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 Performance - On May 29, US stock indices saw slight gains, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% [1] Technology Sector - Most large tech stocks rose, with Amazon, Meta, and Tesla increasing by less than 1%, while Broadcom rose over 1%. The semiconductor sector led gains, with US Pixel up over 6% and Microchip Technology and STMicroelectronics up over 1% [2] - Nvidia experienced a significant rise, briefly increasing over 6%, surpassing Microsoft to become the highest-valued public company globally. By the close, Nvidia was up 3.25% at $139.19, with a market cap of $3.4 trillion, adding $106.8 billion (approximately 767.5 billion RMB) to its value overnight [2] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.44%, with popular Chinese stocks mostly gaining, including JD.com up over 4%, Xpeng Motors up nearly 4%, and Li Auto up over 2% [4] Commodity Market - COMEX gold futures rose by 0.61% to $3342.6 per ounce, while COMEX silver futures increased by 0.84% to $33.44 per ounce [7] - WTI crude oil futures closed at $60.94 per barrel, down $0.90 (1.46%), and Brent crude oil futures closed at $64.15 per barrel, down $0.75 (1.16%) [8] Economic Data - The US Bureau of Economic Analysis reported a revised annualized quarterly GDP decline of 0.2% for Q1, slightly better than the expected decline of 0.3%. Final sales for Q1 were revised to -2.9% from -2.5% [9] - The core Personal Consumption Expenditures (PCE) price index for Q1 was revised to an annualized quarter-on-quarter rate of 3.4%, slightly below the expected 3.5% [9] Federal Reserve and Economic Policy - On May 29, Federal Reserve Chairman Jerome Powell met with President Trump to discuss economic growth, employment, and inflation, emphasizing that monetary policy decisions will be based on economic data [11] - Trump criticized Powell for not lowering interest rates, calling it a mistake, while Powell maintained a neutral stance regarding his monetary policy outlook [12]

美联储表示，鲍威尔在会面中没有讨论对货币政策的预期，只是强调政策路径将完全取决于未来的经济 数据以及这些数据对经济前景的影响。鲍威尔强调，他本人及联邦公开市场委员会（FOMC）的同事将 根据法律规定，制定旨在支持最大就业和物价稳定的货币政策，并且 所有决策都将基于仔细、客观、 非政治化的分析。 白宫方面表示，特朗普在与鲍威尔自其就任总统以来的首次面对面会晤中，敦促鲍威尔降低利率。白宫 新闻秘书莱维特周四在简报会上表示， 特朗普对鲍威尔表示，他认为美联储主席未能降息是一个错误 的决策。 莱维特表示，这一决定让我们在经济上处于相对于其他国家的劣势，总统对此一直非常直言不讳，不论 是公开场合还是——现在我可以透露——私下场合也是如此。两人并未讨论特朗普是否会寻求罢免鲍威 尔的问题。 从美联储发布的通稿来看，面对特朗普降息的呼声，鲍威尔依然选择了坚守美联储的独立性。 美东时间周四，美股主要股指高开低走小幅收涨，截止收盘，道指涨0.28%，纳指涨0.39%，标普500指 数涨0.4%，大型科技股多数上涨，亚马逊、Meta、特斯拉涨幅不足1%，英伟达涨超3%，博通涨超 1%。半导体板块涨幅居前，美国像素涨超6%，微芯科技 ...

戴尔科技2026财年一季度总体净营收233.8亿美元，分析师预期231.5亿美元。 戴尔科技美股盘后涨9.38%。 一季度基础设施解决方案集团净营收103.2亿美元。 | Dell China | | 概觉 | 对比 | 财务信息 | | | | --- | --- | --- | --- | --- | --- | --- | | NYSE: DELL | | | | | | | | 即将举行的活动 | | | | | | > | | 第 1 季度财报电话会议 · GMT-4 下午4:30 | | | | | | | | 市场概况 > Dell China | | | | | | | | 113.63 USD | | | | | | + 关注 | | -0.14 (0.12%) + 今天 | | | | | | | | 收盘时间: 5月29日 GMT-4 下午4:05 · 免责声明 | | | | | | | | 盘后价 124.29 +10.66 (9.38%) | | | | | | | | 5天 1 天 | 1 个月 | 6 个月 YTD | 1年 | 5年 | 最大 | | | 125 | | | ...

惠普美股盘初跌13%，因公司下调年度利润预期。 ...

智通财经5月29日电，惠普公司下调年度利润预测后，其股价下跌13%。 ...

Core Viewpoint - HP Inc. reported a disappointing profit outlook and lowered its full-year earnings forecast due to economic weakness and the impact of U.S. tariffs on Chinese goods, leading to a significant drop in after-hours trading [1] Financial Performance - For the second fiscal quarter ending April 30, HP's revenue was $13.2 billion, a year-over-year increase of 3.1%, exceeding market expectations [1] - The earnings per share (EPS) for the quarter was $0.71, while the average expectation was $0.81 [1] - HP adjusted its full-year adjusted EPS forecast from $3.45-$3.75 to $3.00-$3.30, significantly below the expected $3.56 [1] Market and Economic Conditions - CEO Enrique Lores indicated that rising economic uncertainty related to tariffs is negatively impacting computer demand, more than previously anticipated [1] - The overall economic environment has changed significantly since February, with noticeable shifts in consumer and business confidence [2] - The personal computer market, which had shown signs of recovery, is being hindered by tariffs [2] Business Operations - HP's personal systems business, which includes PCs, saw a revenue increase of 7% to $9 billion, surpassing analyst expectations of $8.8 billion [3] - The company is increasing production in Vietnam, Thailand, India, Mexico, and the U.S., with nearly all products sold in North America expected to be produced outside of China by the end of June [1] - Lores mentioned that the impact of customers purchasing in advance of tariffs was "quite small" [4] Future Outlook - Lores expressed that the company expects to fully offset trade-related cost increases by the fourth quarter [5]

华硕寻求在日本推出人工智能电脑，称美国价格可能上涨。 （日经新闻） ...

5月26日，IDC最新数据显示，2025年一季度(25Q1)，搭载40TOPS及以上NPU(算力)的笔记本电脑出货 量显著增长，达到24.1万台，占中国笔记本电脑市场出货量的5.3%。上季度份额为1.4%。 在AI PC渗透过程中，今年全年PC增长乐观，市场延续向好趋势。IDC认为，AI PC的大规模上市开始 改变笔记本市场的格局，并且在轻薄本市场率先产生反馈。联想等厂商的轻薄本产品都因为AI功能的 加持而在品牌和产品表现评价上出现提升。随着消费者对AI软件与生态的接受程度逐渐上升，预计AI 关联因素将对笔记本市场产生更为深入的影响。 AI PC领跑行业，联想集团蓄力业绩增长 今年以来，在AI PC加速渗透下，PC市场向好的发展趋势明确，有望在未来一段时间内保持强劲的增长 态势。龙头厂商如联想集团，作为AI PC的引领者，将成为行业增长的受益者，有望实现业绩的进一步 增长。 AI PC增长迅猛 PC市场的持续增长，反映了行业在需求端的持续回暖。业界观点认为，当前正处于平均每4-5年换机周 期下的新一轮更换节点，与此同时，Windows系统更新东风吹拂，推动PC市场需求强劲。 另一方面，AI PC成为刺激PC市 ...

Core Viewpoint - The article discusses the significant asset restructuring between Haiguang Information Technology Co., Ltd. and Zhongke Shuguang Information Industry Co., Ltd., marking the first major asset restructuring under the newly revised regulations by the China Securities Regulatory Commission (CSRC) [1][4][6]. Group 1: Company Overview - Haiguang Information, listed on the Sci-Tech Innovation Board since August 12, 2022, focuses on the research, design, and sales of high-end processors for servers and workstations, with a total share capital of 2.32434 billion shares and a market capitalization of 316.41 billion yuan as of May 24, 2024 [2]. - Zhongke Shuguang, listed since November 6, 2014, specializes in high-end computers, storage, security, and data center products, with a total share capital of 1.4632 billion shares and a market capitalization of 90.57 billion yuan as of May 24, 2024 [2]. Group 2: Restructuring Details - The restructuring involves Haiguang Information absorbing Zhongke Shuguang through a share exchange, with the latter being the largest shareholder of the former, holding a 27.96% stake [1][2]. - The restructuring is significant as it is the first case following the CSRC's revised regulations, which aim to facilitate and simplify the process of major asset restructuring for listed companies [4][6]. Group 3: Regulatory Changes - The revised regulations include a mechanism for phased payment of shares for asset purchases, extending the registration decision validity to 48 months, and allowing for performance commitments to be fulfilled through either compensation or phased payments [4][5]. - The new rules also increase the tolerance for financial condition changes, related party transactions, and competition, aiming to enhance the independence of listed companies [5]. - A simplified review process for restructuring transactions has been introduced, allowing for quicker registration decisions by the CSRC [5].