戴尔科技公司(Dell Technologies)股价在美股盘后大涨5.26%,引发市场关注。这是因为该公司发布了令人鼓舞的第四季度业绩,同时为2026财年设定了积极的盈利和收入目标,投资者对戴尔的AI推理计算布局充满期待。
戴尔第四季度调整后每股收益2.68美元,超出分析师预期的2.53美元;营收239亿美元,虽然低于预期的245.6亿美元,但同比仍有7.09%的增长。据报道,公司基础设施解决方案部门和客户解决方案部门的营收均实现了两位数同比增长。
此外,戴尔预计2026财年营收将在1010亿至1050亿美元之间,调整后每股收益为9.30美元,均优于分析师预期。戴尔表示,将通过继续削减成本,同时把握AI服务器需求增长的机遇,来实现利润增长目标。目前,戴尔与包括xAI在内的公司已签约90亿美元的AI服务器订单。
值得注意的是,戴尔正致力于切入AI推理计算领域,布局相关的硬件设备和芯片。分析人士认为,随着AI推理计算需求不断扩大,戴尔将在该领域获得新的增长动能,进一步提升公司的盈利能力。不过,也有分析人士提醒AI推理计算业务扩展存在一定风险,需要持续关注。
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