慧与

第一是2024年11月慧与官网的
第二是谷歌的已经部署的第四代和未来将部署的第五代概念机

在人工智能需求激增的背景下，全球主要AI服务器制造商正面临一个共同挑战：尽管收入显著增长，但利润率却在持续收窄。
随着慧与科技（HPE）、戴尔、超微等公司纷纷发布财报，一个严峻的现实浮出水面：尽管AI服务器订单激增，但高昂的英伟达芯片成本和激烈的市场竞争，正让硬件厂商的利润率变...

$慧与(HPE)$ Q4并入Juniper网络后，及高概率OP提升到9%-10%，价值重估势在必行。Server驱动的两位数成长和networking驱动的OP修复带来双击，估计价格有50%的空间上涨。

$慧与(HPE)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0001645590-25-000096  Act: 34  Size: 956 KB 网页链接

$慧与(HPE)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001645590-25-000101  Act: 34  Size: 17 MB 网页链接

$慧与(HPE)$ 144 Report of proposed sale of securities Accession Number: 0001968582-25-000920  Act: 33  Size: 6 KB 网页链接

$慧与(HPE)$ 8-K Current report, items 8.01 and 9.01 Accession Number: 0001140361-25-035006  Act: 34  Size: 1 MB 网页链接

$慧与(HPE)$ 144 Report of proposed sale of securities Accession Number: 0001628280-25-042474  Act: 33  Size: 5 KB 网页链接

$慧与(HPE)$ 424B2 Prospectus [Rule 424(b)(2)] Accession Number: 0001140361-25-034563  Act: 33  Size: 1 MB 网页链接

$慧与(HPE)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001062993-25-012951  Size: 13 KB 网页链接

$慧与(HPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001648401-25-000023  Size: 4 KB 网页链接

$慧与(HPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001648401-25-000010  Size: 4 KB 网页链接

$慧与(HPE)$ 8-K/A [Amend] Current report, item 9.01 Accession Number: 0001140361-25-034206  Act: 34  Size: 2 MB 网页链接

$慧与(HPE)$ 424B5 Prospectus [Rule 424(b)(5)] Accession Number: 0001140361-25-034246  Act: 33  Size: 757 KB 网页链接

$慧与(HPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001233171-25-000010  Size: 5 KB 网页链接

$慧与(HPE)$ 8-K Current report, items 1.01, 5.02, 7.01, and 9.01 Accession Number: 0001645590-25-000081  Act: 34  Size: 407 KB 网页链接

$慧与(HPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001062993-25-013048  Size: 14 KB 网页链接

$慧与(HPE)$ 8-K Current report, item 7.01 Accession Number: 0001645590-25-000084  Act: 34  Size: 181 KB 网页链接

$慧与(HPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001233171-25-000008  Size: 8 KB 网页链接

$慧与(HPE)$ 144 Report of proposed sale of securities Accession Number: 0001968582-25-000776  Act: 33  Size: 4 KB 网页链接