戴尔(DELL)今日盘中大跌5.23%，表现显著弱于市场。
消息面上，公司大股东Silver Lake旗下多个关联实体及董事David W. Dorman自6月初以来连续减持，累计抛售规模较大，对市场情绪形成持续压制。尽管同板块其他个股普遍上涨，戴尔的走势却明显背离板块整体反弹趋势，内部人士集中减持被认为是主要拖累因素。
此外，英力股份在互动平台表示暂未取得戴尔AIPC结构件订单，这引发了市场对戴尔在热门AIPC领域业务进展的担忧。投行方面，摩根士丹利虽上调了公司目标价，但维持了等权重评级，态度相对审慎，未能有效提振市场信心。
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