Dell和超微、HP_老虎社区_美港股上老虎

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。

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":313985392681200,"tweetId":"313985392681200","gmtCreate":1717676812200,"gmtModify":1717676814833,"author":{"id":3574798334916416,"authorId":3574798334916416,"authorIdStr":"3574798334916416","name":"挂挂13","avatar":"https://static.tigerbbs.com/05865f77ae641e5b242bcb1171066ae0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"ac1811ae85cf47708b5250921fbf1edd","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"公布与xAI合作！戴尔能逢低建仓吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ac1811ae85cf47708b5250921fbf1edd}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/46c679de8d5730835629a143f125ab9b"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>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。</p></body></html>","htmlText":"<html><head></head><body><p>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。</p></body></html>","text":"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。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/313985392681200","repostId":0,"isVote":1,"tweetType":1,"viewCount":204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":154,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/313985392681200"}