5月22日，戴尔盘前上涨3.24%，报260.5美元/股，成交额536.52万美元，延续近期反弹态势。
消息面上，富国银行将戴尔目标价从180美元大幅上调至270美元，维持跑赢大盘评级。此前摩根士丹利亦将目标价由110美元上调至170美元，称其近期业绩将"非常强劲"，预计AI服务器需求在2027财年或达650亿美元，远超公司500亿美元目标。伯恩斯坦、摩根大通、美银已集中将目标价上调至280美元。戴尔定于5月28日公布一季度业绩，市场一致预期营收约354亿美元，同比增长53%，调整后每股收益约2.94美元，同比增长74%。AI工厂产品线客户数单季新增1000家至突破5000家，机构在财报前集体转向看涨推动股价持续走高。
（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.