慧与科技盘后跌逾9%,企业盈利预测低于预期

GateNews

金十数据10月16日讯,全球最大计算设备制造商之一的慧与科技(HPE)公布了下一财年的盈利和现金流展望,但低于分析师预期,反映出在人工智能时代利润率承压的现实。公司表示,截至2026年10月的财年,剔除部分项目后,每股盈利将在2.20至2.40美元之间,自由现金流为15亿至20亿美元。分析师平均预期为每股盈利2.41美元,自由现金流24.1亿美元。HPE正押注网络业务作为未来扩张的重要支柱。今年7月,公司以约130亿美元收购瞻博网络。同时,人工智能带动了对高性能服务器的需求增长。然而,HPE正在应对利润率下降的问题,部分原因是使用昂贵的人工智能芯片构建服务器,降低了服务器的利润。

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