9月3日 - ** 人工智能服务器制造商惠普企业（HPE.N）的股价在盘前交易中下跌4.7%，至49.38美元
** 惠普企业（HPE）指出，内存、NAND闪存、CPU和硬盘持续短缺，这限制了其满足强劲AI相关需求的能力
** 派杰证券（Piper Sandler）将目标价从63美元下调至57美元
** “我们认为，该业务受终端市场强劲表现的影响较小，且根据业绩指引，市场对营收和利润率见顶存在担忧，”派杰（Piper Sandler）分析师在研报中表示
** 惠普企业（HPE）第三季度业绩超出华尔街预期，随后上调了2026财年和2027财年的营收及利润预测
** 惠普企业（HPE）扩大与甲骨文（Oracle） ORCL.N 的合作，以支持该软件公司的全球人工智能基础设施
** 24家券商中有16家对该股给出“买入”或更高评级，8家给出“持有”评级；目标价中位数为67美元
** 截至上一交易日收盘，HPE股价年内累计上涨115.8%
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