--- 格式版本: 2 标题: "盘后暴涨近40%！戴尔上调AI服务器营收预期 行业有望持续高景气 _ 东方财富网" 原文链接: "http://finance.eastmoney.com/a/202605293753402338.html" 发布日期: "2026-05-29" 发现时间: "2026-06-01T09:50:36+08:00" 入库时间: "2026-06-22T07:21:22.352Z" 来源平台: "博查 AI Search" 搜索渠道: "bocha_ai_search" 搜索词: "AI服务器" 匹配关键词: - "AI服务器" - "GPU" - "工业富联" 相关厂家: - "工业富联" 相关专家: [] 内容类型: "网页" 抓取工具: "XCrawl Scrape" 清洗工具: "XCrawl Markdown + LLM 正文裁剪 + Markdown 显式噪声清洗（远端补洗）" 原始附件: [] 图片摘要: - "✗ ./assets/img-f275c605.gif | ad | 网站平台Logo图标，非内容相关" - "✗ ./assets/img-514cccdd.jpg | ad | 广告推广图片（OpenClaw），与正文AI服务器财务预期无关" - "✗ ./assets/img-99c5ed92.jpg | decorative | 通用财经配图（签字/合同），缺乏具体业务数据或信息密度" AI优质: "否" AI打分: 30 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "泛泛财经新闻，仅提及AI服务器营收预期和出货量，无超节点/机柜级系统技术细节或具体部署信息，低价值。" AI质检模型: "deepseek-v4-flash" AI质检时间: "2026-07-30T01:27:54+08:00" AI主题相关性: 5 AI来源权威性: 5 AI新颖性: 10 AI技术细节: 0 AI商业部署信号: 5 AI完整性: 5 采集批次: "2026年6月22日15点05分26秒" 采集批次ID: "20260622-150526-048" 去重键: "http://finance.eastmoney.com/a/202605293753402338.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - [银行](http://bank.eastmoney.com/) - [基金](http://www.1234567.com.cn/) - [理财](http://money.eastmoney.com/) - [债券](http://bond.eastmoney.com/) - [直播](https://roadshow.eastmoney.com/) - [股吧](http://guba.eastmoney.com/) - [基金吧](http://guba.eastmoney.com/jj.html) - [博客](http://blog.eastmoney.com/) - [财富号](http://caifuhao.eastmoney.com/) - [搜索](http://so.eastmoney.com/) 盘后暴涨近40%！戴尔上调AI服务器营收预期 行业有望持续高景气 2026年05月29日 07:55 作者： 财联社 来源： 财联社 小 中 大 东方财富APP [![Scan me!](data:image/png;base64,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)](http://acttg.eastmoney.com/pub/web_app_dcsy_zccpl_01_01_01_1 "http://dl.dfcfs.com/m/ozih") 方便，快捷 手机查看财经快讯 专业，丰富 一手掌握市场脉搏 手机上阅读文章 [![Scan me!](data:image/png;base64,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)](http://acttg.eastmoney.com/pub/web_app_dcsy_zccpl_01_01_01_1 "https://wap.eastmoney.com/a/202605293753402338.html") 提示： 分享到您的 朋友圈 　　 [在东方财富看资讯行情，选东方财富证券一站式开户交易>>](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202605293753402338) 　　美股戴尔盘后飙升，一度涨近40%，公司预计全年营收为1650亿至1690亿美元，此前预期为1380亿至1420亿美元，还将2027财年AI服务器营收预期从此前的约500亿美元上调至约600亿美元。 　　据弗若斯特沙利文数据显示，全球AI服务器出货量2020-2024年复合增长率达45.2%，2024年达200万台，预计2030年将增长至650万台。此外，开源证券分析指出，AI服务器作为支撑模型及应用发展的核心基础设施，市场规模持续扩大。 　　据财联社主题库显示，相关上市公司中： 　　 **[工业富联](http://quote.eastmoney.com/unify/r/1.601138)** 2026年一季度实现营业收入2510.78亿元，同比增长56.52%。公司 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 业务收入同比实现翻倍增长，AI GPU服务器及ASIC服务器出货量分别同比增长3.8倍和3.2倍。 　　 **[易德龙](http://quote.eastmoney.com/unify/r/1.603380)** 在接受调研者提问时表示，2025年来自头部服务器客户的订单量显著增加，公司为该客户提供包括服务器主板、整机组装等多种服务。 （文章来源：财联社） 文章来源：财联社 责任编辑：6 原标题：盘后暴涨近40%！戴尔上调AI服务器营收预期 行业有望持续高景气 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 [举报](https://help.eastmoney.com/report_center.html?reportType=3&title=%e7%9b%98%e5%90%8e%e6%9a%b4%e6%b6%a8%e8%bf%9140%25%ef%bc%81%e6%88%b4%e5%b0%94%e4%b8%8a%e8%b0%83AI%e6%9c%8d%e5%8a%a1%e5%99%a8%e8%90%a5%e6%94%b6%e9%a2%84%e6%9c%9f+%e8%a1%8c%e4%b8%9a%e6%9c%89%e6%9c%9b%e6%8c%81%e7%bb%ad%e9%ab%98%e6%99%af%e6%b0%94&systype=3&id=202605293753402338&newsurl=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202605293753402338.html) [东方财富网](https://weibo.com/dfcfw) 分享到微信朋友圈 打开微信， 点击底部的“发现” 使用“扫一扫” 即可将网页分享至朋友圈 ![](http://g1.dfcfw.com/g4/202106/20210618093603.png) 东方财富官网微信 [沪深股市](http://quote.eastmoney.com/center/) - [沪股通](http://quote.eastmoney.com/center/gridlist.html#sh_hk_board) - [深股通](http://quote.eastmoney.com/center/gridlist.html#sz_hk_board) - [港股通(沪)](http://quote.eastmoney.com/center/gridlist.html#hk_sh_stocks) - [港股通(深)](http://quote.eastmoney.com/center/gridlist.html#hk_sz_stocks) 热门资讯 - [伊朗外交部：伊美达成协议文件](http://finance.eastmoney.com/a/202606223777251856.html) - [事关折叠屏iPhone！融资客埋伏多股](https://finance.eastmoney.com/a/202606223777157386.html) - [伊朗外交部：伊美达成协议文件](https://fund.eastmoney.com/a/202606223777251856.html) - [智谱盘中总市值突破1万亿港元](https://finance.eastmoney.com/a/202606223777208187.html) [焦点专题](https://topic.eastmoney.com/) - [2026年全国两会](https://hy.eastmoney.com/zhuanti/2026lianghui/?code=2026nianlh) - [党的二十届四中全会](https://topic.eastmoney.com/detail/esjszqh2025.html) - [第十二届Choice最佳分析师](https://choicew2z.eastmoney.com/activity/analysts/#/pc?tab=3&opensource=web_dfcfsy_dbtg_02_02_02_02_0) [![](https://np-newspic.dfcfw.com/download/D25356215863081753020_w145h95.jpg) OpenClaw刷屏](https://topic.eastmoney.com/detail/OpenClaw2026.html) [![](https://np-newspic.dfcfw.com/download/D25706741985125634063_w145h95.jpg) 猪价刷新十余年低点](https://topic.eastmoney.com/detail/zhujia2026.html) [视频](https://video.eastmoney.com/) - [一键关注财经大咖](http://acttg.eastmoney.com/pub/web_nr_zxzwy_rdtjx_01_01_01_0) 热点推荐 [伊朗谈判团队说伊美谈判达成5项要点](http://finance.eastmoney.com/a/202606223777964858.html) 关闭 ![](http://g1.dfcfw.com/g2/201711/20171116142209.png) 搜索 复制 ![](https://emcharts.dfcfw.com/fullscreengg/ic_close.png) ![](https://np-newspic.dfcfw.com/download/D25105014633419964370_w770h1094.jpg)