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October 7, 2025
財經

AI市場比想像更大 戴爾上修未來四年財測

戴爾科技 (Dell Technologies) 周二 (7 日) 上調未來四年的財務成長目標,預估年營收將以 7% 至 9% 的速度成長,優於先前的預估。

電腦製造商戴爾上調其收入及盈利預測,公司預估年營收將以 7% 至 9% 的速度成長,優於先前的預估的 3% 至 4%;經調整後每股獲利則將年增至少 15%,幾乎是 2023 年原先估計的兩倍。

公司並延長承諾,在 2030 會計年度前持續每年將股息提高至少 10%。戴爾在紐約舉行的投資人活動上公布這份「長期財務框架」,並強調人工智慧需求將持續推升銷售與獲利。

營運長克拉克 (Jeff Clarke) 坦言,「兩年前我們完全低估了人工智慧 (AI) 市場的規模,它比任何人想像的都大得多。」

執行長戴爾 (Michael Dell) 則表示,「客戶對 AI 及運算、儲存與網路等解決方案的需求十分強烈,我們仍處於 AI 採用的早期階段。」

戴爾上季 AI 伺服器出貨額達 82 億美元,結束時仍有 117 億美元的訂單累積。公司 8 月也曾將 2026 財年 AI 伺服器出貨預期上調至 200 億美元。

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