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12-05 05:33

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。

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