行情直击09-03 22:08
9月3日，戴尔盘中上涨3.23%，报507.86美元/股，成交额20.55亿美元，延续财报发布后的强势表现。
消息面上，公司此前公布第二财季业绩，营收469.71亿美元，同比增长58%，超出市场预期的约449亿美元；非GAAP每股收益7.04美元，同比增长203%，超预期幅度达43%。AI优化服务器营收达164亿美元，同比翻倍，积压订单高达950亿美元。公司将全年营收指引从约1670亿美元大幅上调至1920亿美元，远超市场预期的约1740亿美元；全年非GAAP每股收益指引上调至25.50美元，显著高于预期的19.10美元。此外，管理层在电话会上强调供应链瓶颈集中在DRAM与NAND，全年运营费用率约8%创42年历史新低。美银将目标价上调至600美元，高盛上调至570美元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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