大和证券将其评级上调至跑赢大盘，目标价上调至75，理由是网络业务增长走强及利润率扩张前景。
逐段跳播
HPE 本周已多次出现在新闻中，而且后续还有更多消息。好，接下来我们谈谈 HPE。这些股票正在上涨，早盘交易中目前涨幅已超过 4%。
HPE has been in the news several times this week, and there's more to come. Okay, let's move on to talking about HPE. Those stocks are rising, gaining more than 4% now in early trading.
这是基于 Daiwa 的乐观展望，抱歉，是来自 Daiwa。Daiwa 将 HPE 股票的评级从“中性”上调至“跑赢大盘”。它还将目标价从 65 上调至 75。
This comes based on an optimistic outlook, excuse me, from Daiwa. Daiwa raised its rating on HPE stock from "neutral" to "outperform". It also increased its price target from 65 to 75.
所以，很明显它正在努力追赶，并看到了未来更多的机会。这里的催化剂是对网络板块更强的预期。这发生在 HPE 的投资者日之后。在那次投资者日之后，我们有许多分析师更新了对 HPE 的看法和目标价。
So, it is clear that it is trying to catch up and sees more opportunities for what is to come. The catalyst here is stronger expectations for the networking sector. This comes after HPE's investor day.
We had many analysts who updated their views and price targets for HPE following that investor day.
他们预计其网络板块未来数年将实现高双位数增长。这高于他们此前 5% 至 7% 的预期。因此，他们预计这项业务将比此前估计的增长更快。
They are expecting high double-digit growth for years to come for their networking sector. This is higher than their previous expectations, which ranged between 5 and 7%. Therefore, they expect this business to grow faster than they had previously estimated here.
正如我们所知，盈利能力预计也将改善。这支撑了 Daiwa 这一更高的看法。HPE 预计网络部门的营业利润率将在 20% 中段至 20% 高段区间。如你所知，这与此前我们在第三财季看到的约 22% 的水平相比。
As we know, profitability is also expected to improve. This supports this elevated view of Daiwa. HPE expects an operating margin for the networking segment in the mid to upper twenties percent range.
This, as you know, is compared to what we saw previously around that range of 22% for the third fiscal quarter.
从分析师的角度来看，我们主要预期 HPE 在这里会有更快的销售增长和更强的盈利能力。Daiwa 从这一角度强调了 HPE 在服务器、网络和存储领域的覆盖，Nicole。
We primarily expect, from an analyst's perspective, faster sales growth and stronger profitability here from HPE. Daiwa highlights HPE's reach across servers, networks, and storage, Nicole, for this perspective.
这清楚地表明从这里开始是一个上升趋势，而 HPE 今年迄今为止表现非常好。
This clearly indicates an upward trend from here, and HPE has performed very well this year so far.
这个频道对 $HPE 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。