戴尔科技周二发布2027财年第二季度财报,AI服务器需求爆发推动业绩全面创纪录:营收达470亿美元,同比增长58%,超出所有分析师预期;调整后每股收益7.04美元,是去年同期的三倍多。本季最大亮点:AI服务器订单创纪录达到609亿美元,季末积压订单(backlog)高达950亿美元。基础设施业务营收增长89%至318亿美元。公司将全年营收预期从1670亿美元大幅上调至1920亿美元,并预计全年AI服务器营收约740亿美元,盘后股价上涨约8%。这份财报印证了AI基础设施支出在云厂商和企业客户中依然强劲。
本期新闻播报读两遍,第二遍语速不变,方便跟读练习。
**英语知识点**
1. **backlog** 积压订单、未交付订单
Dell exited the quarter with a record ninety-five billion dollar backlog.
戴尔季末持有创纪录的950亿美元积压订单。
2. **book an order** 录得订单(book 在商务语境中意为"登记订单成交")
Dell booked a record sixty point nine billion dollars in AI server orders.
戴尔本季度录得创纪录的609亿美元AI服务器订单。
3. **adjusted earnings per share** 调整后每股收益(剔除一次性项目的盈利指标)
Adjusted earnings per share came in at seven dollars and four cents.
调整后每股收益为7.04美元。
4. **beat estimates** 超出市场预期
Revenue beat every analyst estimate, growing fifty-eight percent year over year.
营收超出所有分析师预期,同比增长58%。
5. **year over year** 同比,与去年同期相比
Its infrastructure business grew eighty-nine percent year over year.
其基础设施业务同比增长89%。
6. **extended trading** 盘后交易
Shares rose about eight percent in extended trading.
股价在盘后交易中上涨约8%。
7. **full-year outlook** 全年业绩指引
The company now expects full-year revenue of one hundred ninety-two billion dollars.
公司目前预计全年营收为1920亿美元。
## 全文参考
Dell Technologies reported record results for its fiscal second quarter on Tuesday, driven by booming demand for AI servers. Revenue reached forty-seven billion dollars, up fifty-eight percent from a year earlier, beating every analyst estimate. Adjusted earnings per share came in at seven dollars and four cents, more than triple the figure a year ago. The standout number: Dell booked a record sixty point nine billion dollars in AI server orders during the quarter, and exited with a record ninety-five billion dollar backlog. Its infrastructure business grew eighty-nine percent to thirty-one point eight billion dollars. The company now expects full-year revenue of one hundred ninety-two billion dollars, up from its previous forecast of one hundred sixty-seven billion. Shares rose about eight percent in extended trading. Analysts say the results show AI infrastructure spending remains strong across cloud providers and enterprise customers.
