Shares of Hewlett Packard Enterprise ( HPE +7.36% ) rose 22.3% in September 2026, according to data from S&P Global Market Intelligence .首先是 9 月 2 日发布的井喷式收益报告。最后，HPE 获得了价值 12 亿美元的新 AI 服务器机架订单。 Both stories point to the same theme: HPE has become a serious supplier to the AI data center boom .
人工智能数据中心的订单推动了慧与科技的上涨
HPE第三财季营收同比增长34%，达到122亿美元，超过市场普遍预期的119.3亿美元。 Earnings of $1.11 per share cleared the consensus by $0.19, and the company raised guidance for both fiscal 2026 and fiscal 2027. The fourth-quarter revenue forecast of $13.9 billion to $14.8 billion was comfortably ahead of the $13.0 billion analysts expected at the time.
人工智能需求推动了这一趋势。 AI systems orders jumped more than 30% from the previous quarter to $2.4 billion, and the AI systems backlog reached a record high. Networking orders rose 36%, including a record $700 million of AI networking orders. HPE also announced an expanded deal to supply routers and switches for a gigawatt-scale Oracle ( ORCL +3.06% ) AI cloud build-out, plus a multibillion-dollar AI inferencing server contract with an unnamed hyperscaler.我还在谈论9月2日。
The mid-month ride wasn't smooth. 9 月 11 日至 14 日期间，人工智能股普遍喘息，股价回吐了大部分早期涨幅。 CEO Antonio Neri also sold 250,000 shares, worth roughly $15 million, on Sept. 11. The stock recovered over the rest of the month, but HPE's chart made a decent impression of a saw blade in close-up.
但一切都好，结局好。 9 月 30 日，HPE 宣布从云提供商 Vultr 获得价值 12 亿美元的订单，用于 HPE 建造的 AMD Helios AI 机架。这是该系统的第一个订单，该系统将 Advanced Micro Devices (AMD +2.95%) 图形处理器与 HPE 网络设备配对。当 HPE 于 9 月 2 日发布 2027 财年框架时，它完全排除了 Helios，因此该订单代表了潜在的上涨空间。事实上，管理层当天提高了网络收入指引，同时 140 亿美元收购瞻博网络带来了更强的协同效应。
纽约证券交易所代码：慧与
慧与投资者下一步应该关注什么
这是令人惊讶的部分。 Even after nearly tripling in 2026 (up 188.6% year to date as of Oct. 2), HPE trades at about 14.8 times forward earnings estimates. That's not a bubble-level price for a company guiding toward fiscal 2027 free cash flow of at least $5 billion.
问题是慧与创纪录的利润率可能不会持续下去。管理层预计，随着利润率较低的人工智能系统占据更多销售组合，毛利率将回到历史水平，而且内存短缺不会很快消失。
尽管如此，慧与仍在不断增加值得关注的理由。 The fiscal fourth-quarter report, covering the period ending Oct. 31, will show whether HPE can continue converting AI orders into shipments.