【环球网科技综合报道】5月30日消息，据CNBC报道，戴尔科技公布的第一财季收益未达到华尔街的预期，但该公司的收入超出预期，并对本季度做出了 强于预期的预测。 戴尔表示，预计本季度调整后每股收益为2.25美元，营收在285亿美元至295亿美元之间。这一数字远高于伦敦证券交易所的预期。 据了解，戴尔是英伟达的主要供应商之一，该公司围绕该芯片制造商的AI图形处理器的主要提供商。戴尔周四表示，其看到了市场对AI系统的"前所未有的 需求"。 戴尔公司表示，其已确认的人工智能系统订单已达144亿美元，将在未来几个季度发货。该公司表示，第一季度已确认的人工智能系统订单价值121亿美元。 当戴尔发货时，这些订单将直接转化为收入。今年2月，戴尔表示，预计2026财年的人工智能服务器销售额将达到150亿美元，高于去年的100亿美元。 据报道，戴尔的服务器业务隶属于其基础设施解决方案集团，该集团本季度销售额达103亿美元，同比增长12%。其中，服务器和网络业务销售额达63亿美 元，数据存储计算销售额达40亿美元。 | 1 | | --- | 戴尔相关业务负责人将强劲的业绩预期归功于预计本季度出货的价值 70 亿美元的人工智能系统 ...

Summary of Key Points Core Viewpoint - The article presents a ranking of the world's wealthiest individuals, highlighting their net worth, changes in wealth, and associated companies. Group 1: Wealth Rankings - Elon Musk leads the list with a net worth of $429.4 billion, experiencing an increase of $1.861 billion (0.2%) [1] - Mark Zuckerberg ranks second with a net worth of $222.8 billion, up by $1.502 billion (0.23%) [1] - Jeff Bezos follows closely with a net worth of $221.0 billion, having gained $8.91 billion (0.4%) [1] - Larry Ellison is fourth with a net worth of $203.9 billion, down by $9.61 billion (-0.47%) [1] - Warren Buffett ranks fifth with a net worth of $215.7 billion, increasing by $7.75 billion (0.49%) [1] Group 2: Notable Wealth Changes - Bernard Arnault's family has a net worth of $143.7 billion, decreasing by $6.55 billion (-0.45%) [1] - Larry Page's net worth is $142.5 billion, down by $3.57 billion (-0.25%) [1] - Sergey Brin has a net worth of $136.3 billion, with a decrease of $3.34 billion (-0.24%) [1] - Steve Ballmer's net worth is $132.6 billion, increasing by $2.94 billion (0.22%) [1] - Amancio Ortega has a net worth of $122.6 billion, up by $1.5 billion (1.22%) [1] Group 3: Additional Wealth Insights - Jensen Huang's net worth is $121.5 billion, with an increase of $1.38 billion (3.2%) [3] - Bill Gates has a net worth of $115.8 billion, increasing by $1.08 billion (0.09%) [3] - Rob Walton & family have a net worth of $115.2 billion, down by $1.31 billion (-0.11%) [3] - Mukesh Ambani's net worth is $107.6 billion, with an increase of $3.40 billion (0.32%) [3] - Charles Koch & family have a net worth of $67.5 billion, remaining unchanged [3]

智通财经APP获悉，聚焦于PC与高性能服务器产品组装与制造的美国科技公司戴尔(DELL.US)周四美股 盘后发布的业绩报告显示，其全财年的利润展望超出华尔街分析师普遍预期，并称用于运行人工智能训 练/推理体系的AI服务器订单显著增加。戴尔截至5月2日的季度的AI服务器订单价值甚至超越整个2025 财年AI服务器出货量带来的整体价值，戴尔预计其计算机、服务器和存储业务的盈利能力将持续大举 扩张，并加快了股票回购，共同推进每股利润增长。 戴尔周四在业绩声明中指出，预计截至2026年1月结束的下一财年，不包括某些项目的每股收益将约为 9.40美元，高于今年2月给出的业绩预测。该公司重申其大约1030亿美元的全年销售额预期中值(戴尔给 出的销售额区间为1010亿美元至1050亿美元)。根据机构汇编的分析师平均预期，华尔街分析师们平均 预期在1030亿美元销售额基础上，每股收益约为9.21美元，意味着戴尔给出的财年利润预期显著超越华 尔街预期。 在截至5月2日的2026财年第一财季中，戴尔的整体销售额同比增长5%至234亿美元，高于华尔街分析师 们平均估计的231亿美元。不包括某些项目的调整后每股利润为1.55美元，同 ...

Market Overview - Uncertainty over tariff outlook suppresses rebound in US stocks, with major indices closing higher: Dow Jones up 0.28%, S&P 500 up 0.4%, and Nasdaq up 0.39% [1] - Nvidia shares rise over 3% post-earnings, while Best Buy falls over 7%, C3.ai surges nearly 21%, and Dell sees a post-market increase of over 5% [1] - Chinese concept stocks index rises over 1%, ending a seven-day decline, with notable gains in stocks like Aiyu Holdings up 7.81%, JD.com up 4.31%, and Xpeng up 3.98% [1] Corporate Actions - Huang Renxun plans to sell up to 6 million shares of Nvidia, valued at over $800 million, significantly exceeding previous sales [3] - Dell Technologies reports AI server orders exceeding expectations, with a bright revenue outlook [4] Domestic Developments - The Central Committee and State Council issue opinions to enhance the market-oriented allocation of resource and environmental factors, encouraging the expansion of pollutant discharge rights trading [5] - The launch of the Hongdao operating system marks a significant advancement in China's foundational software for intelligent robots, supporting the autonomy of domestic robot operating systems [5] Industry Insights - The Ministry of Commerce and other departments release key enterprises and projects for national cultural exports for 2025-2026 [6] - Zhejiang issues implementation opinions to promote the innovative development of intelligent computing cloud, aiming for a scale of 60 EFlops by 2027 [7] - The establishment of a pilot base for embodied intelligence by Yushun Technology and Hangzhou Data Group [9] Stock Market Trends - Recent analysis indicates a market recovery with major indices and stocks showing upward movement after a period of adjustment, with a focus on technology, finance, and new consumption sectors [11] - The feed industry sees price increases of 50-100 yuan per ton due to rising corn prices, with expectations of continued upward trends in corn prices [12] - The carbon neutrality initiative aims to establish a market-oriented trading system for carbon emissions, water usage, and pollutant discharge by 2027, enhancing market activity and price formation mechanisms [13] New Initiatives - Douyin Group establishes a short drama copyright center to enhance copyright management and support quality production [14] - Zhiyuan Robotics announces its humanoid robot has received multiple certifications, marking a significant achievement in safety and technology standards [15][16] Upcoming IPOs - Yingshi Innovation plans to issue shares on the Sci-Tech Innovation Board at a price of 47.27 yuan per share, requiring a minimum market value of 65,000 yuan for top-tier subscriptions [17] Company Announcements - Guangyang Co. terminates the acquisition of 100% equity in Yinjing Technology, leading to stock resumption [18] - Shuanglin Co. plans to raise no more than 1.5 billion yuan for the industrialization of roller screw and joint modules [18] - Yuntian Lifa's DeepEdge10 chip has achieved commercialization in robotics and servers [18]

Market Overview - US stock indices experienced fluctuations, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% at the close [1] - The VIX index decreased by 0.67% to 19.18, while the US dollar index fell by 0.53% to 99.37 [1] - The yield on the US 10-year Treasury bond dropped by 1.339% to 4.42%, with a spread of 48.1 basis points compared to the 2-year Treasury yield [1] - Spot gold increased by 0.89% to $3317.59 per ounce, while Brent crude oil fell by 1.48% to $63.36 [1] - The US GDP growth rate for Q1 was slightly revised to -0.2%, and initial jobless claims for the week ending May 24 were reported at 240,000 [1] Industry & Stocks - All S&P 500 sectors, except for communications which fell by 0.81%, saw gains, with real estate up 0.92%, energy up 0.75%, and utilities up 0.7% [2] - Chinese concept stocks mostly rose, with KWEB up 1.44%, and JD.com up 4.31% [2] - Li Auto reported a Q1 net profit of 647 million yuan, a year-on-year increase of 9.4% [2] - Xpeng Motors saw a 3.98% increase, with its new model receiving 12,566 orders within an hour of launch [2] - Dell Technologies' Q1 revenue was $23.38 billion, exceeding analyst expectations, with AI server backlog nearly double market estimates [6] Major Tech Stocks - Major tech stocks mostly rose, with Nvidia up 3.25% after exceeding Q1 revenue expectations [3] - Tesla's stock increased by 0.43%, with plans for the first delivery of the autonomous Model Y in June [3] - Apple saw a slight decline of 0.23%, while Amazon rose by 0.48% [3] Focus of the Day - A federal court blocked Trump's tariffs on toy imports, marking the second court to do so in two days [4] - e.l.f. Beauty announced a plan to acquire skincare brand Rhode for up to $1 billion, including $800 million in cash and stock [7] - Reports indicate the US will ban the export of semiconductor design software to China, affecting major companies like Cadence and Synopsys [7] - The US has suspended the sale of certain technologies to China, including jet engine technology for COMAC's C919 aircraft [8]

Dell Technologies (DELL) reported $23.38 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 5.1%. EPS of $1.55 for the same period compares to $1.27 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $23.14 billion, representing a surprise of +1.04%. The company delivered an EPS surprise of -9.88%, with the consensus EPS estimate being $1.72.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Group 1 - The conference call is regarding Dell Technologies' Fiscal Year 2026 First Quarter Financial Results [2] - Key participants in the call include executives from Dell Technologies and analysts from various financial institutions [1][3] - The call will include prepared remarks followed by a question-and-answer session [3] Group 2 - Financial measures discussed will refer to non-GAAP metrics, with reconciliations to GAAP measures available [5]

Dell Technologies (DELL) came out with quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.88%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $2.53 per share when it actually produced earnings of $2.68, delivering a surprise of 5.93%.Over t ...

Financial Data and Key Metrics Changes - Revenue reached $23.4 billion, up 5%, driven by growth across all core markets [8][22] - Earnings per share increased by 17% to $1.55, growing three times faster than revenue [8][22] - Net income rose by 13% to $1.1 billion, primarily driven by stronger operating income [24][22] - Gross margin was $5.1 billion or 21.6% of revenue, down 80 basis points due to a competitive pricing environment [22][23] Business Line Data and Key Metrics Changes - ISG revenue was $10.3 billion, up 12%, with servers and networking revenue at a record $6.3 billion, up 16% [24][25] - CSG revenue rose by 5% to $12.5 billion, with commercial revenue up 9% to $11 billion, while consumer revenue declined 19% to $1.5 billion [27][22] - PowerStore demand rose double digits, growing for five consecutive quarters [13] Market Data and Key Metrics Changes - Strong demand for AI optimized servers, with $12.1 billion in orders booked in Q1, surpassing all shipments in FY 2025 [9][24] - Enterprise AI customers grew sequentially across key industry verticals including WebTech, financial services, manufacturing, media, and education [9][10] - Commercial demand was strongest in North America, with EMEA and APJ regions also showing double-digit growth [14] Company Strategy and Development Direction - The company is focused on expanding its leadership in AI, investing in innovation, and deepening customer partnerships [11][18] - The strategy includes modernizing the business and driving increased EPS growth through AI and infrastructure solutions [34][19] - The company aims to capture a substantial refresh opportunity with its sixteenth and seventeenth generation servers [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for AI servers and the ability to execute on large, complex customer deployments [39][40] - The company anticipates a continued PC refresh cycle and expects Q2 revenue to be between $28.5 billion and $29.5 billion, up 16% at the midpoint [30][32] - Management remains cautious about traditional server and storage performance due to the dynamic macro environment [32][34] Other Important Information - The company generated record cash flow from operations of $2.8 billion in Q1 [28] - A total of $2.4 billion was returned to shareholders through stock repurchases and dividends [29] - The company expects full-year revenue to be between $101 billion and $105 billion, with ISG expected to grow in the high teens [32][33] Q&A Session Summary Question: AI server revenues and fiscal 2026 targets - Management noted that the backlog for AI servers is healthy, with expectations to exceed $15 billion in revenue for fiscal 2026 [37][43] Question: Second half guidance and demand moderation - Management indicated that they expect to ship approximately $7 billion of AI servers in the first half, with optimism for converting more pipeline in the second half [46][49] Question: Storage and services attach opportunity alongside AI servers - Management highlighted improvements in storage and networking attach rates, emphasizing the importance of deployment and installation services [56][58] Question: Impact of tariffs on financials - Management confirmed that their guidance includes considerations for tariffs and that they have navigated the cost environment successfully [68][70] Question: AI server profit outlook and customer types - Management reiterated that AI server profitability is expected to contribute positively to overall margins, with a growing number of enterprise customers [75][80] Question: Customer behavior and demand pull forward - Management acknowledged some customers pulling forward demand but remains optimistic about growth despite a slowdown in traditional server business [84][88] Question: Competitive dynamics and pricing strategies - Management stated that ASPs remained stable, with no price increases, and noted competitive behavior in large deals [93][99] Question: Storage attach rate and object scale platform - Management expressed optimism about storage opportunities and the potential to improve attach rates through new product offerings [104][108] Question: Demand characteristics and backlog composition - Management characterized the backlog as primarily consisting of Blackwell technology, with a focus on engineering and innovation to meet customer needs [112][114]

Financial Data and Key Metrics Changes - Revenue reached $23.4 billion, up 5% year-over-year, driven by growth across all core markets [6][20] - Earnings per share increased by 17% to $1.55, growing three times faster than revenue [6][20] - Net income rose 13% to $1.1 billion, primarily driven by stronger operating income [21][22] - Gross margin was $5.1 billion, or 21.6% of revenue, down 80 basis points due to a competitive pricing environment [20][21] Business Line Data and Key Metrics Changes - ISG revenue was $10.3 billion, up 12%, with servers and networking revenue at a record $6.3 billion, up 16% [22][23] - CSG revenue rose 5% to $12.5 billion, with commercial revenue up 9% to $11 billion, while consumer revenue declined 19% to $1.5 billion [25][26] - PowerStore demand rose double digits, growing for five consecutive quarters [11] Market Data and Key Metrics Changes - Strong demand for AI optimized servers, with $12.1 billion in orders booked in Q1, surpassing all shipments in FY 2025 [7][22] - Enterprise AI customers grew sequentially across key industry verticals, including WebTech, financial services, and education [7][8] - Commercial demand was strongest in North America, with EMEA and APJ regions also showing double-digit growth [12] Company Strategy and Development Direction - The company is focused on expanding its leadership in AI, investing in innovation, and deepening customer partnerships [9][16] - Continued emphasis on modernizing data centers with the introduction of sixteenth and seventeenth generation servers [17][18] - The company aims to capture more value from its platforms by increasing the mix of Dell IP storage [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for AI servers and the ability to execute on large, complex customer deployments [37][50] - The company anticipates a continued PC refresh cycle as the installed base upgrades to new devices [27][30] - Management remains cautious about traditional server and storage performance due to the dynamic macro environment [30][31] Other Important Information - Record Q1 cash flow from operations of $2.8 billion, driven by profitability and working capital improvement [26] - The company returned $2.4 billion to shareholders through stock repurchases and dividends [27] - Full year revenue guidance is reiterated at $101 billion to $105 billion, with expectations for ISG to grow in the high teens [30][31] Q&A Session Summary Question: Can you discuss the AI server revenue outlook? - Management indicated that the backlog for AI servers is healthy, with expectations to exceed $15 billion for the fiscal year [36][41] Question: What are the expectations for the second half guidance? - Management expects to ship approximately $7 billion of AI servers in the first half, with optimism for converting more pipeline in the second half [44][46] Question: How is the storage attach opportunity evolving alongside AI servers? - Management noted modest improvements in storage and networking attach rates, emphasizing the importance of deployment and installation services [54][56] Question: Are tariffs impacting the financial outlook? - Management confirmed that current guidance includes all known tariff impacts and that input costs are expected to be deflationary [66][68] Question: What is the demand landscape for AI servers? - Management highlighted a diverse customer base, including CSP and enterprise customers, with significant growth in repeat enterprise customers [72][76] Question: How is the competitive environment affecting pricing? - Management stated that ASPs remained stable, with no price increases, and noted aggressive competition in large deals [90][92]