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慧与科技

68.39

-1.9300-2.74%

成交量：838.43万

成交额：5.82亿

市值：907.44亿

市盈率：34.77

高：71.18

开：67.56

低：67.05

收：70.33

52周最高：73.56

52周最低：19.84

股本：13.27亿

流通股本：12.86亿

量比：1.37

换手率：0.65%

股息：0.56

股息率：0.82%

每股收益(TTM):1.97

每股收益(LYR):-0.0446

净资产收益率：10.94%

总资产收益率：2.64%

市净率：3.42

市盈率(LYR):-1,534.75

数据加载中...

总览公司新闻资讯公告

异动解读｜慧与科技盘后上涨3.4%，财报前夕投行密集上调目标价叠加板块联动

慧与科技与罗文大学深化合作，加速科研进程并提升学生就业竞争力

慧与科技(HPE)股票5月22日盘中上涨9.94%：原因全解读

TradingKey中文

异动解读｜慧与科技盘中上涨5.11%，多家投行上调目标价叠加板块联动

大摩上调慧与科技目标价至33美元

摩根士丹利上调慧与科技目标价至33美元警示利润率承压令市场谨慎

Elliott Investment Management LP持仓变动：截至2026年3月31日，与2025年12月31日上季度对比

Elliott投资管理公司增持慧与科技股份47.2%，持股量升至2740万股——SEC备案披露

摩根大通看好戴尔与慧与科技，财报前上调目标价

环球市场播报

花旗上调慧与科技目标价至39美元

云计算服务商普涨 NEBIUS(NBIS)领涨10.38%、慧与科技(HPE)涨7.95%

异动解读 | 慧与科技盘中大涨7.13%，受思科强劲财报及自身基本面改善双重提振

异动解读 | 思科强劲财报带动通讯板块走强，慧与科技盘前大涨5.46%

美股夜盘 | 思科绩后飙升20%带动通讯板块集体走强，慧与科技涨近6%，诺基亚涨近5%

老虎资讯综合

营收和利润均超预期，但指引令人失望，Arista股价大跌

华尔街见闻

OpenAI增长隐忧引发科技股抛售潮

美银看好戴尔科技(DELL.US)和慧与科技(HPE.US) 智能体AI成增长引擎

热门话题-摩根大通认为，人工智能硬件投资的范围将超越GPU

异动解读 | 高盛上调目标价至30美元，慧与科技盘中大涨5.07%

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HPE出售了其持有的新华三（H3C）股份并扩大了分销网络。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261923427-market-movers-hpe-20260522","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HPE","BK4515","LU0306807586.USD","LU0348723411.USD","LU0321505868.SGD","BK4585","BK4170","LU0321505439.SGD","LU0006061336.USD","BK4588","LU0985481810.HKD","LU0225771236.USD","LU0306806265.USD","LU0225284248.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131292235","title":"异动解读｜慧与科技盘中上涨5.11%，多家投行上调目标价叠加板块联动","url":"https://stock-news.laohu8.com/highlight/detail?id=1131292235","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131292235?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 21:45","pubTimestamp":1779457520,"startTime":"0","endTime":"0","summary":"5月22日，慧与科技盘中上涨5.11%，报35.94美元/股，成交额5795.45万美元。消息面上，近期多家华尔街投行密集上调慧与科技目标价。摩根士丹利将目标价从25美元大幅上调至33美元，维持持股观望评级，但提示利润率承压风险；花旗将目标价从27美元上调至39美元，维持买入评级；摩根大通在业绩公布前将慧与科技列为最看好标的之一，认为盈利预期上调有望推动估值修复。同板块个股戴尔同日大涨11.57%，硬件板块整体走强形成联动效应。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HPE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637039171","title":"大摩上调慧与科技目标价至33美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637039171","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637039171?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 16:07","pubTimestamp":1779437222,"startTime":"0","endTime":"0","summary":"摩根士丹利将慧与科技的目标价从25美元上调至33美元，维持“持股观望”评级。(格隆汇)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260522/32246798.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["HPE","UUP","UDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143490168","title":"摩根士丹利上调慧与科技目标价至33美元 警示利润率承压令市场谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=1143490168","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143490168?lang=zh_cn&edition=fundamental","pubTime":"2026-05-21 19:42","pubTimestamp":1779363749,"startTime":"0","endTime":"0","summary":"摩根士丹利发布最新研报，将其对慧与科技的目标股价从25美元大幅上调至33美元。然而，分析师同时发出警示，指出该公司正面临利润率方面的不利因素，这促使市场整体态度趋于谨慎。该行认为，尽管上调了目标价，但未来利润率可能承受的压力为投资前景蒙上了一层阴影，投资者需保持警惕。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4515","HPE","LU0225284248.USD","LU0006061336.USD","LU0306806265.USD","LU0348723411.USD","LU0321505868.SGD","LU0225771236.USD","BK4585","LU0321505439.SGD","BK4170","LU0985481810.HKD","BK4588","LU0306807586.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180541380","title":"Elliott Investment Management LP持仓变动：截至2026年3月31日，与2025年12月31日上季度对比","url":"https://stock-news.laohu8.com/highlight/detail?id=1180541380","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180541380?lang=zh_cn&edition=fundamental","pubTime":"2026-05-16 05:03","pubTimestamp":1778878995,"startTime":"0","endTime":"0","summary":"根据最新披露的持仓报告，Elliott Investment Management LP的投资组合在截至2026年3月31日的季度内发生了显著变动。与截至2025年12月31日的上一季度相比，该对冲基金对其持有的部分核心资产进行了调整。具体来看，Elliott Investment Management LP在多个关键头寸上进行了操作。值得注意的是，持仓报告是观察大型投资机构动向的重要窗口。Elliott Investment Management LP作为活跃的投资者，其仓位变化常受到市场密切关注。本次季度间的对比，为分析其投资逻辑和市场观点提供了最新依据。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","LU0006061336.USD","BK4500","LUV","LU0348723411.USD","NCLH","BK4515","LU0985481810.HKD","LU0225771236.USD","BK4023","BK4585","BK4008","BK4170","LU0321505439.SGD","BK4135","HPE","LU0306806265.USD","FSK","BK4517","LU0306807586.USD","BILL","LU0321505868.SGD","BK4142","LU0225284248.USD","BK4535","BK4551"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113958297","title":"Elliott投资管理公司增持慧与科技股份47.2%，持股量升至2740万股——SEC备案披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1113958297","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113958297?lang=zh_cn&edition=fundamental","pubTime":"2026-05-16 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在推动其投资组合公司进行运营改善和战略调整方面拥有丰富记录。\n此次持股变动通过正式的13F文件或其他相关表格向SEC报备，为公众提供了机构投资者持仓情况的透明视图。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0225284248.USD","LU0225771236.USD","LU0306807586.USD","LU0348723411.USD","LUV","LU0321505868.SGD","LU0985481810.HKD","BK4585","LU0306806265.USD","LU0321505439.SGD","BK4170","BK4500","HPE","BK4008","BK4588","LU0006061336.USD","BK4515"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635303571","title":"摩根大通看好戴尔与慧与科技，财报前上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2635303571","media":"环球市场播报","labels":["corporation","rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635303571?lang=zh_cn&edition=fundamental","pubTime":"2026-05-15 23:38","pubTimestamp":1778859480,"startTime":"0","endTime":"0","summary":"摩根大通在硬件和网络股财报发布前表示，对戴尔科技和慧与科技最为看好。该行将戴尔的目标价从205美元上调至280美元，维持“增持”评级；将慧与科技的目标价从27美元上调至37美元，维持“增持”评级。　　摩根大通认为，与内存相关的担忧出现逆转，是近期IT硬件板块反弹的原因。分析显示，戴尔凭借AI服务器业务的强劲表现成为市场关注焦点，而慧与科技同样在服务器领域持续扩张。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-15/doc-inhxyyii5157735.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,rating","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DELL","LU0306807586.USD","BK4585","HPE","BK4170","BK4535","LU0496365809.HKD","BK4515","LU0310800965.SGD","LU0321505439.SGD","LU0006061336.USD","LU1823568750.SGD","LU0348723411.USD","DLLL","LU2065169927.USD","LU2065170008.USD","LU2065171311.SGD","LU0267386448.USD","LU1046421795.USD","LU0211326839.USD","BK4543","BK4582","JPM","LU0306806265.USD","LU0128525689.USD","BK4588","LU0211326755.USD","LU0985481810.HKD","LU0052756011.USD","LU1267930227.SGD","LU0225771236.USD","LU0976567544.SGD","LU2065171402.SGD","LU0321505868.SGD","LU0225284248.USD","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635779371","title":"花旗上调慧与科技目标价至39美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635779371","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635779371?lang=zh_cn&edition=fundamental","pubTime":"2026-05-15 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Ltd涨5.76%，CoreWeave涨5.28%，甲骨文涨4.91%。尽管该产品仍面临算力标准统一、现货定价透明化及交割确权等挑战，但其一旦落地，料将从套期保值、价格发现、资源配置优化及生态繁荣四个维度重塑AI产业链金融生态，系统性提升全产业链的资产质量与盈利确定性。投资层面，算力金融化料将利好云厂商、AI应用、算力租赁及AI算力硬件四大核心环节。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDM0MDU5MzA2MzUx.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDM0MDU5MzA2MzUx.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300473","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2458330243.SGD","LU2250418816.HKD","SG9999011175.SGD","LU0985489474.SGD","SG9999001424.SGD","LU1691799644.USD","LU1548497426.USD","LU0444973449.USD","LU1037948541.HKD","LU0661504455.SGD","LU1935043536.SGD","LU1935042215.USD","ORCX","LU0823431563.USD","LU2054465674.USD","LU0306807586.USD","LU0417517546.SGD","IE00B19Z3581.USD","LU0965508806.USD","BK4534","LU0878866978.SGD","LU0070302665.USD","LU1935043023.USD","LU1989764664.SGD","ORCU","LU0289960550.SGD","BK4543","SG9999003800.SGD","LU2357305700.SGD","LU2108987350.USD","LU1989764748.USD","LU0321505868.SGD","LU0980610538.SGD","LU1366333091.USD","IE00B3S45H60.SGD","LU0889565833.HKD","NBIZ","IE00BLSP4452.SGD","IE00B7SZLL34.SGD","LU1815336760.USD","LU0056508442.USD","LU0082616367.USD","LU0353189680.USD","IE00B19Z3B42.SGD","BK4609","LU0444971666.USD","ORCL","IE00BLSP4239.USD","LU1003077747.HKD","CRWV","BK4116","LU0531971165.HKD","LU0861579265.USD","LU1934455863.HKD","LU1935042488.USD","NBIL","IREZ","LU2458330169.SGD","IE00BMPRXN33.USD","LU1642822529.SGD","LU0198837287.USD","LU2360106780.USD","BK4581","LU1823568750.SGD","LU0949170772.SGD","LU0256863811.USD","LU0225284248.USD","ORCS","LU1720051108.HKD","LU0719512351.SGD","IE00BMPRXR70.SGD","LU1435385759.SGD","LU0329931173.USD","BK4097","IREG","LU1429558221.USD","CWVX","LU0329931090.USD","IE00B775SV38.USD","LU0433182093.SGD","LU0648001328.SGD","LU1720051017.SGD","LU1201861249.SGD","LU0234570918.USD","LU1989772923.USD","LU1046421795.USD","BK4023","NEBX","LU0157215616.USD","IE00B5949003.HKD","LU1934455277.USD","LU0965509101.SGD","LU0823431647.USD","LU0109392836.USD","LU2746668974.SGD","IREN","LU1069347547.HKD","IE00BBT3K403.USD","LU0950373646.USD","IE00BN8TJ469.HKD","LU1489326972.SGD","LU1366192091.USD","IE0004445239.USD","LU1935042991.SGD","LU2237957902.USD","LU0208291251.USD","LU0321505439.SGD","LU0081259029.USD","LU1852331112.SGD","BK4585","BK4515","LU1037948897.HKD","LU0965509010.AUD","LU2236285917.USD","LU2543165471.USD","BK4600","LU2896262040.SGD","IRE","LU1506573853.SGD","NBIS","LU1035773651.USD","LU0006061336.USD","LU0545039389.USD","LU2860962120.EUR","LU1934455194.USD","LU2326559502.SGD","BK4588","LU0738911758.USD","IE00BMPRXQ63.HKD","BK4528","LU0348723411.USD","LU0957808578.USD","LU0234572021.USD","LU0068578508.USD","LU0314106906.USD","BK4170","LU0130102774.USD","NBIG","HIVE","LU0225771236.USD","LU1235294995.USD","BK4077","LU2746668461.USD","BK4538","CRWU","LU0985481810.HKD","BK4595","LU0965509283.SGD","IE0009356076.USD","LU2237957811.SGD","LU0320765489.SGD","BK4533","LU0553294199.USD","LU0175139822.USD","LU0323591593.USD","BK4516","HPE","LU1803068979.SGD","LU0353189763.USD","IREX","LU0476273544.USD","WYFI","LU0210536198.USD","CORD","LU0306806265.USD","CRWG","LU1989772840.SGD","LU2087625088.SGD","IE0002270589.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130228327","title":"异动解读 | 慧与科技盘中大涨7.13%，受思科强劲财报及自身基本面改善双重提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1130228327","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130228327?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 21:59","pubTimestamp":1778767163,"startTime":"0","endTime":"0","summary":"慧与科技今日盘中大涨7.13%，引起了市场的广泛关注。此次股价上涨主要受到两方面因素的推动。一方面，同业公司思科发布了远超市场预期的第三季度及全年业绩指引，股价随之飙升，并带动了整个通讯板块的集体走强，形成了积极的板块共振效应。另一方面，慧与科技自身的基本面持续改善，为其股价提供了坚实支撑。具体而言，慧与科技的网络解决方案业务受益于对Juniper的并购整合以及AI原生网络需求的拉动，同比增长超过70%。同时，公司的经营现金流同比增长高达405%，盈利质量得到显著提升。强劲的自身业绩，叠加板块的积极情绪共振，共同推动了慧与科技股价在盘中交易时段的强势表现。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["HPE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176213746","title":"异动解读 | 思科强劲财报带动通讯板块走强，慧与科技盘前大涨5.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176213746","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176213746?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 16:47","pubTimestamp":1778748469,"startTime":"0","endTime":"0","summary":"慧与科技今日盘前股价大涨5.46%，引起了市场的广泛关注。消息面上，此次上涨主要受到两方面因素的推动。一方面，同业公司思科发布了远超市场预期的第三季度及全年业绩指引，股价随之飙升，并带动了整个通讯板块的集体走强。具体而言，慧与科技此前发布的财年第一季度财报表现强劲，为股价提供了持续的上行动力。强劲的自身业绩，叠加板块的积极情绪共振，共同推动了慧与科技股价在盘前交易时段走强。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["HPE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108649130","title":"美股夜盘 | 思科绩后飙升20%带动通讯板块集体走强，慧与科技涨近6%，诺基亚涨近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108649130","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108649130?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 08:08","pubTimestamp":1778717305,"startTime":"0","endTime":"0","summary":"5月14日，美股夜盘时段，$思科(CSCO)$涨超20%，Q3和全年指引全面超预期；带动通讯板块集体走强，$慧与科技(HPE)$涨近6%，$诺基亚(NOK)$涨近5%，$爱立信(ERIC)$涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1235294995.USD","IE00BSNM7G36.USD","IE00B42XCP33.USD","LU2456880835.USD","LU0868494708.USD","LU2286300806.USD","LU1066051498.USD","LU0006061336.USD","LU0823417737.USD","CSCS","LU1506573853.SGD","LU2237443382.USD","SG9999001424.SGD","LU1929549753.HKD","CSCL","IE000M9KFDE8.USD","BK4612","LU0203347892.USD","LU1244550221.USD","BK4579","BK4527","LU0321505868.SGD","LU1823568750.SGD","LU1059921491.USD","LU1880398554.USD","LU0306806265.USD","BK4533","LU1066051225.USD","LU1585245621.USD","LU1571399168.USD","LU0225771236.USD","LU1032955483.USD","LU1674673691.USD","LU0225284248.USD","SG9999015945.SGD","SG9999015986.USD","LU2237443549.SGD","LU1066051811.HKD","IE00BMPRXN33.USD","ERIC","LU2237443465.HKD","LU1196500208.SGD","LU1883839398.USD","SG9999002232.USD","LU0868494617.USD","BK4585","LU0203345920.USD","LU1430594728.SGD","LU0321505439.SGD","LU0234572021.USD","LU0823417653.USD","BK4560","LU2506952097.USD","LU1674673428.USD","IE00BVYPNV92.GBP","BK4588","LU1221951129.SGD","LU2237443895.HKD","LU0792757196.USD","LU2417539215.USD","BK4534","LU0348723411.USD","CSCO","LU1599440770.SGD","BK4525","LU1267930813.SGD","IE00BDGV0183.EUR","LU1778281490.HKD","IE00BGHQF631.EUR","LU0731783394.SGD","LU1162221912.USD","LU0234570918.USD","LU1066053197.SGD","BK4515","IE00BMPRXR70.SGD","LU1894683264.USD","LU0985481810.HKD","IE00B3PB1722.GBP","LU1244550494.USD","IE00BZ1G4Q59.USD","IE00BFMHRM44.USD","LU0942090050.USD","IE00B3T34201.USD","LU0950375773.USD","LU0320765646.SGD","SG9999002224.SGD","BK4020","LU1244550577.SGD","HPE","SG9999015952.SGD","LU0889566641.SGD","LU2236285917.USD","IE00BVYPNW00.USD","IE00B1BXHZ80.USD","LU1221951046.USD","LU2247934214.USD","LU2506952170.USD","LU1880398471.USD","SG9999015978.USD","BK4581","IE00BFXG1179.USD","NOK","SG9999001440.SGD","LU1894683348.USD","BK4550","LU1046421795.USD","BK4547","LU2237443622.USD","LU2102340556.USD","LU2506951958.HKD","LU2506951875.HKD","LU2237443978.SGD","LNOK","LU2462157665.USD","IE00BKVL7J92.USD","BK4170","LU0098860793.USD","LU0306807586.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633773239","title":"营收和利润均超预期，但指引令人失望，Arista股价大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2633773239","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633773239?lang=zh_cn&edition=fundamental","pubTime":"2026-05-06 11:20","pubTimestamp":1778037623,"startTime":"0","endTime":"0","summary":"“交换机龙头”Arista一季度营收27.1亿美元、调整后每股收益0.87美元，均超华尔街预期。但二季度运营利润率指引仅为46%至47%，低于上年同期的48.8%，令市场失望。股价盘后一度重挫逾12%。分析指出，在高预期的背景下，任何“不够惊喜”的消息、甚至“指引仅仅符合预期”本身就足以引发抛售。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771621","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B5949003.HKD","HPE","LU0965509283.SGD","IE00B1BXHZ80.USD","LU2357627491.SGD","LU2265009873.SGD","YMAG","LU1066051811.HKD","UUP","SG9999018857.SGD","LU0985481810.HKD","TSLA","LU1571399168.USD","UDN","GOOG","AIPO","LU2361044949.HKD","USJW.SI","LU0719512351.SGD","META","IE000M9KFDE8.USD","LU0306806265.USD","LU2543165471.USD","LU1127390331.HKD","LU1934455863.HKD","LU2237443978.SGD","LU0109392836.USD","SG9999002232.USD","LU2087621335.USD","IE000F7OJYX1.SGD","LU2286300806.USD","IE00BWXC8680.SGD","MAGY","AAPL","LU1674673428.USD","LU0203202063.USD","BK4527","LU1674673691.USD","SG9999015945.SGD","AMZN","IE00BJJMRY28.SGD","LU2108987350.USD","SGXZ31699556.SGD","BK4579","IE00BKDWB100.SGD","LU1035773651.USD","NVDA","IE0009356076.USD","LU0861579265.USD","SG9999018865.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1114127125","title":"OpenAI增长隐忧引发科技股抛售潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1114127125","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114127125?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 00:52","pubTimestamp":1777395163,"startTime":"0","endTime":"0","summary":"OpenAI可能无法实现预期增长速度的风险，正在演变成一场代价高昂的市场风暴。这一情况据称已引发首席财务官莎拉·弗莱尔对OpenAI未来履行算力合约支付能力的担忧。尽管OpenAI否认缩减合约规模或存在高管分歧，并强调正推进年内上市计划，市场信心仍遭受重创。投资者迅速抛售与OpenAI扩张计划关联最紧密的个股。瑞银分析师卡尔·基尔斯特德在周二的客户报告中指出：“OpenAI追求多云战略与微软布局多模型生态的取向，注定双方将走向多元化合作格局。”","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1989772923.USD","LU2168564149.EUR","LU1242518931.SGD","LU2191332357.HKD","NVDA","LU0289941410.SGD","LU0889565833.HKD","NVDW","IE00BJTD4N35.SGD","LU1815333072.USD","LU2860962120.EUR","LU0289739343.SGD","LU2237443978.SGD","LU1043141396.HKD","LU1301847155.USD","LU1803068979.SGD","LU1670627923.USD","LU1037948541.HKD","LU2360032135.SGD","LU0690374615.EUR","LU1032955483.USD","LU1868836757.USD","IE00BYQQ9H92.USD","LU2211815571.USD","LU1116320737.USD","DIPS","HK0000304805.HKD","LU1791710582.SGD","LU2028103732.USD","LU1236620834.HKD","LU0965508806.USD","IE00B3SWFQ91.USD","SG9999014559.SGD","LU0321505868.SGD","LU1235294995.USD","LU0320765646.SGD","LU2213496289.HKD","LU1642822529.SGD","HK0000306685.HKD","LU2746668461.USD","SG9999002224.SGD","BK4549","BK4575","LU1582987324.SGD","BK4515","LU0661504455.SGD","BK4581","LU2592432038.USD","LU0345769631.USD","LU0390134368.USD","HK0000819398.USD","LU1066051225.USD","LU0157215616.USD","LU0689626769.HKD","BK4576","LU2242649171.HKD","LU2298321311.HKD","NVIW.SI","LU2097829019.USD","LU2326559502.SGD","LU0211327993.USD","LU1699723380.USD","LU2092937221.SGD","LU0225284248.USD","LU0174119429.USD","LU0823414478.USD","LU0861579265.USD","LU1496350502.SGD","IE00B5TLWC47.USD","AMZN","LU0738911758.USD","LU1242518857.USD","LU2290526834.HKD","IE000W1ABFV2.USD","SMCY","BK4598","NVD3.UK","LU0894485498.HKD","LU1084165304.USD","IE00BHPRN162.USD","LU1989773731.SGD","LU2487616109.SGD","IE00BMPRXR70.SGD","LU2506952097.USD","LU0095938881.EUR","LU0061474960.USD","LU0787776722.HKD","IE0004091025.USD","SG9999001440.SGD","SGXZ81514606.USD","LU2471134952.CNY","LU0302445910.USD","LU2087625088.SGD","LU0211328371.USD","LU0345774631.USD","SG9999015358.SGD","AVGU","LU1267930490.SGD","LU2095319765.USD","LU2236285917.USD","LU2347655073.USD","LU0353189763.USD","LU1861220033.SGD","LU1236620750.USD","BK4579","LU0210528500.USD","ORCL","NVDL","LU2077746001.SGD","LU2413666699.HKD","BK4528","LU0251132253.USD","LU1934455194.USD","LU0061475181.USD","LU0976567544.SGD","IE00BVYPNP33.GBP","LU0820561818.USD","LU2106854487.HKD","LU1548497426.USD","IE00B3M56506.USD","LU1861215975.USD","LU2357305700.SGD","IE000KEQY171.SGD","LU1145028129.USD","LU2092627202.USD","SMCL","LU0096362180.USD","LU0312595415.SGD","LU1720051108.HKD","NVDB","LU2361044949.HKD","SMCI","LU0868494708.USD","LU0109392836.USD","BK4550","LU2210149790.SGD","LU0426417589.USD","LU0321505439.SGD","LU0342679015.USD","LU0466842654.USD","LU2505996509.AUD","LU0080751232.USD","LU2097344357.USD","LU2764263039.SGD","LU0456855351.SGD","INTC","LU1564329628.SGD","LU0158827781.USD","LU1935043023.USD","LU0256863902.USD","BK4605","LU0784383803.USD","LU2275660780.HKD","IE00BLSP4239.USD","MSFO","LU2506951875.HKD","LU1400636574.HKD","SG9999015945.SGD","IE00BVYPNW00.USD","IE00B1BXHZ80.USD","LU2210150020.SGD","LU1839511570.USD","GOOG","IE00BVYPNQ40.USD","LU2403377893.USD","LU0345768153.USD","LU2896262040.SGD","LU1127390331.HKD","SG9999000418.SGD","LU1935042488.USD","BK4503","LU0347712357.USD","LU0203345920.USD","HK0000532082.HKD","MSFY","LU2023251221.USD","LU1623119135.USD","LU1868836914.USD","LU2471134796.USD","LU1037948897.HKD","LU0690374961.EUR","LU2125154778.USD","LU0792757196.USD","HK0000306701.USD","LU1244550494.USD","IE00B3S45H60.SGD","LU0820562030.AUD","LU1814569148.SGD","IE0034235295.USD","LU2506952170.USD","LU0345770308.USD","SG9999014898.SGD","IE000ITXATA3.USD","LU2237443382.USD","IE00BD6J9T35.USD","IE00B775H168.HKD","LU2242650005.HKD","LU2430703251.USD","BK4585","BK4577","IE0009G5SDU7.USD","BK4525","IE00BKPKM429.USD","LU1582986359.USD","LU2381873111.SGD","LU2294711713.HKD","LU0757359954.USD","LU2087621335.USD","IE00B3PB1722.GBP","LU2089283258.USD","LU1228905037.USD","GB00BDT5M118.USD","BK4608","LU0823417653.USD","LU1778281490.HKD","AVGW","LU1162221912.USD","LU1697837992.HKD","LU2552382058.USD","IE00BN8TJ469.HKD","LU2720916845.USD","LU2279689827.SGD","LU1323610961.USD","LU1670710588.SGD","NVDQ","LU0889566641.SGD","LU1718418525.SGD","LU2133065610.SGD","IE00BJTD4V19.USD","LU0444971666.USD","SG9999014914.USD","LU0879622024.SGD","LU0053671581.USD","LU2097344431.USD","LU1917777945.USD","LU2999663052.SGD","04335","LU2063271972.USD","LU2433249047.HKD","LU1983260115.SGD","LU1674673428.USD","IE00BMPRXN33.USD","LU2237443549.SGD","LU1629891620.HKD","LU0323591593.USD","LU1670710661.SGD","LU0128525929.USD"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14:53","pubTimestamp":1777359231,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美国银行将戴尔科技的目标价从205美元上调至246美元，并将慧与科技的目标价从32美元上调至38美元，原因是这两家公司将受益于智能体AI的发展。分析师进一步表示，随着智能体AI推动需求增长，戴尔和慧与科技将在服务器市场中斩获更多市场份额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1435145.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HPE","LU1046421795.USD","LU0006061336.USD","DELL","LU0321505439.SGD","LU1823568750.SGD","LU1235294995.USD","LU0306806265.USD","LU0267386448.USD","LU0976567544.SGD","LU0321505868.SGD","LU0211326839.USD","LU0211326755.USD","LU2065171402.SGD","LU0128525689.USD","BK4543","LU0052756011.USD","LU0985481810.HKD","BK4170","LU0496365809.HKD","BK4535","LU0310800965.SGD","LU2065170008.USD","LU0306807586.USD","BK4585","LU0225284248.USD","LU1267930227.SGD","LU0348723411.USD","BK4515","LU2065169927.USD","DLLL","LU0225771236.USD","BK4588","LU2065171311.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630362017","title":"热门话题-摩根大通认为，人工智能硬件投资的范围将超越GPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2630362017","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630362017?lang=zh_cn&edition=fundamental","pubTime":"2026-04-27 18:14","pubTimestamp":1777284851,"startTime":"0","endTime":"0","summary":"由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260427:nL4T41A0SL:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DELL","LU0306806265.USD","BK4527","LU0274383776.USD","BK4579","BK4512","BK4588","BK4602","LU0321505439.SGD","LU0321505868.SGD","HPE","LU0267386448.USD","LU0496365809.HKD","BK4529","LU1235294995.USD","LU0225771236.USD","LU0310800965.SGD","LU2065171402.SGD","BK4170","BK4543","LU2065170008.USD","BK4515","04335","LU0128525689.USD","LU0225284248.USD","BK4534","LU0976567544.SGD","LU0006061336.USD","LU0985481810.HKD","LU1267930227.SGD","LU2148611432.USD","LU2931357623.SGD","INTC","LINT","LU0211326755.USD","BK4550","BK4612","BK4535","BK4554","BK4575","DLLL","JPM","LU2065169927.USD","LU0348723411.USD","IE000M9KFDE8.USD","LU1823568750.SGD","BK4141","LU0306807586.USD","LU2543165471.USD","LU0081259029.USD","LU0211326839.USD","LU2065171311.SGD","BK4605","LU0052756011.USD","LU2089985449.USD","BK4533","LU1046421795.USD","LU0097036916.USD","BK4585","INTW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195344138","title":"异动解读 | 高盛上调目标价至30美元，慧与科技盘中大涨5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195344138","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195344138?lang=zh_cn&edition=fundamental","pubTime":"2026-04-21 22:00","pubTimestamp":1776780038,"startTime":"0","endTime":"0","summary":"慧与科技今日盘中大涨5.07%，引起了市场的广泛关注。消息面上，高盛将慧与科技的目标价由29美元上调至30美元，并维持“买入”评级。据统计，慧与科技当前分析师平均评级为“增持”，平均目标价为26.53美元，高盛最新目标价显著高于市场共识水平，对市场情绪形成明显提振。近期慧与科技股价已连续受该消息催化走强，当前股价已逼近高盛给出的目标价区间。高盛此举反映了其对慧与科技未来业绩的乐观预期，从而推动了股价的上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["HPE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":16,"pageCount":16,"totalSize":319,"code":"91000000","status":"200"}]}}