10月9日，戴尔科技盘中上涨3.39%，报583.73美元，成交额2.33亿美元。
消息面上，埃森哲与戴尔宣布成立埃森哲戴尔业务集团，进一步拓展双方超过20年的合作关系，助力企业在私有、混合及主权环境下规模化落地AI，旨在帮助企业加快AI部署速度，同时实现更强的数据管控、可预期的成本以及更优异的性能。埃森哲计划培训3000余名从业人员掌握戴尔相关技术，支撑私有AI基础设施与集成解决方案交付。
此外，戴尔联合英伟达与微软推出面向智能体AI的Windows PC及工作站产品组合，包括首款搭载英伟达RTX Spark超级芯片的XPS 16创作者版笔记本电脑，支持高达128GB统一内存，进一步强化其在AI终端侧的布局。此前多家投行亦上调戴尔目标价，其中Evercore ISI大幅上调至650美元，瑞穗维持跑赢大盘评级并将目标价上调至650美元。
尽管近期Silver Lake系股东及高管出现多笔减持，但公司基本面及AI基础设施布局持续受到市场认可，盘中股价在合作消息催化下快速拉升。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.