10月6日，戴尔科技盘中上涨3.06%，报572.27美元，成交额2.9亿美元。
消息面上，瑞穗将戴尔科技目标价从600美元上调至650美元，维持跑赢大盘评级，成为推动股价走强的直接催化因素。
近期，戴尔科技在AI基础设施领域动作频繁，公司与日本JERA及RHAELM签署备忘录，计划在千叶县建设总资本超150亿美元的400兆瓦AI数据中心，目标2028年投运。同时，首席运营官Jeff Clarke表示，代理AI带来的关键组件短缺可能持续5年以上，数据中心算力到2030年预计新增200吉瓦，进一步强化了中长期需求逻辑。
戴尔科技公司是全球领先的技术解决方案提供商，产品组合涵盖客户端设备、服务器、网络和存储，服务超过170个国家的客户。
（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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