.8B est - Adj EPS $25.50 at midpoint vs $17.90 at midpoint prior (+42%) and vs $19.10 est Conf call