9月2日，戴尔盘中上涨8.69%，报464.57美元/股，成交额8.55亿美元。
消息面上，公司盘后发布第二财季业绩，营收469.71亿美元，同比增长58%，超出市场预期的约449亿美元；非GAAP每股收益7.04美元，同比增长203%，超预期幅度达43%。AI优化服务器营收达164亿美元，同比翻倍，AI相关积压订单高达950亿美元。公司将全年营收指引从此前约1670亿美元大幅上调至1920亿美元，远超市场预期的约1740亿美元；全年非GAAP每股收益指引上调至25.50美元，显著高于预期的19.10美元。此外，公司全年运营费用率预计约为营收的8%，创42年历史新低。高盛已上调其目标价至570美元。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.