9月2日，慧与科技夜盘上涨3.64%，报52.72美元/股，成交额5272.0美元。公司于当日盘后发布财季业绩，此前美银证券发布前瞻指出，慧与面临强劲需求但受供应制约，预计财季营收达123亿美元、每股收益0.95美元，均高于市场一致预期的120亿美元和0.93美元；其中AI系统收入预计从上季度的9亿美元跃升至20亿美元，成为核心增量亮点。
此前一日，慧与曾随硬件板块整体回调跌逾3%，戴尔跌3.95%、希捷科技跌2.33%，财报前夕市场情绪趋于谨慎。盘后反弹或反映财报数据验证了AI需求加速的市场期待。此外，摩根大通近期将慧与目标价从68美元上调至70美元，花旗将目标价从70美元上调至74美元并维持买入评级，多家投行看好态度明确。
（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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