慧与科技（HPE）今日盘前股价大幅上涨28.51%，引起了市场的广泛关注。
此次股价异动主要源于公司盘后公布的超预期第二财季业绩及显著上调的全年指引。财报显示，公司第二季度营收同比增长40%至107亿美元，远超市场预期；调整后每股收益为79美分，同样大幅超越分析师预测。其中，网络业务营收同比激增148%，服务器业务订单实现三位数增长，积压订单规模创历史新高。管理层指出，人工智能数据中心扩张所驱动的服务器和网络产品需求爆发性增长，是业绩走强的核心动力。
基于强劲的季度表现，慧与科技将2026财年营收增长预期大幅上调至29%至33%，并宣布其修订后的财务目标已高于此前预计在2028财年才能达到的水平，意味着公司长期发展计划提前了两年实现。此外，公司宣布推出搭载英伟达全新Vera CPU的新一代服务器，并获得纽约证券交易所等重要客户订单，进一步印证了AI基础设施需求的旺盛势头与公司技术实力。
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