慧与科技(HPE)今日夜盘大跌7.86%，引发市场广泛关注。
消息面上，慧与科技公布的2025财年第四季度业绩及未来展望显示，尽管公司毛利率显著改善，但对当前季度的营收指引低于华尔街预期。公司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98.8亿美元。这一差距主要由于部分大型AI服务器交易被推迟至2026年，影响了短期营收预期。
公司首席执行官Antonio Neri解释称，欧洲一笔大型交易因AI数据中心未就绪而延迟，另一笔与美国政府的合作则因联邦政府停摆而推迟。首席财务官Marie Myers补充表示，AI服务器需求虽持续激增，但订单交货周期较长，导致收入确认时间延后。
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