大行评级丨小摩：上调戴尔科技目标价至160美元列入分析师关注名单

港股那点事08-15

摩根大通将戴尔科技的目标价从155美元上调至160美元，维持“增持”评级，并列入分析师关注名单。该行指，预计2025财年人工智能服务器收入将达到90亿美元，但考虑到戴尔核心客户在市场中的比例不断增加，不排除在预测期内进一步提高份额的可能性，这意味着2027财年人工智能服务器收入将至少达到200亿美元。而近期的成本行动表明，戴尔的长期计划是运营一家更精简的公司，与之前的周期相比，支出与收入之比大幅...

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大行评级丨小摩：上调戴尔科技目标价至160美元 列入分析师关注名单

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大行评级丨小摩：上调戴尔科技目标价至160美元列入分析师关注名单