7月21日，慧与科技盘中上涨3.41%，报46.375美元/股，成交额6221.48万美元。所在电脑硬件、储存设备及电脑周边板块集体走强，闪迪涨10.52%、西部数据涨8.93%、希捷科技涨7.67%、戴尔涨5.92%，板块共振显著。
消息面上，慧与科技AI基础设施布局持续推进。7月初ScanSource宣布将HPE Juniper Networking纳入分销体系，拓展网络安全及AI原生企业方案覆盖面；此前公司与英伟达联合为Vultr部署下一代AI云基础设施，采用Nvidia GB300 NVL72系统及液冷技术。此外，高盛维持"买入"评级，目标价79美元，大和证券亦上调目标价至52美元。
（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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