HPE股价疲软源于利润率担忧（毛利率40.1%，预计将下滑），尽管营收增长强劲。
逐段跳播
是的，它在收入方面表现优异。收入增长率达到122亿美元。这高于预期，预期约为120亿美元。这只是轻微的优势。调整后每股收益为1.11美元。这也高于预期。如果你看看这件事的一些内部细节。
其业务的网络方面实现了75%的同比增长，达到约29亿美元。云和人工智能收入达到90亿美元。同比增长超过25%。服务器收入具体增长超过35%，达到约68亿美元。总调整后订单同比增长42%，继续超过收入增长。
Yes, it outperformed in revenue. Revenue growth rate reached $12.2 billion. That was higher than expectations, which were around $12 billion. It's only a slight advantage. The adjusted earnings per share amounted to $1.11. That was also higher than expected. If you look at some of the internal details of this matter. The networking aspect of their business achieved a 75% year-on-year growth, to approximately $2.9 billion . Cloud and artificial intelligence revenues reached $9 billion . That was an increase of more than 25% year-on-year. Server revenues specifically grew by more than 35% to reach approximately $6.8 billion. Total adjusted orders jumped 42% year-on-year, continuing to outpace revenue growth.
现在，我认为HPE的关键点，以及我们看到一些疲软的原因，是毛利率约为40.1%。这些利润率预计会略有下降，指引可能略高于预期，但也许市场希望从这家网络公司得到更多。
Now, I think the key point here with HPE, and the reason we are seeing some weakness, is that gross profit margins have come in at around 40.1%. These margins are expected to decline slightly, and guidance may be slightly higher than expected, but perhaps the market wanted more from this networking company.
这个频道对 $HPE 的历次判断
Schwab Network 在这只股票上只有这一条判断。