得益于市场对其人工智能(AI)服务器的强劲需求，戴尔科技(DELL.US)发布了远超华尔街预期的财务展望，推动其股价在盘后 交易中一度大幅上涨逾13%。 基于强劲的AI需求，戴尔对2027财年给出了乐观的整体预测：预计全年营收将在1380亿至1420亿美元之间，远高于分析师预 测的1255.4亿美元;调整后每股收益预计为12.90美元，同样高于预期的11.59美元。与此同时，公司宣布将现金股息提高20%， 并额外授权100亿美元的股票回购计划。 最新发布的第四季度财报已经展现了AI业务的强大驱动力。财报显示，戴尔第四季度总营收同比增长39%，达到创纪录的334 亿美元，超出市场预期的317.3亿美元。调整后每股收益为3.89美元，也高于预期的3.53美元。其中，包含服务器、存储和软 件在内的基础设施解决方案集团(ISG)营收飙升73%，达到196亿美元。而涵盖个人电脑(PC)的客户解决方案集团(CSG)营收增 长14%，至134.9亿美元。 戴尔表示，其AI服务器客户已超过4000家，包括埃隆.马斯克的AI初创公司xAI以及CoreWeave(CRWV.US)等。目前，包括谷 歌(GOOGL.US)、微软(M ...

智通财经APP获悉，得益于市场对其人工智能(AI)服务器的强劲需求，戴尔科技(DELL.US)发布了远超华尔街预期的财务展 望，推动其股价在盘后交易中一度大幅上涨逾13%。 公司周四发布的声明显示，戴尔预计在截至2027年1月的当前财年(2027财年)中，AI服务器收入将达到约500亿美元，同比增 幅高达103%。公司首席运营官Jeff Clarke表示："AI带来的机遇正在重塑我们的公司。"他透露，戴尔进入新财年时，"创纪录 的积压订单高达430亿美元，这有力地证明了我们的工程领导力和差异化的AI解决方案正在赢得市场。" 基于强劲的AI需求，戴尔对2027财年给出了乐观的整体预测：预计全年营收将在1380亿至1420亿美元之间，远高于分析师预 测的1255.4亿美元;调整后每股收益预计为12.90美元，同样高于预期的11.59美元。与此同时，公司宣布将现金股息提高20%， 并额外授权100亿美元的股票回购计划。 最新发布的第四季度财报已经展现了AI业务的强大驱动力。财报显示，戴尔第四季度总营收同比增长39%，达到创纪录的334 亿美元，超出市场预期的317.3亿美元。调整后每股收益为3.89美元，也高于预期 ...

Core Viewpoint - The company, a maker of servers and PCs, is increasing its dividend by 20% [1] Group 1 - The company is enhancing shareholder returns through a significant dividend increase [1]

Group 1: Market Performance - On February 26, US stock indices closed mixed, with the Nasdaq down 1.18%, S&P 500 down 0.54%, and Dow Jones up 0.03% [2] - Major tech stocks mostly declined, with Nvidia dropping over 5%, marking its largest single-day decline since April 16 of the previous year, resulting in a market value loss of $259.3 billion (approximately 1773.9 billion RMB) [2] Group 2: Nvidia Analysis - Analysts noted that despite Nvidia's revenue, net profit, and guidance exceeding expectations, investors did not exhibit excessive enthusiasm due to concerns about the company's diminishing competitive edge in an evolving computing landscape [4] - There are worries regarding Nvidia's ability to maintain its impressive growth rate as core customers, particularly large-scale cloud service providers, are consuming most of their cash flow through AI-related capital expenditures [4][5] Group 3: Dell Technologies Performance - Dell Technologies reported a total net revenue of $33.38 billion for Q4, surpassing analyst expectations of $31.74 billion [5] - The company’s AI server shipments reached $9.5 billion in Q4, with a backlog of AI orders amounting to $43 billion [5] - Dell raised its annual stock dividend by 20% and expanded its stock buyback program by $10 billion, projecting revenues of $138 billion to $142 billion for FY2027, exceeding analyst expectations [5] Group 4: Other Market Movements - Intel fell over 3%, Tesla dropped more than 2%, and Google and Amazon declined over 1%, while Netflix rose over 2% and Microsoft and Meta saw slight increases [5] - The quantum computing sector saw significant gains, with IonQ Inc rising over 21% and Rigetti Computing increasing over 5% [5] Group 5: Commodities - Brent and New York crude oil prices experienced a sharp increase during trading [8] - Spot gold prices rose, while spot silver fell by over 1% [9]

还有分析师表示，"市场目前正处于与广泛的AI担忧抗争的阶段。令投资者深感不安的是，既然核心客 户——这些超大规模云服务商——正在通过AI相关的资本支出消耗掉大部分现金流，英伟达未来该如 何维持其惊人的增长率？" 英特尔跌逾3%，特斯拉跌超2%，谷歌、亚马逊跌超1%，苹果小幅下跌；奈飞涨超2%，微软、Meta小 幅上涨。美股量子计算板块普涨，IonQ Inc涨超21%，Rigetti Computing涨超5%，Arqit Quantum涨超 3%，SEALSQ Corp、D-Wave Quantum涨超2%。 戴尔科技财年四季度总体净营收333.8亿美元，分析师预期317.4亿美元；四季度基础设施解决方案集团 经营户艘196亿美元；四季度AI服务器发货95亿美元，分析师预期94.4亿美元；四季度AI订单积压430亿 美元，AI订单341亿美元；四季度经过AI优化之后的服务器营收90亿美元。公司将年度股票分红提高 20%，将股票回购规模扩大100亿美元。公司预计2027财年营收1380亿~1420亿美元，分析师预期1262.8 亿美元；预计2027财年经AI优化的服务器营收将达到约500亿美元；预计一季度营收3 ...

值得注意的是，戴尔科技的AI业务正处于加速放量阶段。从季度AI服务器出货额来看，当季95亿美元 的发货规模意味着AI产品交付节奏正在提速，而430亿美元的订单积压则为后续业绩增长提供了充足的 能见度。在全球科技巨头持续加码AI基础设施投资的背景下，英伟达同期公布的2026财年第四财季营 收达681亿美元、同比增长73%，同样印证了AI算力需求的强劲态势。作为AI服务器领域的重要供应 商，戴尔科技正成为这一轮算力扩张浪潮的核心受益者之一。 2月27日，戴尔科技公布截至2026年1月30日的2026财年第四季度及全年业绩，多项核心指标创下历史新 高，同时宣布加大股东回报力度——年度现金股息上调20%，并新增100亿美元股票回购授权。 财报显示，戴尔科技第四季度实现净营收333.8亿美元，大幅超出此前317.4亿美元的预期水平。其中， 基础设施解决方案集团贡献营收196亿美元，AI相关业务表现尤为突出：当季AI服务器发货额达95亿美 元，经AI优化的服务器营收为90亿美元，AI订单录得341亿美元，订单积压规模攀升至430亿美元的历 史高位。 从全年维度看，戴尔科技2026财年营收达到1135亿美元，同比增长19% ...

Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchDavid Kennedy - ExecutiveErik Woodring - Managing Director, Head of U.S. Technology Hardware ResearchJeff Clarke - Vice Chairman and Chief Operating OfficerPaul Frantz - Head of Investor RelationsConference Call ParticipantsAaron Rakers - Managing Director, Senior Equity AnalystAsiya Merchant - Direct ...

Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchDavid Kennedy - ExecutiveErik Woodring - Managing Director, Head of U.S. Technology Hardware ResearchJeff Clarke - Vice Chairman and Chief Operating OfficerPaul Frantz - Head of Investor RelationsConference Call ParticipantsAaron Rakers - Managing Director, Senior Equity AnalystAsiya Merchant - Direct ...

Dell Technologies (NYSE:DELL) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Speaker11Good afternoon. Welcome to the fiscal year 2026 4th quarter financial results conference call for Dell Technologies Inc. I'd like to inform all participants this call is recorded at the request of Dell Technologies. This broadcast is the copyrighted property of Dell Technologies Inc. Any rebroadcast of this information in whole or part without the prior written permission of Dell Technologies is prohibited. Following ...

戴尔股价涨幅扩大，盘后交易中最新报每股137美元，上涨12.8% 。 来源：滚动播报 ...