吾股丰登123
06-05
$戴尔(DELL)$
看了一些研报,AI服务器并没有被证伪,只是纯卖服务器的利润低,但是AI服务器还是有利润的。
公布与xAI合作!戴尔能逢低建仓吗?
近日马斯克在其推特上公开了xAI的机架供应商——戴尔(DELL)和超微电脑(SMCI),并表示两家份额各占一半。大摩表示根据供应链的反馈,戴尔的订单比最初预期的还要强劲。英伟达CEO黄仁勋也强调称,戴尔是任何企业计算需求的首选公司。【戴尔你会逢低建仓吗?】
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