慧与科技（HPE）周三盘前股价大涨5.09%，主要受益于公司发布的强劲第二财季业绩报告及乐观前景展望。
根据财报，慧与科技第二财季调整后每股收益为38美分，营收76.3亿美元，同比增长6%，均超出分析师预期。公司AI系统收入达10亿美元，远超预期的7.98亿美元，AI积压订单更是飙升至32亿美元。首席财务官Marie Myers表示，这32亿美元的AI积压订单仅是"冰山一角"。
除AI业务外，慧与科技的传统业务也显现复苏迹象。混合云业务收入增长13%至14.5亿美元，网络业务在连续五个季度下滑后首次实现收入和利润增长。公司还上调了全年盈利指引，预计每股收益为1.78-1.90美元，高于市场预期。此外，管理层表示，关税对公司利润的负面影响预计将减轻，从此前预期的每股7美分降至4美分。
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