6月22日，戴尔盘中上涨3.53%，报438.835美元/股，成交额6.06亿美元。
消息面上，高盛近期发布研报大幅上调AI服务器市场规模预测，预计到2030年AI相关服务器市场将达1.24万亿美元。戴尔此前公布的第一财季AI服务器营收同比飙升757%至161亿美元，积压订单突破513亿美元，管理层将全年AI服务器收入指引从500亿上调至600亿美元。此外，戴尔联邦系统部门近期获得美国空军14.4亿美元合同，进一步巩固企业级市场地位。同板块超微电脑同日上涨10.93%，AI算力需求向企业端加速扩散的趋势持续验证。
（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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