$戴尔(DELL)$_老虎社区_美港股上老虎

当前持有Dell多头相当于是个什么生意？相当于你借了850亿的负债，年收入也就1000亿级别（Ai浪潮Buff可能再多个200亿，至1200亿左右），营业利润也就只有区区5～7%，约50～70亿。850亿负债的利息呢？虽然一部分可能无息，但市场高利率的情况下，这部分势必形成巨大的债务压力，850存银行都有40亿利息呢，这可是实打实的成本压力。这生意是个好生意吗？还值得去博吗？

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