Dell和超微、HP_老虎社区_美港股上老虎

挂挂13

06-06

Dell和超微、HPE是同一个赛道的选手，本质就是搞组装服务器，比电脑城的工业化程度高一点点。一人得道鸡犬升天，AI需求多，服务器自然卖的多，但真的一定要买他们的吗？未必。

戴尔绩后重挫！$120值得抄底吗？

戴尔利润超预期，AI业务乐观，但营收和指引不及预期，股价跌12.25%。【你觉得戴尔是不是跌太多了？$120左右值得抄底吗？】

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