戴尔（DELL）股价今日盘中大幅上涨5.06%，引起了市场的广泛关注。
消息面上，两家主要投行发布了积极的研究报告。高盛在最新的IT硬件行业报告中，给予戴尔“买入”评级，并将其12个月目标价从195美元上调至215美元。报告指出，为应对关键组件成本上涨，硬件厂商采取了全行业提价措施，这刺激了客户为避免后续进一步涨价而提前采购，从而推动了传统服务器、存储设备和PC的需求，预计将使2026年第一季度的营收表现优于预期。与此同时，摩根大通也将戴尔的目标价从165美元上调至205美元。
高盛的报告进一步上调了戴尔2027财年第一季度的营收预期，预计其营收将增长2%至362.0亿美元，高于市场共识预期。该行还预计戴尔AI服务器营收为130亿美元，符合公司指引。这些积极的券商行动和乐观的行业前景，共同提振了市场对戴尔未来业绩的信心，从而推动了股价在盘中的显著上涨。
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