更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 30 May 2024 | 4:41PM EDT Dell Technologies Inc. (DELL): F1Q25 First Take: DELL AI server orders of $2.6 bn; EPS in-line DELL’s F1Q25 EPS of$1.27 met consensus, but missed our estimate of $1.30. Michael Ng, CFA +1(212)902-8618 | michael.ng@gs.com Revenue of$22.2 bn beat GS/consensus of $21.8/$21.7 bn with a beat on CSG Goldman Sachs & Co. LLC ($12.0 bn v. GS/consensus of$11.6/$11.7 bn) and ISG largely in-line ($9.2 bn v. Katherine Campagna +1(212)902-1151 | GS/consensus of $9. ...