6月24日，CDW Corporation盘中上涨5.92%，报130.88美元/股，成交额1.32亿美元。
消息面上，摩根士丹利将CDW评级由"中性"上调至"增持"，目标价从142美元上调至170美元，较当前股价隐含约30%的上行空间。该行指出，企业服务器需求旺盛，AI本地部署趋势持续催热服务器市场，CDW作为领先的多品牌IT解决方案提供商有望充分受益。同一报告中，大摩还上调了新聚思、IBM及戴尔的目标价，反映出对企业IT基础设施支出前景的整体乐观判断。
CDW所在的技术产品经销商行业中，同业新聚思涨3.91%，创智环球涨22.23%，Ingram Micro涨1.48%，板块整体表现活跃。
（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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