戴尔科技(DELL)今日盘前大跌5.03%,引发市场高度关注。此次股价暴跌主要是由于其日前公布的业绩预期不佳,以及投资者对公司在人工智能(AI)服务器领域的前景存有疑虑。
具体来看,戴尔科技在截至2025年1月31日的上个财季的收入为239亿美元,同比增长7.2%,未能达到分析师246亿美元的预期。另外,该公司预计2026财年的营收仅能在1010-1050亿美元区间,增幅约为8%。虽然该公司预测AI服务器业务将录得150亿美元的营收增长,但市场显然无法对此完全信服,因为该公司日前公布,上季度的AI服务器营收为21亿美元,远低于分析师预期的27.7亿美元。
此外,戴尔科技还预计,由于AI服务器的高生产成本,公司的2026财年毛利率或将下滑约100个基点。考虑到AI服务器业务前景存疑,加上个人电脑业务表现平平,使得该公司的整体业绩增长猜想并不令人乐观。市场似乎对戴尔科技的未来增长潜力持谨慎态度,因而造成今日盘前大跌。
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.