异动解读 | 分析师看好戴尔AI服务器业务前景股价大涨5.47%

异动解读08-13

戴尔科技(DELL.US)股价今日盘中大涨5.47%,引发市场广泛关注。这一涨幅主要源于分析师对公司AI服务器业务前景的看好评级。

伯恩斯坦公司分析师团队对戴尔科技保持乐观,特别是考虑到其AI服务器近期的增长潜力。尽管戴尔在上季度业绩未达市场极高预期,但分析师们仍相信其AI服务器收入有望大幅超出预期。虽然这可能会以较低的利润率实现,限制每股收益的增长空间,但分析师预计,基础设施解决方案集团的盈利能力短期内将得到改善,部分得益于存储利润率的提升,这应能缓解市场的担忧。

除伯恩斯坦公司外,巴克莱银行也上调了戴尔科技的评级至"持股观望",认为其股价已被"人工智能炒作"冲淡了很多。此外,Evercore ISI虽然下调了戴尔科技的目标价,但维持了"跑赢大市"的评级。

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异动解读 | 分析师看好戴尔AI服务器业务前景 股价大涨5.47%

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异动解读 | 分析师看好戴尔AI服务器业务前景股价大涨5.47%