1417 ET - 虽然戴尔科技的投资者对内存成本感到担忧,但Raymond James表示第三季度的利润率出人意料地好。分析师指出,戴尔提前几季度确保了供应商的供货,因此内存的现货价格可能具有误导性。他们补充说,公司还持有未披露金额的库存,这造成了时间上的不确定性。尽管他们尚未看到任何显著的价格变化,但分析师表示,他们预计戴尔将减少折扣并可能提高产品价格。“戴尔出色的执行能力和供应链管理使其能够提升利润率,抵消了对内存芯片成本上升的看空情绪,”分析师表示。戴尔股价上涨6%。(katherine.hamilton@wsj.com)
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