戴尔（DELL）今日盘中大涨6.32%，引起了市场的广泛关注。
消息面上，富国银行将戴尔的目标价从180美元大幅上调至270美元，并维持“跑赢大盘”评级。此外，包括摩根士丹利、伯恩斯坦、摩根大通和美银在内的多家机构近期也集中上调了其目标价，显示出在财报发布前机构集体转向看涨的乐观情绪。
戴尔定于近期公布第一季度业绩，市场一致预期其营收和调整后每股收益均将实现显著同比增长。更为重要的是，其AI服务器业务需求被普遍看好，预计在2027财年或达到650亿美元，远超公司此前设定的500亿美元目标。与此同时，戴尔的AI工厂产品线客户数量在单季度内新增了1000家，总数已突破5000家，强劲的业务增长前景进一步增强了投资者的信心。
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