https://reports.zhihai.me/tags/%E8%B4%A2%E6%8A%A5/Recent content in 财报 on 脱水研报HugoenWed, 02 Sep 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-09-02-dell-q2-fy27-earnings/Wed, 02 Sep 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-09-02-dell-q2-fy27-earnings/戴尔公布2027财年Q2业绩：单季营收470亿美元（同比+58%创历史新高）、Non-GAAP EPS 7.04美元（同比+203%），均大超预期；AI优化服务器营收164亿美元（同比+100%）、在手订单积压950亿美元，2027财年全年营收指引一次性上调250亿美元至1,920亿美元，盘后股价一度大涨超11%。https://reports.zhihai.me/posts/2026-09-02-credo-q1-fy27-margin-compression/Wed, 02 Sep 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-09-02-credo-q1-fy27-margin-compression/Credo Technology（CRDO）2027财年Q1营收4.79亿美元、同比+114.7%，调整后EPS 1.20均超预期，Q2指引中值5.30亿美元、同比+97.8%；但GAAP毛利率骤降至64.5%（同比-290BP、环比-370BP），研发费用翻倍至1.145亿美元，营业利润率从前季35.7%降至25.2%，盘后股价跌超10%。法国巴黎银行给275美元目标价，摩根士丹利看好铜光共存格局下的双重卡位。