服务器需求强劲,HPE销售额大幅增长,但竞争激烈致毛利率下滑

华尔街见闻
06 Dec 2024

AI服务器需求强劲,HPE季度收入超出预期,但由于市场竞争激烈,利润率低于预期。 从惠普分拆出来的电脑硬件和储存设备公司HPE财报显示,在截至10月31日的第四财季里,总收入增长15%,达到84.6亿美元,超出分析师平均预期的82.6亿美元;每股收益为58美分,高于华尔街预期的平均56美分。 HPE业绩主要由服务器收入推动,随着对训练新人工智能模型的需求激增,该业务也一路飙升。财报显示,公司AI...

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