异动解读|慧与科技盘中上涨3.42%,AI基础设施布局持续催化板块走强

行情直击
Jul 10

7月10日,慧与科技盘中上涨3.42%,报50.8美元/股,成交额1.16亿美元。

消息面上,慧与科技近期AI基础设施布局密集落地。7月初ScanSource宣布扩大与慧与科技的合作,将HPE Juniper Networking纳入分销体系,拓宽网络及AI解决方案覆盖范围。此外,公司此前与英伟达联合为Vultr部署下一代AI云基础设施,并发布专为AI推理设计的QFX系列交换机,新增西门子能源为客户。在GreenLake混合云方面,公司携手ServiceNow推进自主AI服务交付,并发布Morpheus虚拟化替代方案。多家机构近期上调目标价,其中高盛将目标价大幅上调至79美元并维持买入评级,Argus上调至70美元,反映市场对其AI战略的积极预期。

(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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