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中概股盘前普跌;Q2数据中心销售额不及预期,英伟达跌近2%;丰田7月全球销量创历史同月最高纪录【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-08-28 10:58
每经记者|岳楚鹏 每经编辑|何小桃 兰素英 ①【三大期指涨跌不一】截至发稿,道指期货涨0.23%,标普500指数期货涨0.08%,纳指期货跌0.03%。 ②【中概股普跌】中概股盘前普跌,阿里巴巴跌2.07%,拼多多跌0.31%,京东跌3.24%,小鹏汽车跌4%。 ③【Q2数据中心销售额不及预期,英伟达跌近2%】当地时间8月27日,英伟达Q2财报显示,英伟达实现总营收467.43亿美元,同比增长56%,略高于分析 师预期的462.3亿美元;净利润264.22亿美元,同比增长59%;调整后每股收益1.05美元,超过市场预期的1.01美元。作为英伟达最核心的业务板块,数据 中心业务Q2贡献营收411亿美元,同比增长56.4%,但略低于分析师预期的412.9亿美元。截至发稿,英伟达下跌1.88%。 ④【Q2营收下滑,理想汽车跌超4%】北京时间8月28日,理想汽车Q2财报显示,营收为302亿元人民币,同比下降4.5%,预估为324.7亿元人民币。归属 股东的调整后净利润为14.6亿元人民币,同比下降2.7%,预估为15.9亿元人民币。截至发稿,理想汽车下跌4.07%。 ⑤【巴菲特增持三菱商事等日企】 当地时间8月28日 ...
戴尔(DELL.US)绩前获大摩上调目标价:AI计算领域的领先OEM
智通财经网· 2025-08-28 07:09
大摩分析师称:"我们依然看好戴尔公司的长期发展态势——该公司在人工智能计算领域是当之无愧的 领先原始设备制造商,并且正与主要客户 xAI 和 CRVV 加强合作,从而不断扩大市场份额,同时在企 业存储市场也重新开始取得增长,其传统服务器业务表现尚可,而且公司正在实施一项覆盖全公司的成 本效率计划,我们预计该计划将在未来三年内推动每股收益增长 10%以上(而管理层设定的目标为 8%以 上)。戴尔的股价有望进一步上涨,并且每股收益也有望得到上调。不过,鉴于戴尔目前的估值溢价, 我们认为在接下来的 12 个月内,戴尔相对于慧与科技(HPE.US)的上涨空间有限(除非我们确信戴尔存储 业务能够成为长期增长引擎(借助人工智能的附加优势),这一点已纳入我们目标价196 美元的牛市情景 中)。戴尔将于 10 月 7 日举行分析师日活动,这将是继第二季度财报之后的下一个重大催化剂。" 据大摩称,戴尔是人工智能计算领域的领先原始设备制造商(OEM),其市场份额正随着主要客户xAI和 CRVV合作而稳步增长。此外还有其他一些有利因素推动着该股票的表现,这就是该行看好其长期前景 的原因所在。 智通财经APP获悉,近日,摩根士丹利分 ...
短期优势时代:不懂“脉动速度”,投资如同盲人骑快马
Sou Hu Cai Jing· 2025-08-27 03:42
当戴尔电脑在20世纪90年代实现股价269倍增长时,英特尔和微软正垄断着计算机行业的核心技术;当硅图公司(Silicon Graphics)因供应链失控从45美元 股价崩盘至13美元时,它仍是三维图形技术的全球霸主;当默克制药在生物技术革命中坚持垂直整合时,华尔街正疯狂押注新兴生物科技公司——这些看似 矛盾的商业现象背后,隐藏着当今投资世界最残酷的真相: 技术护城河正在失效,供应链已成为企业生死存亡的DNA,而决定其价值的核心指标,叫做"脉动速度"。 1.戴尔谜题:零专利企业的269倍增长奇迹 1998年,戴尔电脑的股价比90年代初暴涨了269倍,把英特尔、微软这些"技术大佬"都甩在身后。这简直是个商业奇迹——戴尔自己既不造芯片(依赖英特 尔),也不做操作系统(靠微软),还天天被懂行的消费者比价,周围全是IBM、惠普这样的巨头对手。它靠什么赢?其制胜法宝正是"供应链设计": ·零成品库存:订单直达工厂,24小时组装发货 ·零分销层级:砍掉经销商,直连终端客户 2. 硅图惨案:技术巨头的链式崩溃 1995年的硅图公司如日中天:年赚20亿美金,股价冲上45美元,连《侏罗纪公园》的恐龙都是它"画"出来的。这家拥有顶 ...
戴尔科技 AI 服务器销量强劲增长
美股研究社· 2025-08-26 12:58
戴尔科技公司 ( NYSE: DELL )将于2025年8月28日盘后 公布 2026年第二季度业绩, 分析师预期 将接近指引区间的上限。 过去90天,分 析师已将每股收益上调13倍,下调3倍,这表明市场对戴尔业绩的预期很高。 | Dell Technologies q2'25 Estimates | Del Monte | Consensus | Guidance | | --- | --- | --- | --- | | Revenue | 29,199 | 29,192 | 29.000 | | Adjusted EPS | 2.30 તર | 2.29 | 2.25 | 鉴于市场对人工智能基础设施(尤其是企业采用)的乐观态度,分析师对戴尔股票给予买入评级,目标价为每股 153 美元,相当于 eFY28 EV/aEBITDA 的 9.36 倍。 2026年第二季度收益值得关注的是: 除了人工智能优化的基础设施增长外,随着客户整合和现代化数据中心,戴尔的传统服务器业务也实现了两位数增长。鉴于戴尔现有客户群中 有大量14代及更老的服务器,戴尔或将迎来其16代和17代服务器的强劲更新换代机会。 【如需和我们交 ...
Dell Earnings Preview: Fiscal Q2 2026
Seeking Alpha· 2025-08-26 06:55
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 80 percent of the Fortune Glo ...
Dell Technologies Picks Up Steam In AI Server Sales
Seeking Alpha· 2025-08-25 19:55
Dell Technologies Inc. (NYSE: DELL ) is set to report Q2 ’26 earnings on August 28, 2025 after the market close, with positive analyst expectations towards the upper end of the guidance range. AnalystsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, I ...
Wall Street's Insights Into Key Metrics Ahead of Dell Technologies (DELL) Q2 Earnings
ZACKS· 2025-08-25 14:16
The upcoming report from Dell Technologies (DELL) is expected to reveal quarterly earnings of $2.31 per share, indicating an increase of 22.2% compared to the year-ago period. Analysts forecast revenues of $29.32 billion, representing an increase of 17.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead o ...
Dell Technologies: Attractive Valuations Heading Into Q2 Earnings
Seeking Alpha· 2025-08-25 13:48
Dear Reader,I am Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am stock market enthusiast. My core passion lies in understanding how m ...
金价涨!油价涨!
Sou Hu Cai Jing· 2025-08-25 06:10
上周前几个交易日美股市场行情低迷,大型科技股遭到市场抛售,但周五美联储主席鲍威尔发表重磅讲话,暗示美联储 对降息持开放态度,市场对9月降息的预期升温,美股大幅反弹。从全周来看,道指涨1.53%,标普500指数涨0.26%,纳 指跌0.58%。 上周国际油价显著上涨 本周,英伟达将公布最新财报,其业绩指引将成为市场关注焦点。此外,惠普、迈威尔科技、戴尔科技等科技企业也都 将在本周公布最新的财报。分析认为,这些公司的财报或将成为目前人工智能产业行情的重要观察窗口,或将对美股科 技板块行情造成影响。 贵金属期货方面,部分投资者在金价连续下跌后逢低买入,市场对美联储降息预期升温,美元走软支撑金价,上周国际 金价涨幅超1%。 本周市场重点关注美国7月PCE价格指数 本周五,美国将公布美联储关注的关键通胀指标——7月个人消费支出价格指数,也就是PCE价格指数。经济学家普遍预 计,美国7月核心PCE指数环比涨幅将保持在0.3%不变,同比涨幅小幅反弹至2.9%。分析认为,本周公布的这份通胀数据 可能不会成为美联储9月降息的阻碍,但高于预期的通胀数据将会打压9月之后的降息预期。花旗集团分析认为,关税政 策对美国消费价格的冲击比 ...
Dell Technologies vs. Apple: Which PC Maker Stock is a Better Buy?
ZACKS· 2025-08-22 18:21
Core Viewpoint - The personal computer (PC) market is projected to grow by 4.1% year-over-year in 2025, with global shipments expected to reach 274 million units, driven by demand for AI-powered PCs and the transition to Microsoft Windows 11, although U.S. tariffs and macroeconomic challenges may negatively impact shipments in the latter half of 2025 [1] Dell Technologies - Dell Technologies is experiencing strong demand for commercial PCs, with Client Solutions Group (CSG) revenues reaching $12.5 billion in Q1 fiscal 2026, a 5% increase year-over-year, and commercial client revenues rising 9% to $11.04 billion [2][5] - The company has a broad portfolio of AI-capable PCs, including new Dell Pro Max notebooks and desktops equipped with advanced processors and GPUs, and is collaborating with partners like Meta Platforms and Microsoft [3] - Despite commercial growth, Dell's consumer business is struggling, with revenues declining 19% due to competition from Lenovo and HP, resulting in a market share drop to 9.8% [4] - Dell's second-quarter shipment grew 3% year-over-year to 9.8 million units, but it still lagged behind HP and Lenovo [4] - The Zacks Consensus Estimate for Dell's fiscal 2026 earnings is $9.47 per share, indicating a 16.3% increase over fiscal 2025 [11] Apple - Apple's Mac business is benefiting from strong demand for its M4 chip series, with new products like the MacBook Air and Mac Studio enhancing its portfolio [6] - Apple's Mac shipments increased by 21.4% year-over-year, raising its market share to 9.1% [9] - The Zacks Consensus Estimate for Apple's fourth-quarter fiscal 2025 Mac revenues is $8.05 billion, reflecting a 14.8% growth compared to the previous year [10] - The consensus for Apple's fiscal 2025 earnings has risen by 3.1% to $7.33 per share, suggesting an 8.6% growth over fiscal 2024 [12] Stock Performance and Valuation - Dell Technologies shares have returned 11% year-to-date, outperforming Apple's decline of 10.1% [13] - Dell shares are considered cheaper, with a Price/Sales ratio of 0.8X compared to Apple's 7.84X, indicating a more favorable valuation for Dell [16] - Dell Technologies holds a Zacks Rank 2 (Buy), while Apple has a Zacks Rank 3 (Hold), suggesting that Dell is currently a better investment option [20]