慧与科技(HPE)今日盘前股价大跌8.52%，引发市场广泛关注。这一波动直接源于公司最新公布的2025财年第四季度业绩及低于预期的营收指引。
财报显示，慧与科技第四季度营收同比增长14%至96.8亿美元，低于分析师预期的99亿美元。更令市场担忧的是，公司预计下一季度营收仅为90亿至94亿美元，远低于华尔街98.8亿美元的平均预期。首席执行官Antonio Neri解释称，部分大型AI服务器交易被推迟至2026年，包括欧洲一笔因数据中心未就绪而延迟的交易，以及受美国联邦政府停摆影响的合作项目。
尽管公司毛利率显著改善且AI服务器需求持续强劲，但投资者仍对短期营收前景感到担忧。首席财务官Marie Myers补充表示，部分主权客户的长交货周期订单可能导致收入确认进一步延迟，这加剧了市场对业绩短期承压的预期。
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