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HPE 慧与科技
盘后交易 02-11 18:54:55 EST
23.81
-0.16
-0.67%
盘后
23.65
-0.16
-0.67%
18:15 EST
最高
24.38
最低
23.29
成交量
1,577万
今开
24.23
昨收
23.97
日振幅
4.55%
总市值
317.75亿
流通市值
312.39亿
总股本
13.35亿
成交额
3.74亿
换手率
1.20%
流通股本
13.12亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
慧与科技与2Degrees携手合作 加速新西兰人工智能创新与数据主权建设
美股速递 · 01-27
慧与科技与2Degrees携手合作 加速新西兰人工智能创新与数据主权建设
高盛重新覆盖美股IT硬件与分销板块：力捧戴尔科技、慧与科技等五股 惠普、超微电脑遭唱空
智通财经 · 01-14
高盛重新覆盖美股IT硬件与分销板块：力捧戴尔科技、慧与科技等五股 惠普、超微电脑遭唱空
南丹麦大学携手丹佛斯与慧与科技 打造节能数据中心助力丹麦AI与超算研究
美股速递 · 01-08
南丹麦大学携手丹佛斯与慧与科技 打造节能数据中心助力丹麦AI与超算研究
2025科技商业大事记
艾智Edge · 01-03
2025科技商业大事记
Hcltech收购慧与科技的电信解决方案业务，以进一步增强其面向全球通信服务提供商的工程和人工智能网络方案
美股速递 · 2025-12-18
Hcltech收购慧与科技的电信解决方案业务，以进一步增强其面向全球通信服务提供商的工程和人工智能网络方案
【特约大V】邓声兴：憧憬美减息 港股破二万六
金吾财讯 · 2025-12-08
【特约大V】邓声兴：憧憬美减息 港股破二万六
慧与科技(HPE.US)业绩引发华尔街意见分歧：大摩担忧利润承压，Evercore与小摩维持看涨
智通财经网 · 2025-12-05
慧与科技(HPE.US)业绩引发华尔街意见分歧：大摩担忧利润承压，Evercore与小摩维持看涨
周五关注股票：SoFi、Ulta美容、Docusign、华纳兄弟
投资观察 · 2025-12-05
周五关注股票：SoFi、Ulta美容、Docusign、华纳兄弟
美股异动丨慧与科技夜盘跌超9%，上季AI服务器新订单低于预期
中金财经 · 2025-12-05
美股异动丨慧与科技夜盘跌超9%，上季AI服务器新订单低于预期
AI热潮之下服务器交付延期 慧与科技(HPE.US)业绩失色但AI算力叙事仍然火爆
智通财经网 · 2025-12-05
AI热潮之下服务器交付延期 慧与科技(HPE.US)业绩失色但AI算力叙事仍然火爆
慧与科技第四季度服务器销售意外下滑，本季度营收指引不及预期
老虎资讯综合 · 2025-12-05
慧与科技第四季度服务器销售意外下滑，本季度营收指引不及预期
异动解读 | 慧与科技(HPE)盘后大跌5.94%，因季度营收预测疲软
异动解读 · 2025-12-05
异动解读 | 慧与科技(HPE)盘后大跌5.94%，因季度营收预测疲软
AMD与HPE深化合作开发新一代AI基础设施平台
牛透社 · 2025-12-04
AMD与HPE深化合作开发新一代AI基础设施平台
周四关注的股票：Salesforce、Kroger、Snowflake
投资观察 · 2025-12-04
周四关注的股票：Salesforce、Kroger、Snowflake
AMD(AMD.US)携手慧与科技、博通！三强联合共筑机架级AI算力平台 向“英伟达Blackwell系”宣战
智通财经 · 2025-12-03
AMD(AMD.US)携手慧与科技、博通！三强联合共筑机架级AI算力平台 向“英伟达Blackwell系”宣战
HPE 携博通推出 AMD "Helios" AI 机架，搭载首创纵向扩展以太网
IT之家 · 2025-12-03
HPE 携博通推出 AMD "Helios" AI 机架，搭载首创纵向扩展以太网
AMD宣布与HPE扩大合作，共同推进开放机架级人工智能基础设施发展。
格隆汇 · 2025-12-02
AMD宣布与HPE扩大合作，共同推进开放机架级人工智能基础设施发展。
慧与科技(HPE.US)与英伟达(NVDA.US)深化合作：将在法国建立欧盟首个“AI工厂实验室” 加速企业人工智能落地
智通财经 · 2025-12-01
慧与科技(HPE.US)与英伟达(NVDA.US)深化合作：将在法国建立欧盟首个“AI工厂实验室” 加速企业人工智能落地
慧与科技与英伟达扩大合作，在法国格勒诺布尔推出人工智能工厂实验室
美股速递 · 2025-12-01
慧与科技与英伟达扩大合作，在法国格勒诺布尔推出人工智能工厂实验室
慧与科技 - H3c Holdings签署三项股份购买协议 - SEC申报
美股速递 · 2025-12-01
慧与科技 - H3c Holdings签署三项股份购买协议 - SEC申报
公司概况
公司名称：
慧与科技
所属市场：
NYSE
上市日期：
--
主营业务：
Hewlett Packard Enterprise Company于2015年2月25日在特拉华州成立。该公司是一家全球技术领先企业，专注于开发智能解决方案，使客户能够从边缘到云端无缝地捕获、分析数据并采取行动。该公司通过推动新的商业模式、创造新的客户和员工体验以及提高当今和未来的运营效率来加速业务成果。客户范围从中小型企业到大型全球企业和政府实体。
发行价格：
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23:01","pubTimestamp":1766070073,"startTime":"0","endTime":"0","summary":"Hcltech收购慧与科技的电信解决方案业务，以进一步增强其面向全球通信服务提供商的工程和人工智能网络方案。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0985481810.HKD","LU0306806265.USD","LU0348723411.USD","LU0225771236.USD","LU0321505439.SGD","LU0006061336.USD","BK4515","LU0225284248.USD","BK4585","BK4588","BK4170","LU0306807586.USD","HPE","LU0321505868.SGD"],"gpt_icon":0},{"id":"2589077948","title":"【特约大V】邓声兴：憧憬美减息 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09:50","pubTimestamp":1765158612,"startTime":"0","endTime":"0","summary":"大市全日成交2105亿元。憧憬美减息，港股破二万六。中国平安在中国保险业经营情况整体稳健的背景下，中国平安2025年前三季度业绩表现卓越，归母净利润达1,329亿元人民币，同比增长11.5%，其中第三季度单季增幅更高达45.4%。投资端表现同样出色，非年化综合投资收益率达5.4%，同比上升1.0个百分点。在行业资负两端有望迎来共振改善的预期下，中国平安凭藉其优异的基本面与领先的综合金融模式，正处于长期价值重估的有利位置。目标价$62，止蚀价$55。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971067","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0588545730.USD","LU0648948544.HKD","HK0000306701.USD","IPO","LU0708995583.HKD","LU1051768304.USD","LU0348816934.USD","LU1769817179.HKD","LU2293587155.HKD","LU1993786604.SGD","LU2476274720.SGD","LU1720050803.USD","LU0501845795.SGD","LU0417516571.SGD","02318","HPAD.SI","82318","LU1282649810.SGD","HK0000320264.USD","LU0181495838.USD","LU0328353924.USD","LU0821914370.USD","LU1226287529.USD","HPE","LU0831093199.SGD","IE00BZ08YT58.USD","LU0072462343.USD","LU0359202008.SGD","LU0650527681.SGD","LU0791590937.USD","LU2153592121.USD","LU0588545904.SGD","LU0359201885.HKD","LU0348788117.USD","LU0164872284.USD","BK4515","PNGAY","LU0315179316.USD","LU1105468828.SGD","LU0594300419.USD","SG9999002828.SGD","03145","LU0225284248.USD","LU0054450605.USD","LU0235996351.USD","LU0630378429.USD","LU1880383440.USD","LU0084288322.USD"],"gpt_icon":1},{"id":"2589813901","title":"慧与科技(HPE.US)业绩引发华尔街意见分歧：大摩担忧利润承压，Evercore与小摩维持看涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2589813901","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589813901?lang=zh_cn&edition=full","pubTime":"2025-12-05 22:28","pubTimestamp":1764944915,"startTime":"0","endTime":"0","summary":"周五，慧与科技因公布喜忧参半的第四季度业绩与指引，再度成为市场焦点。他预计2026财年公司利润率将承受更多压力。HPE本季度服务器业务不及预期，主要来自AI服务器交付延迟以及美国政府订单疲软影响。HPE预计这些延迟将转化为下一财季的收入，但同时公司仍给出一个更依赖下半年拉动的全年指引，并暗示部分主权及企业客户的AI建设需求可能延后至2027财年。Chatterjee维持“跑赢大市”评级，并给予30美元目标价。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1378416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU0557290698.USD","LU2089284900.SGD","LU2237443465.HKD","LU1791710400.SGD","IE00BKDWB100.SGD","LU0211331839.USD","LU0942090050.USD","LU0048584097.USD","EVR","LU0314104364.USD","LU0149725797.USD","LU1074936037.SGD","LU1244550494.USD","LU1116320737.USD","LU1032466523.USD","IE00BJTD4V19.USD","IE000M9KFDE8.USD","LU0310799852.SGD","LU1363072403.SGD","LU0211326755.USD","LU1670628061.USD","LU2023250330.USD","LU2552382215.SGD","LU0211328371.USD","LU2236285917.USD","LU0985481810.HKD","LU2430703095.HKD","LU0225284248.USD","LU0006061336.USD","LU1548497426.USD","LU0070302665.USD","LU2237443622.USD","LU1894683348.USD","LU0321505868.SGD","LU2023250843.SGD","BK4585","BK4534","LU1732800096.USD","LU2430703178.SGD","LU1720051017.SGD","BK4588","IE00BN8TJ469.HKD","LU0417517546.SGD","LU0320765646.SGD","LU2106854487.HKD","LU2237443549.SGD","LU0528227936.USD","LU1629891620.HKD","HPE","BK4533"],"gpt_icon":0},{"id":"1138006499","title":"周五关注股票：SoFi、Ulta美容、Docusign、华纳兄弟","url":"https://stock-news.laohu8.com/highlight/detail?id=1138006499","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1138006499?lang=zh_cn&edition=full","pubTime":"2025-12-05 17:37","pubTimestamp":1764927458,"startTime":"0","endTime":"0","summary":"股价在盘前交易中上涨超过 3%。Meta Platforms：Facebook 的母公司计划将支出转向人工智能可穿戴设备，《华尔街日报》报道。周四，股价在彭博社报道 Meta 计划削减其“元宇宙”团队开支后迅速反弹。Docusign：该数字文件签署公司在季度业绩超出预期后，提升了年度销售展望，得益于订阅增长。该项内容为《华尔街日报》直播报道的一部分。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1914381329.SGD","BK4585","LU1116320901.HKD","LU0823434740.USD","LU2430703178.SGD","LU1814569148.SGD","LU1935042991.SGD","LU0417517546.SGD","LU2471134952.CNY","LU1974910355.USD","IE00B19Z9505.USD","LU0203345920.USD","LU0321505868.SGD","LU1697837992.HKD","GB00B4QBRK32.GBP","LU1084165304.USD","LU0795875086.SGD","LU2242649171.HKD","IE00BKPKM429.USD","LU0553294199.USD","LU1582986433.USD","IE0002270589.USD","LU1206713676.USD","LU2023251221.USD","LU0211328371.USD","LU1551013342.USD","LU0080751232.USD","LU1242518931.SGD","LU1839511570.USD","IE00B19Z8W00.USD","LU1571399168.USD","LU2242650005.HKD","BK4571","IE0009356076.USD","BK4200","LU0225284248.USD","LU0225283273.USD","LU2756315664.SGD","LU0942090050.USD","LU0640476718.USD","IE00BMPRXR70.SGD","LU0320765059.SGD","LU1244550577.SGD","LU1564329461.SGD","LU2213496289.HKD","LU0912757837.SGD","LU0786609619.USD","LU0477156953.USD","LU0985481810.HKD","LU0310799852.SGD","LU2750360641.GBP","LU0345770308.USD","LU2286300806.USD","LU1989764664.SGD","LU0965508806.USD","SG9999018865.SGD","LU0057025933.USD","LU2092627202.USD","LU1280957306.USD","BK4581","BK4549","IE000W1ABFV2.USD","LU2896262040.SGD","LU0077335932.USD","IE00BN29S564.USD","LU2860962120.EUR","LU2168563687.JPY","LU1670710588.SGD","SGXZ51526630.SGD","IE00B19Z3581.USD","LU2592432038.USD","LU0251132253.USD","LU1582987597.SGD","IE00B4JS1V06.HKD","LU1564329032.USD","LU2322448957.HKD","LU0289739343.SGD","IE00BZ1G4Q59.USD","LU0124676726.USD","LU0314104364.USD","LU0820561818.USD","SG9999014906.USD","LU1992135472.HKD","LU1917777945.USD","LU1035775433.USD","LU0354030511.USD","LU1242518857.USD","LU2552382058.USD","LU1815336760.USD","LU2458330169.SGD","LU0069063385.USD","LU0949170772.SGD","IE00BWXC8680.SGD","LU2065170008.USD","LU0985320562.USD","BK4505","LU1119994496.HKD","LU0868494617.USD","LU2237957902.USD","LU0861579265.USD","SG9999014542.SGD","LU1232071149.USD","LU1934455277.USD","LU1066051811.HKD","LU0345769128.USD","BK4527","IE00B7SZLL34.SGD","DOCU","IE00BJTD4V19.USD","LU0203201768.USD","LU0708995401.HKD","LU1074936037.SGD","LU0868494708.USD","LU0528227936.USD","HPE","IE00B3SWFQ91.USD","LU0719512351.SGD","LU2272731865.HKD","LU2237443382.USD","AAPL","LU2471134879.HKD","BK4166","NFLX","LU0466842654.USD","LU2764263039.SGD","LU1506573853.SGD","SG9999015986.USD","LU1720051108.HKD","LU0444971666.USD","LU0345768153.USD","LU0056508442.USD","LU2543165471.USD","LU0345768740.USD","LU2404859741.USD","LU2362541513.USD","LU1670711123.USD","BK4592","IE00BSNM7G36.USD","IE00BJJMRX11.SGD","LU1206712785.SGD","SG9999014559.SGD","LU1778281490.HKD","LU0149725797.USD","LU2089283258.USD","LU0784383803.USD","LU0234572021.USD","LU1670710661.SGD","LU1127390331.HKD","LU2360106780.USD","GB00BDT5M118.USD","IE000ITXATA3.USD","LU2430703251.USD","IE0005OL40V9.USD","BK4579","LU1868837300.USD","LU0157215616.USD","LU2265009873.SGD","LU0690374615.EUR","LU2237443549.SGD","LU0494093205.USD","BK4573","BK4077","LU0106261372.USD","BK4574","LU0965509101.SGD","LU1868837136.USD","SG9999014575.USD","LU1153585028.USD","HK0000320223.HKD","LU0820561909.HKD","LU2247934214.USD","BK4543","SG9999014880.SGD","LU0308772762.SGD","LU1037948897.HKD","IE00B1XK9C88.USD","IE00BJTD4N35.SGD","LU2430703095.HKD","LU0889565833.HKD","LU2133065610.SGD","LU0661504455.SGD","LU2237443895.HKD","LU0726765562.USD","LU0276348264.USD","SG9999015952.SGD","IE00B1BXHZ80.USD","IE0004445239.USD","LU0306806265.USD","LU0006306889.USD","BK4576","LU0203347892.USD","LU1699723380.USD","LU1670628061.USD","IE00B4YYXB79.USD","SG9999000418.SGD","LU2471134796.USD","LU0079474960.USD","IE0001KFT4U8.USD","IE0004091025.USD","LU2746668974.SGD","LU0511384066.AUD","LU1489326972.SGD","LU1989772923.USD","LU2023250330.USD","LU1066051225.USD","BK4512","IE00B3S45H60.SGD","LU2087621335.USD","LU0353189763.USD","LU1935042215.USD","LU1496350171.SGD","LU2106854487.HKD","LU1291159041.SGD","IE000KEQY171.SGD","LU1989772840.SGD","LU2487616109.SGD","LU0348723411.USD","LU1988902786.USD","LU0784385170.HKD","LU2473716301.USD","LU1582986359.USD","LU1935042488.USD","LU2456880835.USD","BK4588","LU1791710400.SGD","LU1066053197.SGD","LU0130102774.USD","LU0211327993.USD","LU1366333091.USD","LU0689472784.USD","LU0795875169.SGD","LU1674673691.USD","LU2108987350.USD","BK4553","LU0965509010.AUD","LU0068578508.USD","LU2168564065.EUR","LU0683600562.USD","LU2089284900.SGD","LU2458330243.SGD","LU0289961442.SGD","LU1267930490.SGD","LU0061474960.USD","IE0004445015.USD","BK4125","LU2097829019.USD","LU2420271590.USD","LU0158827948.USD","LU0198837287.USD","LU1868836914.USD","SG9999001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09:57","pubTimestamp":1764899869,"startTime":"0","endTime":"0","summary":"慧与科技(HPE.US)夜盘跌超9%，报20.83美元。消息面上，慧与科技公布第四财季业绩，营收同比增长14%至96.8亿美元，低于分析师预期的99亿美元；调整后每股盈利0.62美元，则高于分析师预期的0.58美元。公司录得20亿美元AI服务器新订单，低于预期。该公司预期截至明年1月的季度营收将介乎90亿至94亿美元，调整后每股盈利将介乎0.57至0.61美元，分析师平均预期分别为98.8亿美元和0.53美元。(格隆汇)","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251205/31846268.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4170","LU0321505439.SGD","BK4588","LU0348723411.USD","LU0985481810.HKD","HPE","LU0225284248.USD","LU0306806265.USD","LU0306807586.USD","LU0006061336.USD","LU0321505868.SGD","BK4515","LU0225771236.USD","BK4585"],"gpt_icon":0},{"id":"2589855519","title":"AI热潮之下服务器交付延期 慧与科技(HPE.US)业绩失色但AI算力叙事仍然火爆","url":"https://stock-news.laohu8.com/highlight/detail?id=2589855519","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589855519?lang=zh_cn&edition=full","pubTime":"2025-12-05 07:29","pubTimestamp":1764890974,"startTime":"0","endTime":"0","summary":"慧与科技业绩展望不及市场预期，却在AMD＋博通加持下押注下一轮算力需求大爆发。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20251205/20251205073708_36392.png?x-oss-process=image/format,jpg/quality,q_60","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251205/20251205073708_36392.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1377956.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU0306807586.USD","BK4170","BK4515","LU0225284248.USD","HPE","LU0306806265.USD","LU0321505439.SGD","LU0225771236.USD","BK4588","LU0006061336.USD","LU0321505868.SGD","BK4585","LU0348723411.USD","LU0985481810.HKD"],"gpt_icon":0},{"id":"1123980278","title":"慧与科技第四季度服务器销售意外下滑，本季度营收指引不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1123980278","media":"老虎资讯综合","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1123980278?lang=zh_cn&edition=full","pubTime":"2025-12-05 05:48","pubTimestamp":1764884906,"startTime":"0","endTime":"0","summary":"此前该公司公布了第四季度业绩，并给出了与华尔街预期喜忧参半的业绩指引。截至10月31日的季度，经调整后每股收益为0.62美元，营收同比增长14%至96.8亿美元。受人工智能支出推动，其服务器业务营收意外下滑4.6%至44.6亿美元，低于此前预期的46.6亿美元。展望未来，慧与科技预计第一财季经调整后的每股收益将在0.57美元至0.61美元之间，高于此前0.53美元的预期。销售额预计在90亿美元至94亿美元之间，远低于此前98.7亿美元的预期。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"267621483ce1eae2ac8a37e593f827c7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"慧与科技第四季度服务器销售意外下滑，本季度营收指引不及预期","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HPE"],"gpt_icon":1},{"id":"1105384844","title":"异动解读 | 慧与科技(HPE)盘后大跌5.94%，因季度营收预测疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=1105384844","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1105384844?lang=zh_cn&edition=full","pubTime":"2025-12-05 05:33","pubTimestamp":1764883983,"startTime":"0","endTime":"0","summary":"慧与科技(HPE)今日盘后股价大幅下跌5.94%，引发市场关注。此次下跌直接源于公司发布的季度营收预警。HPE预计第一季度营收为90亿至94亿美元，低于分析师平均预期的99亿美元。公司表示，经济不确定性导致企业客户缩减支出，尤其在服务器硬件领域，其第四季度服务器收入已同比下降5%。行业分析指出，尽管企业持续投资人工智能，但成本优化压力仍对传统硬件供应商如HPE和戴尔科技(DELL)造成冲击，进一步加剧了业绩压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"267621483ce1eae2ac8a37e593f827c7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["HPE"],"gpt_icon":0},{"id":"2588688909","title":"AMD与HPE深化合作开发新一代AI基础设施平台","url":"https://stock-news.laohu8.com/highlight/detail?id=2588688909","media":"牛透社","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588688909?lang=zh_cn&edition=full","pubTime":"2025-12-04 19:21","pubTimestamp":1764847260,"startTime":"0","endTime":"0","summary":"牛透社 2025 年 12 月 4 日消息，AMD 与惠普企业公司 (HPE) 达成战略合作，旨在共同加速开发新一代开放式、可扩展的人工智能基础设施。合作规划包括以 AMD 专为大规模 AI 工作负载设计的 “Helios” 架构为基础展开合作，HPE 将成为首批采用该架构的系统供应商，并整合其与博通联合开发的定制化 Juniper 网络交换机。AMD 提供高性能计算与 AI 基础设施技术；HPE 在高性能计算领域持续发挥关键作用。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204200115978fd8d2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:56","pubTimestamp":1764842218,"startTime":"0","endTime":"0","summary":"Salesforce ：该软件公司的股票在盘后交易中上涨了5%，因其提高了全年的指引，并表示其人工智能产品正在获得关注。Snowflake ：该云软件公司的股票在盘后交易中大幅下跌，因其公布了缩小的季度亏损，并报告了对其人工智能代理的需求增长。该公司还与Anthropic达成了一项价值2亿美元的交易。Kroger 、Dollar General ：超市连锁商和折扣零售商即将公布业绩。Kroger在九月份表示，因消费者支出减少，该公司正在承受更高的成本。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0d78e615834b0f06c798345e62a813e4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4547","LU0820561818.USD","LU1989763427.SGD","BK4503","LU0354030511.USD","LU1988902786.USD","LU1201861249.SGD","LU2286300806.USD","LU0238689110.USD","LU2250418816.HKD","LU0943347566.SGD","LU0109392836.USD","BK4554","BK4608","LU0106261372.USD","LU0048573561.USD","LU0289739343.SGD","IE00BQXX3F31.USD","LU2461242641.AUD","LU1551013342.USD","LU1823568750.SGD","LU2361044865.SGD","LU1496350502.SGD","LU0642271901.SGD","LU1316542783.SGD","BK4607","LU1548497426.USD","LU2247934214.USD","BK4561","LU1267930490.SGD","BK4505","LU0057025933.USD","LU1235294995.USD","LU1861559042.SGD","IE00BKVL7J92.USD","DG","LU0081259029.USD","LU0267386448.USD","BK4579","LU0348723411.USD","LU0980610538.SGD","LU1989764664.SGD","LU0310799852.SGD","LU1496350171.SGD","LU0306807586.USD","LU1989763690.USD","LU2290526834.HKD","LU0985481810.HKD","LU1585245621.USD","LU1791710582.SGD","LU1430594728.SGD","LU0312595415.SGD","LU0648001328.SGD","LU1814569148.SGD","LU1551013425.SGD","LU0792757196.USD","BK4548","LU2244417387.USD","LU0127658192.USD","BK4528","LU0477156953.USD","LU0528227936.USD","LU1791710400.SGD","BK4535","LU0225771236.USD","LU2236285917.USD","LU1366333091.USD","BK4534","LU2458330169.SGD","LU0056508442.USD","LU0511384066.AUD","LU1804176565.USD","LU2756315664.SGD","LU0082616367.USD","LU0557290698.USD","LU0472753341.HKD","LU0069063385.USD","LU0689626769.HKD","BK4550","IE00BQXX3D17.EUR","BK4504","LU0124676726.USD","LU1064131342.USD","LU0820561909.HKD","LU1720051017.SGD","LU1803068979.SGD","PATH","LU0225284248.USD","BK4613","LU0742534661.SGD","LU0689472784.USD","BK4532","HPE","IE00B19Z9505.USD","CRM","SNOW","BK4097","BK4539","LU2458330243.SGD","LU1989764748.USD","LU1720051108.HKD","LU1861220033.SGD","LU0302445910.USD","LU0157215616.USD","LU0130102774.USD","BK4604","LU2275660780.HKD","BK4585","BK4116","BK4527","BK4113","LU0889566641.SGD","KR","IE00BJTD4V19.USD","LU0251131958.USD","LU0719512351.SGD","BK4515","BK4588","LU0345770993.USD","LU2361045086.USD","BK4567","LU0353189763.USD","LU0251142724.SGD","BK4023","BK4170","BK4581","LU1267930813.SGD","LU0289961442.SGD","LU1951200564.SGD","IE00BJTD4N35.SGD","LU0820562030.AUD","BK4155","LU0321505439.SGD","LU2360106780.USD","LU2756315318.SGD","LU0306806265.USD","LU0234572021.USD","LU0130517989.USD","IE00BQXX3C00.GBP","LU1861558580.USD","BK4114","LU0345770308.USD","LU0889565833.HKD","BK4598","IE00BZ1G4Q59.USD","LU2357305700.SGD","LU0234570918.USD","LU0354030438.USD","IE00B19Z8W00.USD","IE00B19Z8X17.USD","BK4551","LU1923623000.USD","LU0353189680.USD","BK4559","LU2265009873.SGD","LU0211328371.USD","LU1046421795.USD","BK4543","LU1852331112.SGD","BK4533","LU0006061336.USD","LU0198837287.USD","LU1861215975.USD","LU2087625088.SGD","LU0187121727.USD","LU2360107168.USD","BK4538","LU0006306889.USD","LU1951198990.SGD","LU2361044949.HKD","LU0321505868.SGD","LU0211327993.USD","LU2264538146.SGD"],"gpt_icon":0},{"id":"2588182990","title":"AMD(AMD.US)携手慧与科技、博通！三强联合共筑机架级AI算力平台 向“英伟达Blackwell系”宣战","url":"https://stock-news.laohu8.com/highlight/detail?id=2588182990","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588182990?lang=zh_cn&edition=full","pubTime":"2025-12-03 14:58","pubTimestamp":1764745113,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，英伟达在PC与数据中心芯片领域的最强劲竞争对手AMD，近期全面扩大与聚焦AI基础设施和混合云平台的慧与科技的合作规模，旨在为高性能计算集群以及大型AI数据中心构建开放式且机架级人工智能算力基础设施，并力争加速推动全球“主权AI”研究进展。该大型人工智能算力系统旨在简化更大规模AI 算力基础设施集群的部署，以及提供英伟达Blackwell系之外的更具性价比与能效比的AMD 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