戴尔科技周四公布2026财年第二季度财报，营收与利润均超市场预期，并上调全年营收与盈利指引。然而，由于第三季度每股收益指引不及分析师预期、AI服务器订单环比大幅下滑、基础设施毛利率显著低于预期，公司股价在盘后下跌超5%。尽管戴尔预计全年AI服务器出货量将达200亿美元、同比翻倍，但市场对其高成本、高依赖芯片供应的盈利能力仍持审慎态度。PC业务持续疲软，也加剧了市场担忧。戴尔周四公布财报，尽管...
Source Link戴尔科技周四公布2026财年第二季度财报，营收与利润均超市场预期，并上调全年营收与盈利指引。然而，由于第三季度每股收益指引不及分析师预期、AI服务器订单环比大幅下滑、基础设施毛利率显著低于预期，公司股价在盘后下跌超5%。尽管戴尔预计全年AI服务器出货量将达200亿美元、同比翻倍，但市场对其高成本、高依赖芯片供应的盈利能力仍持审慎态度。PC业务持续疲软，也加剧了市场担忧。戴尔周四公布财报，尽管...
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