作者 | Hunting Alpha编译 | 华尔街大事件惠普 (NYSE :HPE) 今年开局不佳,原因多种多样:备受期待的并购交易推迟、利润率压力高于预期,以及AI收入增长低于预期。这促使分析师再次认真审视该股,并对其进行了重新评估:预计人工智能收入结构将加速增长,但 2025 财年下半年预计利润压力将持续存在Juniper 收购案仍有可能完成,但由于延迟和不确定性,其估值可能会下降估值接近...
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