10月1日，戴尔盘中下跌3.09%，报521.32美元/股，成交额5.55亿美元。尽管同日公司宣布与日本电力巨头JERA及RHAELM签署谅解备忘录，将在千叶县合建400MW级AI数据中心、总投资逾150亿美元，且TD Cowen近日将目标价从500美元上调至550美元，但利好未能抵消抛压。
板块层面，电脑硬件股集体承压，慧与科技跌3.15%，西部数据跌1.86%，苹果跌1.14%，希捷科技跌1.11%。个股层面，Silver Lake关联主体近三个月累计减持超200万股，CFO Kennedy亦减持约2.4万股，内部人持续高频抛售对市场情绪形成压制，与板块回调形成共振。
（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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