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Dell Q3財報營收年增10%達244億美元，EPS 年增14%達2.15美元，但仍略低於市場預期。受惠於AI伺服器的強勁需求，基礎建設事業群（ISG）營收年增34%，但個人電腦業務復甦緩慢。

Dell預期Q4營收將245億，低於市場預期的254億。EPS在2.40至2.60美元之間，也低於市場預期的2.66美元。

#AI商機持續擴大，訂單需求創新高
第三季AI伺服器訂單需求達到36億美元的歷史新高，較前一季成長11%，主要由2nd tier雲端服務供應商和企業客戶推動。

Clarke強調：「我們目前仍在企業部署AI的早期階段。企業意識到AI具有顛覆性，能驅動更高水準的創新和生產力。他們正處於實驗階段，有些已進入進階概念驗證。」

Q3出貨的AI伺服器金額達29億美元，目前AI伺服器訂單積壓達45億美元。

#傳統伺服器需求回升，儲存設備成長緩慢

在傳統伺服器方面，第三季需求連續第四季年增雙位數。Clarke解釋：「客戶正專注於透過現代化的資料中心整併與提升能源效率，使用更高效且密集的16G伺服器，釋放寶貴的樓面空間和電力，以支援他們的AI基礎設施。」

#PC市場復甦受阻，消費者需求疲軟
個人電腦業務方面，第三季營收年減1%至121億美元，其中商用PC營收年增3%至101億美元，但消費者PC營收年減18%至20億美元。財務長Yvonne McGill表示：「PC更新週期正推進到明年，這不是更新是否會發生的問題，而是何時發生的問題。」

McGill指出：「有跡象顯示客戶正在準備明年上半年推出的AI PC的升級週期。這清楚顯示企業正在平衡更新的需求和對未來產品的期待。」

IEObserve 國際經濟觀察
Dell Q3財報營收年增10%達244億美元，EPS 年增14%達2.15美元，但仍略低於市場預期。受惠於AI伺服器的強勁需求，基礎建設事業群（ISG）營收年增34%，但個人電腦業務復甦緩慢。

Dell預期Q4營收將245億，低於市場預期的254億。EPS在2.40至2.60美元之間，也低於市場預期的2.66美元。

#AI商機持續擴大，訂單需求創新高
第三季AI伺服器訂單需求達到36億美元的歷史新高，較前一季成長11%，主要由2nd tier雲端服務供應商和企業客戶推動。

Clarke強調：「我們目前仍在企業部署AI的早期階段。企業意識到AI具有顛覆性，能驅動更高水準的創新和生產力。他們正處於實驗階段，有些已進入進階概念驗證。」

Q3出貨的AI伺服器金額達29億美元，目前AI伺服器訂單積壓達45億美元。

#傳統伺服器需求回升，儲存設備成長緩慢

在傳統伺服器方面，第三季需求連續第四季年增雙位數。Clarke解釋：「客戶正專注於透過現代化的資料中心整併與提升能源效率，使用更高效且密集的16G伺服器，釋放寶貴的樓面空間和電力，以支援他們的AI基礎設施。」

#PC市場復甦受阻，消費者需求疲軟
個人電腦業務方面，第三季營收年減1%至121億美元，其中商用PC營收年增3%至101億美元，但消費者PC營收年減18%至20億美元。財務長Yvonne McGill表示：「PC更新週期正推進到明年，這不是更新是否會發生的問題，而是何時發生的問題。」

McGill指出：「有跡象顯示客戶正在準備明年上半年推出的AI PC的升級週期。這清楚顯示企業正在平衡更新的需求和對未來產品的期待。」
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Dell Q3財報營收年增10%達244億美元，EPS 年增14%達2.15美元，但仍略低於市場預期。受惠於AI伺服器的強勁需求，基礎建設事業群（ISG）營收年增34%，但個人電腦業務復甦緩慢。

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