6月15日，戴尔盘前上涨4.14%，报412.8美元/股，成交额283.04万美元。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，并以戴尔近期强劲业绩作为AI算力需求持续爆发的核心验证。
戴尔此前公布的第一财季营收438亿美元，同比增长88%，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。摩根士丹利在研报中直言"令人难以置信的强劲季度"，指出AI驱动的需求已从GPU服务器向更广泛的计算与存储架构扩散，且仍处于早期阶段。同行业个股中，希捷科技涨5.76%，西部数据涨5.7%，超微电脑涨5.05%，板块整体表现强势。
（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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