异动解读 | 慧与科技(HPE)盘后大跌5.94%,因季度营收预测疲软

异动解读
Dec 05, 2025

慧与科技(HPE)今日盘后股价大幅下跌5.94%,引发市场关注。

此次下跌直接源于公司发布的季度营收预警。HPE预计第一季度营收为90亿至94亿美元,低于分析师平均预期的99亿美元。公司表示,经济不确定性导致企业客户缩减支出,尤其在服务器硬件领域,其第四季度服务器收入已同比下降5%。

行业分析指出,尽管企业持续投资人工智能,但成本优化压力仍对传统硬件供应商如HPE和戴尔科技(DELL)造成冲击,进一步加剧了业绩压力。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10