戴尔第四财季指引乐观 AI服务器销售强劲成驱动力

Core Viewpoint - Dell's latest fourth-quarter revenue and profit forecasts exceed Wall Street expectations, indicating that increased data center investments to support AI applications are continuously boosting server demand [1] Group 1: Financial Performance - Dell's stock price rose over 4% in after-hours trading following the announcement [1] - The company projects AI server shipment revenue to reach $25 billion in fiscal year 2026, a significant increase from the previous forecast of $20 billion made in August [1] - Dell has raised its full-year revenue forecast for fiscal year 2026 from $105 billion-$109 billion to $111.2 billion-$112.2 billion, with adjusted earnings per share expectations increasing from $9.55 to $9.92 [1] Group 2: Market Position and Competition - Dell currently offers AI-optimized servers equipped with high-performance chips from NVIDIA [1] - The strong outlook from Dell is expected to alleviate investor concerns regarding two main issues: the impact of intense competition in the AI server market from rivals like AMD on profit margins, and the high manufacturing costs of products [1]