BUZZ-客户推迟订单，HPE 因人工智能服务器收入疲软而下跌

路透中文

Dec 05, 2025

BUZZ-客户推迟订单，HPE 因人工智能服务器收入疲软而下跌

12月5日 - ** 人工智能服务器 (link) 制造商惠普企业HPE.N股价盘前下跌 8.5% 至 20.95 美元

** 该公司预计第一季度营收低于华尔街预期

** 根据LSEG汇编的数据，HPE预计营收在90亿-94亿美元之间，而分析师平均预期为99亿美元。

** 由于客户将订单推迟到下半年，导致需求不均衡，该公司认为人工智能服务器收入将下降

** 摩根大通（J.P.Morgan）分析师在一份报告中表示："......管理层在波涛汹涌的宏观背景下保持并实现季度预期的能力，将是向投资者保证执行路线图，以实现26/28财年盈利目标的关键。

** HPE将2026财年调整后每股收益预期上调至2.25-2.45美元，而之前的预期为2.20-2.40美元。

** 根据伦敦证券交易集团（LSEG）的数据，覆盖该股的22位分析师的中位预测值为26美元，平均评级为 "持有"。

** 截至上次收盘，HPE年累计上涨7.1%。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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