9月25日，戴尔盘中上涨3.64%，报555.86美元/股，成交额3.42亿美元。此前连续数个交易日因Silver Lake系及多位高管密集减持而承压回落，本次再度反弹修复跌幅。
消息面上，Silver Lake系自9月11日起持续大规模抛售，CFO Kennedy减持约2.39万股、总法律顾问Rothberg减持4000股、董事Egon Durban亦提交Form 144拟出售股份，内部人高位套现曾持续压制市场情绪。但多家投行此前集中上调目标价，大和证券将目标价从465美元大幅上调至625美元，加拿大皇家银行首次覆盖给予640美元目标价；摩根士丹利称戴尔是最有能力受益于本地AI增长的企业硬件公司。公司服务器订单积压达950亿美元，AI服务器需求强劲，基本面支撑对冲了短期减持抛压。
（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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