8月5日，戴尔盘中上涨3.2%，报482.87美元/股，成交额4.59亿美元。消息面上，知名投研机构William O'Neil首次覆盖戴尔并给予买入评级，FactSet汇总的分析师平均评级为超配，均值目标价507.90美元，较当前股价仍有上行空间。
此外，英伟达与戴尔此前以240亿美元估值联合投资AI云计算初创公司Volta，进一步巩固了市场对其在AI基础设施领域竞争力的信心。花旗亦已将戴尔目标价上调至515美元，看好AI服务器需求从测试向大规模部署转型带来的增长前景。多重利好叠加推动股价延续反弹态势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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