异动解读|慧与科技盘中上涨7.25%,斩获Vultr 12亿美元AI系统大单并上调网络业务增速指引

行情直击
Sep 30

9月30日,慧与科技盘中上涨7.25%,报65.95美元/股,成交额8679.15万美元。

消息面上,慧与科技宣布与全球私有云基础设施巨头Vultr达成价值12亿美元的合作协议,Vultr将采购由HPE提供的AMD Helios AI机架系统并部署于美国云数据中心,这是该系统的首个商业订单。与此同时,公司将网络业务财年营收增速指引上调至高十位数至低二十位数百分比区间,并将年度运营成本节约目标从至少6亿美元提升至8亿美元。此外,摩根士丹利指出慧与AI系统积压订单规模已达约70亿美元,强劲的订单增长支撑其乐观的财年展望。公司近日还宣布将在全线产品中支持英伟达BlueField-4 DPU,进一步深化AI基础设施合作。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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