[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioea760d2c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioea760d2c","AI服务器需求爆发，慧与科技业绩超预期：中东市场成新增长点","\u002Fdoc\u002Fdcioea760d2c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cdiv class=\"article-summary\" data-v-60aa0dd4=\"\" data-v-1d88b818=\"\">慧与科技在第二财季获得11亿美元净新订单，其中约三分之一来自企业客户，中东地区的主权客户正成为增长新引擎。首席财务官Marie Myers称，目前正在加速部署英伟达新系列的GB200产品，32亿美元的AI积压订单仅是冰山一角。股价在周二盘后交易中上涨约5%。\u003C\u002Fdiv>\n\u003Cdiv class=\"rich-text\" data-v-126d0c73=\"\" data-v-1d88b818=\"\">\n\u003Cp>企业级AI服务器订单激增，从惠普分拆出来的电脑硬件和储存设备公司HPE正摇身变为AI“军火商”。\u003C\u002Fp>\n\u003Cp>6月3日美股盘后，慧与科技（HPE）公布强劲的第二财季业绩并上调第三财季指引。慧与科技\u003Cstrong>二季度调整后每股收益38美分，营收76.3亿美元，同比增长6%，高于74.5亿美元的一致预期\u003C\u002Fstrong>。在第二财季获得11亿美元净新订单，其中约三分之一来自企业客户。\u003Cstrong>AI积压订单飙升至32亿美元，中东地区的主权客户正成为增长新引擎\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>据媒体报道，慧与科技首席财务官Marie Myers称，目前正在加速部署英伟达新Blackwell系列的GB200产品。32亿美元的AI积压订单仅是冰山一角，公司整体管线规模是这一数字的\"数倍\"。在AI服务器之外，慧与科技的传统业务也显现复苏迹象：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cul>\n\u003Cli>\u003Cstrong>服务器总收入\u003C\u002Fstrong>在本季度增长6%至40.6亿美元；\u003C\u002Fli>\n\u003Cli>\u003Cstrong>混合云业务收入\u003C\u002Fstrong>增长13%至14.5亿美元；\u003C\u002Fli>\n\u003Cli>\u003Cstrong>网络业务\u003C\u002Fstrong>在连续五个季度下滑后首次实现收入和利润增长，这一转变同样得益于AI发展的推动。\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fblockquote>\n\u003Cp>慧与科技AI服务器需求强劲，第二财季业绩超预期，股价在周二盘后交易中上涨约5%。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"zoomer-cover\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fwpimg-wscn.awtmt.com\u002Fd7c9e546-8c0a-4bce-ba62-c6d84c7d3269.png\" width=\"640\" data-v-a1f118ca=\"\">\u003C\u002Fp>\n\u003Cdiv data-testid=\"stHeadingWithActionElements\">\n\u003Cdiv data-testid=\"stHeadingWithActionElements\">\n\u003Ch2 id=\"5e91c22e\">中东主权客户成新增长引擎\u003C\u002Fh2>\n\u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cp>慧与科技的业绩亮点不仅体现在传统企业市场，主权客户的强劲需求正成为新的催化剂。\u003C\u002Fp>\n\u003Cp>报道指出，慧与科技受益于企业在先进数据中心架构上的支出激增，这些架构专为支持生成式AI的复杂处理需求而设计。\u003C\u002Fp>\n\u003Cp>此外，公司管理层特别提及了中东地区AI发展带来的增长动能，这一趋势部分反映了慧与科技\u003Cstrong>在直接液冷技术方面的专业优势——这项技术对于处理当今AI芯片运行时产生的高热量至关重要\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>Myers表示，新一代产品正在出货，且由于技术配置更丰富，定价更高。\u003C\u002Fp>\n\u003Cp>首席执行官Antonio Neri在财报电话会议上补充道，本季度结束时的管线规模比上一季度更为强劲，\"这强化了我们战略的正确性\"。\u003C\u002Fp>\n\u003Cdiv data-testid=\"stHeadingWithActionElements\">\n\u003Ch2 id=\"b048b635\">前景乐观但监管阻力犹存\u003C\u002Fh2>\n\u003C\u002Fdiv>\n\u003Cp>展望三季度，HPE预期营收82亿至85亿美元，而FactSet分析师此前预期约82亿美元。调整后每股收益预期40至45美分，FactSet一致预期为41美分。\u003C\u002Fp>\n\u003Cp>Myers在财报电话会议上表示：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cp>我们继续在复杂的宏观经济和地缘政治环境中航行，并准备在下半年采取额外行动以实现2025财年展望。\u003C\u002Fp>\n\u003C\u002Fblockquote>\n\u003Cp>不过，监管风险仍是悬在头顶的达摩克利斯之剑。\u003C\u002Fp>\n\u003Cp>报道指出，公司正等待7月9日与美国司法部的庭审，美国司法部试图阻止HPE对Juniper Networks进行收购。而HPE和Juniper坚持认为双方业务互补，市场上存在多种网络替代方案。\u003C\u002Fp>\n\u003Cp>在AI服务器这个新战场上，HPE正从传统硬件供应商转型为AI基础设施的关键玩家。中东主权客户的订单只是开始，真正的考验在于能否在这轮AI军备竞赛中站稳脚跟。\u003C\u002Fp>\n\u003C\u002Fdiv>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202506-stk\u002FUploadergtixaf3kojm_2025_06_03_22_06_08.jpg","2025-06-04T05:04:33.053","2025.06.04","2025\u002F06\u002F04",31914,[22],"HPE","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]